When selling a stock have the portfolio value reflect the value of the actual sale by matching the sale shares to the purchase shares FIFO
I'm a user of VV or over 10 years. currently the program averages the base purchase price of a stock when multiple purchases are made. I've been told that when that group of purchases is sold the average price is used to calculate the proceeds, which throws off the actual portfolio value. In other words, the sale proceeds are reflected accurately in the buying power but not in the portfolio value. This is no way to accurately measure performance or the portfolio. Please make adjustments necessary to match the sales to the shares held on a FIFO basis (as the IRS requires) and have the average basis of the remaining shares adjusted as needed. Please contact me if further explanation is needed.