"Sink or Swim" lol. re: StreetsmartEdge, I only use it for the watchlist live stream data. Honestly, I'm not sure I'm following you. I don't even know how to see cost basis lot data with streetsmartedge, I use the Schwab.com website for that info.
Under positions, (in Schwab.com) it doesn't show updated cost basis, and lot info? (right after you buy or sell shares?)
for example, I bought 11 more shares of Twlo today:
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