Investments

Post here if you have any questions about investments. You may also be interested in our knowledge base section on investments.

Title State Replies Latest Post
TRudolph's Avatar

Is there a way to display a master portfolio?

assigned 10 29 Mar, 2020 09:48 AM by Maddy
Anthony Morris's Avatar

Value

open 1 27 Mar, 2020 04:19 PM by derekkent23
bluesinbflat's Avatar

How do I undo changes to an account?

open 1 22 Mar, 2020 09:27 PM by Ethan
another_refuge's Avatar

Moneydance asks for an account setting up Direct Connect with an Investment institution

open 0 22 Mar, 2020 03:26 PM by another_refuge
timfetner's Avatar

Issues with Quote Loader

resolved 15 22 Mar, 2020 02:50 PM by derekkent23
lroche's Avatar

Investment Performance Report Calculations

open 1 22 Mar, 2020 11:57 AM by Dan Hanger
melfew's Avatar

investment reporting

open 1 18 Mar, 2020 07:52 PM by Ethan
dantdavis's Avatar

Cant eliminate "security" in an interest transaction

open 3 18 Mar, 2020 08:29 AM by dwg
Clive Gilroy's Avatar

Investment Performance & Portfolio Views within Graphs & Reports

open 5 17 Mar, 2020 07:03 PM by Clive Gilroy
Mike Bray 's Avatar

The new Quote Loader

resolved 28 17 Mar, 2020 02:09 PM by derekkent23
Adam Bellchambers's Avatar

Updating stock prices

resolved 2 17 Mar, 2020 02:08 PM by derekkent23
dstephure's Avatar

Importing Historical Security Prices

resolved 14 17 Mar, 2020 08:55 AM by derekkent23
Tim's Avatar

Stock Prices not displaying "CHANGE" for Day to Day

open 21 13 Mar, 2020 06:04 PM by Tim
bschottmi's Avatar

Alphavantage not updating all securities

open 15 11 Mar, 2020 08:44 PM by dwg
hborchert2's Avatar

Mass change of securities

open 2 11 Mar, 2020 08:36 PM by hborchert2
kuip's Avatar

Capital Gains

open 1 02 Mar, 2020 09:08 PM by dwg
dantdavis's Avatar

Stock Volume not recording

open 3 28 Feb, 2020 10:21 PM by derekkent23
doktorj707's Avatar

Security prices overwritten after upgrade to MD 2019

open 1 27 Feb, 2020 01:47 PM by doktorj707
John's Avatar

Automatic Download

resolved 1 22 Feb, 2020 08:03 PM by Ethan
alan.hawken's Avatar

Currency Translation

open 4 21 Feb, 2020 09:47 PM by alan.hawken
architul's Avatar

How to account for increases in value of equities

open 4 21 Feb, 2020 09:43 PM by architul
David Brewster's Avatar

Can't get updated stock prices

resolved 2 20 Feb, 2020 03:52 AM by David Brewster
Ross Addinall's Avatar

Getting prices for funds

open 2 18 Feb, 2020 06:37 PM by derekkent23
sprimost's Avatar

Challenged! How to reset mortgage balance when doing a recast

open 0 17 Feb, 2020 09:48 PM by sprimost
dschaller78's Avatar

Issues with investment accounts

open 3 17 Feb, 2020 07:59 PM by dwg
Lisa's Avatar

Unable to delete unused securities

open 3 17 Feb, 2020 02:21 AM by -Kevin N.
jwp.perry's Avatar

XFR transaction automatically created, why?

open 0 17 Feb, 2020 12:47 AM by jwp.perry
CJ's Avatar

Downloaded transactions incorrectly labeled as Div or Buy when they are DivReinvest

open 2 16 Feb, 2020 09:12 PM by dantdavis
CJ's Avatar

MoneyDance QIF Investment Import from Quicken is AWFUL

open 5 15 Feb, 2020 09:16 PM by dantdavis
lambert's Avatar

csv format

open 3 11 Feb, 2020 10:49 AM by dwg

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