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
derekkent23's Avatar

Quote Loader Version 2

open 191 20 May, 2025 07:32 AM by aforkosh
Richard Byrne's Avatar

Price Updates

open 2 19 May, 2025 05:40 PM by aforkosh
Mike Bray (Quote Loader Author)'s Avatar

Quote Loader

open 49 19 May, 2025 04:36 PM by Stuart Beesley (Mr Toolbox)
mario.gorreo's Avatar

Security prices do not update any longer, got error message

open 10 18 May, 2025 10:01 AM by dwg
NeilP's Avatar

Investment transaction auto-modified when pressing confirm

open 6 16 May, 2025 08:52 PM by Neil
Michel Charat's Avatar

problem with the QUOTE LOADER extension

open 11 16 May, 2025 08:15 AM by Stuart Beesley (Mr Toolbox)
rogersdan's Avatar

Quote Loader didn't work

open 15 16 May, 2025 08:14 AM by Stuart Beesley (Mr Toolbox)
bschottmi's Avatar

Many Security Management issues, matching, et al.

open 8 13 May, 2025 11:44 AM by bschottmi
wrusry's Avatar

Importing csv with security prices

open 2 10 May, 2025 09:40 PM by wrusry
cwieczorek's Avatar

Securities Details Report - Tax Lots

open 13 08 May, 2025 05:10 PM by Stuart Beesley (Mr Toolbox)
jenkins007's Avatar

Merge Investment Transactions

assigned 9 08 May, 2025 02:22 PM by Maddy
aforkosh's Avatar

Download list of stock splits in an account?

open 2 01 May, 2025 02:21 AM by Stuart Beesley (Mr Toolbox)
Simon Smith's Avatar

Sale of shares

open 3 30 Apr, 2025 09:41 AM by dwg
Bob C.'s Avatar

Portfolio Value as of a specific date

open 1 26 Apr, 2025 04:41 PM by -Kevin N.
mark's Avatar

Transfer Transactions and Lot Info to Different Account

open 4 24 Apr, 2025 06:15 AM by Stuart Beesley (Mr Toolbox)
lkeppeljunk's Avatar

Ticket #4695, merge downloaded transactions in investment accounts

assigned 1 17 Apr, 2025 03:28 PM by jeffstified
Jesus's Avatar

Selection of investment categories in performance reports

open 2 16 Apr, 2025 03:47 PM by Jesus
Will L's Avatar

Capital Gains Report Not Working. Hangs On, "Generating" v.2024.1(5118)

open 3 14 Apr, 2025 06:26 PM by Will L
Don Mohle''s Avatar

Security xfer between accounts

open 6 12 Apr, 2025 07:13 PM by Sara Cabrol
Walter's Avatar

How to Install a Quote Loader for my Stockmarket Account

open 1 08 Apr, 2025 11:28 AM by Maddy
David Acker's Avatar

bad price downloaded

open 2 07 Apr, 2025 04:28 PM by derekkent23
Steven Gularte's Avatar

403(b) accounts

open 1 07 Apr, 2025 01:12 PM by Maddy
dtd's Avatar

A requested fix initially asked for on April 1.

open 9 05 Apr, 2025 04:25 PM by derekkent23
cbrucefisher's Avatar

Quote and Exchange Update Frequency

resolved 7 03 Apr, 2025 04:08 PM by derekkent23
Kent's Avatar

Stock Price Updates

open 9 01 Apr, 2025 04:48 PM by Kent Limketkai
rcoffman@sprintmail.com's Avatar

investment prices not updating since end of year

open 1 31 Mar, 2025 09:48 PM by derekkent23
rsworden's Avatar

Representing property in Moneydance (again)

open 2 31 Mar, 2025 03:59 AM by rsworden
rsworden's Avatar

Investment balances in Foresight?

open 4 29 Mar, 2025 09:17 PM by rsworden
Will's Avatar

Investment Management Suggestion

assigned 7 27 Mar, 2025 03:54 PM by Will
Barb's Avatar

Unvested stock grants

open 0 23 Mar, 2025 02:17 PM by Barb

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