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
Marvin Dietrich's Avatar

Transfer of funds

open 4 27 Nov, 2020 10:17 PM by -Kevin N.
Stuart Beesley - JUST A FELLOW USER's Avatar

Python script to help user diagnose if they can delete a Security

resolved 1 27 Nov, 2020 10:37 AM by Stuart Beesley - JUST A FELLOW USER
Stuart Beesley - JUST A FELLOW USER's Avatar

Python script to help user diagnose their decimal precision settings on currencies and securities

resolved 1 27 Nov, 2020 10:36 AM by Stuart Beesley - JUST A FELLOW USER
Stuart Beesley - JUST A FELLOW USER's Avatar

Python script to extract Investment Transactions to CSV - Initial release v1b

resolved 2 27 Nov, 2020 10:35 AM by Stuart Beesley - JUST A FELLOW USER
Stuart Beesley - JUST A FELLOW USER's Avatar

StockGlance2020: Script to total the quantity of stocks/shares held across several / all Accounts

resolved 24 27 Nov, 2020 10:32 AM by Stuart Beesley - JUST A FELLOW USER
davidsclove's Avatar

How can I include short and long term capital gains in the detailed income and expenses report?

open 1 25 Nov, 2020 07:21 PM by dwg
Marc's Avatar

Quotes donĀ“t update in the new version

open 11 25 Nov, 2020 09:26 AM by Mike Bray
mjw's Avatar

New sponoff: Viatris (VTRS) - how to add to MD portfolio

open 9 21 Nov, 2020 07:41 PM by dwg
Chris's Avatar

How to load currency history data use the "load security history" extension

resolved 17 19 Nov, 2020 01:09 PM by derekkent23
cscj01's Avatar

Investment reports error

open 1 19 Nov, 2020 08:14 AM by Stuart Beesley - JUST A FELLOW USER
Ron Radke's Avatar

Quotes and Exchange Rates extension

resolved 7 18 Nov, 2020 03:53 PM by derekkent23
Terry's Avatar

Download Investment Portfolio Transactions has stopped working

open 0 17 Nov, 2020 06:10 PM by Terry
Rita Storms's Avatar

stock split

open 3 12 Nov, 2020 05:24 PM by Stuart Beesley - JUST A FELLOW USER
atwood.t's Avatar

All fund and stock prices defaulting to $100 on brokerage downloads

open 6 11 Nov, 2020 01:53 AM by atwood.t
Cleary's Avatar

TIAA Traditional Price error

open 0 10 Nov, 2020 06:00 PM by Cleary
Reed Nelson's Avatar

Automatic stock price update

open 1 10 Nov, 2020 08:22 AM by derekkent23
Hania's Avatar

Security and Stock Prices Not Updating

open 1 09 Nov, 2020 08:58 PM by derekkent23
Bill's Avatar

Money market funds

resolved 1 09 Nov, 2020 07:34 PM by William Silverberg
Wayne's Avatar

Problem getting stock price quote for investment transactions download from Quicken through .qif

resolved 3 09 Nov, 2020 08:30 AM by derekkent23
David Sharpe's Avatar

downloading prices

open 4 08 Nov, 2020 03:17 PM by derekkent23
Cliff's Avatar

Transferred money from one UBS account to another not showing up correctly in Moneydance

resolved 0 06 Nov, 2020 01:53 PM by Cliff
netwlim's Avatar

Recording general expenses in investment account

open 6 29 Oct, 2020 09:06 PM by netwlim
bschottmi's Avatar

Stock Splits not wokring?

open 2 26 Oct, 2020 08:22 PM by bschottmi
Fred's Avatar

Changing Custodian of my Investment Accounts

open 0 26 Oct, 2020 01:07 AM by Fred
Jim's Avatar

cant download investment accounts from schwab

open 1 25 Oct, 2020 11:46 PM by dwg
seelson's Avatar

download stock, ETF, Mutual fund prices

open 2 25 Oct, 2020 07:53 PM by seelson
jmfeldstein's Avatar

Downloading Investment Account yields Negative Cash Balance

open 1 24 Oct, 2020 10:29 PM by Stuart Beesley - JUST A FELLOW USER
cookie87's Avatar

Investment Acct cash mgmt transaction merge

open 0 24 Oct, 2020 11:47 AM by cookie87
wa1oui's Avatar

Automatic transfer of funds to investments?

open 6 22 Oct, 2020 09:45 PM by wa1oui
Mike Bray 's Avatar

The new Quote Loader

open 105 22 Oct, 2020 06:09 PM by Dick

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