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
waynelloydsmith's Avatar

warning: ParentTxn with >1 splits being used as Txn

open 4 24 Feb, 2026 08:42 AM by Stuart Beesley (Mr Toolbox)
monty's Avatar

Northwestern Mutual

open 0 23 Feb, 2026 06:21 PM by monty
monty's Avatar

Moneydance+

open 0 21 Feb, 2026 04:25 PM by monty
Galp27's Avatar

How to evaluate portfolio balance, using categories like US Equity, International Equity, Bonds, Cash?

open 1 20 Feb, 2026 03:32 PM by Quercus47
Quercus47's Avatar

Bulk Import of Historical Data

resolved 18 20 Feb, 2026 03:09 PM by Quercus47
Armand Charest's Avatar

Explanation on investements

resolved 1 17 Feb, 2026 08:37 PM by dwg
Jim Moody's Avatar

"unrealized gains" issue

open 0 16 Feb, 2026 08:42 PM by Jim Moody
edarte's Avatar

Need helping loading stock prices

open 2 16 Feb, 2026 12:14 AM by edarte
Stuart's Avatar

Create new in vestment account

resolved 1 15 Feb, 2026 08:17 AM by derekkent23
dscampbell's Avatar

Setting up investment accounts

open 8 12 Feb, 2026 09:20 PM by dscampbell
giovanni giannella's Avatar

How to download my brokerage accounts

open 2 11 Feb, 2026 01:51 AM by dwg
Lana's Avatar

Reinvesting Dividends

open 1 06 Feb, 2026 10:32 PM by dwg
Will's Avatar

Portfolio View

assigned 12 05 Feb, 2026 11:44 PM by Will
phil's Avatar

Lot matching

open 29 05 Feb, 2026 06:15 PM by dtd
aforkosh's Avatar

Download list of stock splits in an account?

open 4 05 Feb, 2026 03:59 PM by Stuart Beesley (Mr Toolbox)
BioUnit's Avatar

Sidebar & Portfolio View Total Mismatch

open 0 04 Feb, 2026 11:05 PM by BioUnit
Debbie's Avatar

Manually showing changes in STock prices

resolved 0 02 Feb, 2026 08:11 PM by Debbie
Jim Mandell's Avatar

two entries for the same security

open 1 01 Feb, 2026 08:59 PM by dwg
jim Cuddy's Avatar

Stock Split

resolved 3 29 Jan, 2026 10:31 AM by Maddy
Keith Koetter's Avatar

Aplhavantage XAU ~ XAUCAD

open 1 29 Jan, 2026 03:50 AM by dwg
jrh072's Avatar

Edward Jones brokerage and IRA account balance issues with Moneydance+ download

open 5 26 Jan, 2026 02:53 PM by Maddy
Vance Tang's Avatar

CLX Quote from FT

open 0 20 Jan, 2026 09:13 PM by Vance Tang
alan.hawken's Avatar

Pension Transfers

open 2 20 Jan, 2026 01:21 PM by alan.hawken
Leo's Avatar

TIAA ROTH and Retirement Traditional Commingled

open 2 17 Jan, 2026 09:31 PM by Leo
Bob B's Avatar

Scale of investment price graph

open 0 17 Jan, 2026 07:15 PM by Bob B
monty's Avatar

Inherited price question?

open 11 16 Jan, 2026 12:37 AM by monty
monty's Avatar

Transfer shares

open 2 15 Jan, 2026 06:07 PM by monty
monty's Avatar

Money Market cost basis

resolved 6 13 Jan, 2026 12:47 AM by -Kevin N.
Luis's Avatar

How to add investments?

open 1 08 Jan, 2026 09:44 PM by dwg
dusty.fohs's Avatar

Asset Allocation and Securities Detail Help

open 9 08 Jan, 2026 08:42 AM by derekkent23

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