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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
	Tracking cost basis Started by rcoffman@sprintmail.com via web	open	1	05 Mar, 2021 08:18 PM by dwg
	Stock Prices Started by gordon.dow via web	open	14	03 Mar, 2021 01:02 PM by gordon.dow
	1 to 4 Split not matching brokers values Started by MaxHeadroom via web	resolved	11	02 Mar, 2021 07:10 PM by Stuart Beesley - JUST A FELLOW USER
	The new Quote Loader Started by Mike Bray via web	open	140	02 Mar, 2021 02:53 PM by derekkent23
	multiple brokers Started by shamsu via web	resolved	3	01 Mar, 2021 10:07 AM by Shamsu Hamid
	Securities duplicates Started by William Moran via web	open	14	27 Feb, 2021 10:02 PM by The Morans
	create acct Started by William K Jones via web	open	3	27 Feb, 2021 05:58 PM by derekkent23
	How do you use investment categories? Started by TRudolph via web	resolved	4	27 Feb, 2021 12:24 AM by TRudolph
	Is there a way to display a master portfolio? Started by TRudolph via web	assigned	16	26 Feb, 2021 03:45 PM by Stuart Beesley - JUST A FELLOW USER
	Security's Value Suffix Field Started by royce via web	open	7	25 Feb, 2021 03:15 PM by Stuart Beesley - JUST A FELLOW USER
	Securities being updated in the wrong currency Started by roberto.nani via web	open	2	25 Feb, 2021 03:10 PM by roberto.nani
	Loading a Portfolio value Started by paul via web	open	4	25 Feb, 2021 11:27 AM by paul
	Merging Investment Accounts Started by Mike V. via web	open	5	23 Feb, 2021 03:54 AM by dtd
	Sub Categories Started by ted.hilda.vannetten via web	resolved	1	22 Feb, 2021 03:36 PM by ted.hilda.vannetten
	Balance de comprobación Started by Gerardo Brenes Calvo via web	resolved	0	22 Feb, 2021 03:32 AM by Gerardo Brenes Calvo
	Duplicate Securities When Downloading Started by Nicholas Raia via web	open	0	21 Feb, 2021 08:20 PM by Nicholas Raia
	Same investment account in system in 2 currencies Started by sandy.browne via web	open	0	20 Feb, 2021 08:06 PM by sandy.browne
	Portfolio Report Generates Odd Numbers Started by Nicholas Raia via web	open	0	20 Feb, 2021 05:34 PM by Nicholas Raia
	Quotes and exchange rates not updating Started by Les via web	resolved	5	20 Feb, 2021 01:06 PM by derekkent23
	download differences Started by roy via web	open	3	20 Feb, 2021 11:09 AM by dwg
	Hide old/unused securities Started by yardy via web	assigned	1	18 Feb, 2021 10:13 AM by Maddy
	Report by Security (instead of by Account) Started by CanSaver via web	open	15	17 Feb, 2021 10:25 AM by Stuart Beesley - JUST A FELLOW USER
	Reverse split new cusip Started by Me via web	open	3	16 Feb, 2021 02:50 PM by Stuart Beesley - JUST A FELLOW USER
	Automatic updates for the Bitcoin currency rate Started by Chris Beams via web	open	3	16 Feb, 2021 10:42 AM by derekkent23
	StockGlance2020: Script to total the quantity of stocks/shares held across several / all Accounts Started by Stuart Beesley - JUST A FELLOW USER via web	resolved	26	15 Feb, 2021 10:57 PM by Stuart Beesley - JUST A FELLOW USER
	Python script to extract Investment Transactions to CSV - Initial release v1b Started by Stuart Beesley - JUST A FELLOW USER via web	resolved	6	15 Feb, 2021 10:57 PM by Stuart Beesley - JUST A FELLOW USER
	Currency allocation Started by Dmitrii via web	open	4	15 Feb, 2021 10:55 PM by Stuart Beesley - JUST A FELLOW USER
	Entering an equity bought on TSX and sold on NYSE Started by CanSaver via web	open	4	15 Feb, 2021 09:18 PM by dwg
	Portfolio Report Cost Basis not updating Started by Antonio Rodrigues via web	open	3	14 Feb, 2021 08:43 PM by Stuart Beesley - JUST A FELLOW USER
	QFX import problem Started by mike via web	open	3	12 Feb, 2021 02:15 AM by mike

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