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
dscampbell's Avatar

Setting up investment accounts

open 2 30 Dec, 2025 10:18 PM by dwg
shamsu's Avatar

How to account for sukuk investment

open 6 30 Dec, 2025 08:59 PM by Ali
Mark Hackney's Avatar

Security Match Pop up

open 1 30 Dec, 2025 08:55 PM by Ali
Buddy Farquard's Avatar

Is there a way to apply depreciation automatically to an asset?

open 2 30 Dec, 2025 08:42 PM by Ali
Ted's Avatar

Fidelity CSV files ->Export securities list with CUSIP

open 1 30 Dec, 2025 08:38 PM by Ali
gary_reiner's Avatar

MoneyDance+/Plaid transactions matching to wrong investment security

resolved 1 29 Dec, 2025 03:21 AM by gary_reiner
Herbert Schroeder's Avatar

importing transactions in CSV format to Moneydance?

open 1 29 Dec, 2025 01:04 AM by -Kevin N.
Michael E Moorhouse's Avatar

Transferring investment account from one brokerage to another position

open 5 27 Dec, 2025 02:16 PM by -Kevin N.
Christopher's Avatar

Donor Advised Fund (DAF)

open 3 27 Dec, 2025 02:09 AM by dwg
becker6146's Avatar

Security Types and SubTypes

open 1 25 Dec, 2025 04:44 PM by Stuart Beesley (Mr Toolbox)
sizweoks's Avatar

Stock price history editing

assigned 5 25 Dec, 2025 08:51 AM by sizweoks
rivernut's Avatar

decimals wrong after entering reinvestments

open 3 24 Dec, 2025 07:45 PM by Stuart Beesley (Mr Toolbox)
phil's Avatar

Lot matching

open 24 20 Dec, 2025 07:28 PM by phil
cdsandler's Avatar

Securities transaction loader

open 11 18 Dec, 2025 11:08 PM by dwg
Macus Steel's Avatar

How can I look back to a date for our shareholdings.

open 3 18 Dec, 2025 09:03 PM by btinternet.com
bnq's Avatar

Investment QIF files

open 1 18 Dec, 2025 08:33 PM by dwg
cdsandler's Avatar

Two google securities

resolved 19 17 Dec, 2025 05:30 PM by derekkent23
Justin's Avatar

Issues with Fidelity Netbenefits 401k downloading

open 2 17 Dec, 2025 01:33 PM by Maddy
monty's Avatar

Import issue

open 2 11 Dec, 2025 10:58 PM by monty
Viren Unadkat's Avatar

Investment and Bank linking facility

open 1 08 Dec, 2025 09:34 PM by Maddy
Sam's Avatar

stock splits

open 2 07 Dec, 2025 03:35 PM by Sam Clarke
Marshall G's Avatar

transferring shares

resolved 2 03 Dec, 2025 11:32 PM by Marshall A Goree
monty's Avatar

Transfer

open 5 02 Dec, 2025 11:02 PM by dwg
bikerwoe's Avatar

Stock symbol

open 1 28 Nov, 2025 11:12 PM by dwg
derekkent23's Avatar

Quote Loader Version 2

open 250 28 Nov, 2025 05:25 PM by derekkent23
Alan Charles's Avatar

Downloading historic prices via Quote Loader

open 8 28 Nov, 2025 09:41 AM by derekkent23
rsworden's Avatar

Support for quote extensions / search failing

resolved 10 27 Nov, 2025 08:38 AM by derekkent23
Gerry's Avatar

UK Stock Prices not updating

resolved 4 24 Nov, 2025 01:34 PM by Gerry
Srikanth Vaduvur's Avatar

How to import Securities - Stocks, Bonds, Mutual finds

open 16 22 Nov, 2025 10:46 PM by Stuart Beesley (Mr Toolbox)
Stella Dudek's Avatar

investment register

open 4 22 Nov, 2025 10:45 PM by Stuart Beesley (Mr Toolbox)

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