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
Chris H's Avatar

Current value not updating when share price history changed manually

open 1 07 Jul, 2020 05:04 PM by derekkent23
Ben's Avatar

Reporting security dealing

open 1 07 Jul, 2020 12:24 PM by Ben
Roger Barton's Avatar

Stock prices download.

open 1 06 Jul, 2020 06:32 PM by derekkent23
Mike Bray 's Avatar

The new Quote Loader

open 81 06 Jul, 2020 06:55 AM by derekkent23
Bob B's Avatar

Investment Register and Inbestment Bank Register balances do not match.

open 2 06 Jul, 2020 03:43 AM by Bob B
Carl Wilson's Avatar

manually updating stock prices

open 1 05 Jul, 2020 09:10 PM by dwg
blair's Avatar

removing a security

open 2 02 Jul, 2020 09:11 PM by Dan P
roy's Avatar

portfolio and total value never match my brokerage account real value?

open 11 02 Jul, 2020 05:57 PM by derekkent23
Helen's Avatar

How do I update the stock prices to show current price

open 5 01 Jul, 2020 08:22 PM by derekkent23
Christopher's Avatar

Cost Basis & Specific Shares Report

open 4 01 Jul, 2020 03:28 PM by Christopher
bobaleeds's Avatar

Prices of stocks/bonds

resolved 2 30 Jun, 2020 04:28 PM by bobaleeds
Bob B's Avatar

Transferring Stocks between accounts

open 0 27 Jun, 2020 11:06 PM by Bob B
Byron Preuss's Avatar

Tracking 401k Accounts and Cash Value Life Insurance

open 1 24 Jun, 2020 01:13 AM by mhoggie
Michel Charat's Avatar

security price loader

resolved 2 23 Jun, 2020 02:03 AM by Michel Charat
jcole01108's Avatar

Calculating bond or cd value

open 1 20 Jun, 2020 09:38 PM by gmeirelless
Samson's Avatar

Revaluing an Asset

open 2 20 Jun, 2020 12:40 PM by Tom Smith
gmeirelless's Avatar

Issue to get Bovespa stock prices - All values 0

resolved 3 19 Jun, 2020 06:18 PM by derekkent23
Stephen Dyer's Avatar

Investment Buy Transaction Recording

open 7 18 Jun, 2020 10:46 PM by DavidR
TRudolph's Avatar

Is there a way to display a master portfolio?

assigned 14 18 Jun, 2020 07:23 PM by Ethan
Pk's Avatar

Option Cover Due to worthless expiry

open 6 17 Jun, 2020 09:34 PM by dwg
R H M Warmerdam's Avatar

Where can I find the user manual for Moneydance?

resolved 1 13 Jun, 2020 07:40 PM by Ethan
Derek Pretty's Avatar

Investment performance report and Capital Gains report

open 1 13 Jun, 2020 07:53 AM by Derek Pretty
BH's Avatar

Best practices for recording options trades

open 0 09 Jun, 2020 10:48 AM by BH
jfpicard1's Avatar

Sell security to pay a fee

open 2 09 Jun, 2020 10:36 AM by BH
geekerator's Avatar

Gifting Securities

open 1 09 Jun, 2020 09:27 AM by BH
Rich W's Avatar

Quotes and Exchange Rates Loader has stopped working for Australian Securities Exchange

open 13 06 Jun, 2020 06:42 AM by DIB
Simon's Avatar

Automatic quotes and rates

open 3 05 Jun, 2020 07:26 AM by derekkent23
Keith F's Avatar

Quotes and exchange rates

open 4 03 Jun, 2020 12:37 AM by Keith Ford
AnvGvNyodv's Avatar

Setting up new investment accounts

open 3 01 Jun, 2020 01:34 AM by -Kevin N.
wjmadia's Avatar

Reconciliation end statement balance is always zero

open 5 31 May, 2020 09:49 PM by -Kevin N.

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