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
enich's Avatar

Report to show security purchases

resolved 8 27 Jan, 2021 03:32 PM by enich
harold's Avatar

Discrepancy between Yahoo HD quotes and transactional quotes

resolved 8 26 Jan, 2021 08:16 PM by derekkent23
rayplayer's Avatar

Lot Matching

resolved 17 23 Jan, 2021 07:42 AM by Stuart Beesley (Mr Toolbox)
Fred's Avatar

Cost Basis incorrect

resolved 30 19 Jan, 2021 01:33 PM by D. Smith
william Allen's Avatar

Non-receipt of stock prices.

resolved 3 19 Jan, 2021 08:27 AM by derekkent23
kevin willoughby's Avatar

Recording withheld for taxes

resolved 3 18 Jan, 2021 08:09 PM by dwg
cookie87's Avatar

Basis etc - very poor handling

resolved 0 17 Jan, 2021 09:58 PM by cookie87
Richard's Avatar

Delete

resolved 2 17 Jan, 2021 12:40 AM by Richard Stewart
van_looveren's Avatar

Investment account transaction loading

resolved 6 16 Jan, 2021 07:50 PM by Stuart Beesley (Mr Toolbox)
Trey Mixon's Avatar

Moneydance Mac 2021.1 BuyXFR Cost Basis

resolved 1 14 Jan, 2021 11:44 PM by Stuart Beesley (Mr Toolbox)
van_looveren's Avatar

sweep accounts and DivReinvest: best practices?

resolved 6 12 Jan, 2021 07:54 AM by van_looveren
Russell D Green's Avatar

Removing securities

resolved 1 10 Jan, 2021 07:19 PM by Stuart Beesley (Mr Toolbox)
TENA's Avatar

WHAT HAPPENED TO THE LONG TERM AND SHORT TERM GAIN OPTIONS?

resolved 9 10 Jan, 2021 12:50 AM by Tena Doan
Kirk Alderson's Avatar

Updating security prices

resolved 2 08 Jan, 2021 01:47 PM by Kirk Alderson
Robert Cohen's Avatar

Hide older investment transactions

resolved 5 07 Jan, 2021 09:29 PM by dwg
ian.carrick's Avatar

Idiot's guide to setting up investments!

resolved 9 06 Jan, 2021 10:28 PM by derekkent23
obbiie's Avatar

Selling units to cover fees

resolved 4 05 Jan, 2021 09:57 PM by obbiie
kkubie's Avatar

Securities Current & Historical Quotes / Alpha Vantage / Q&ERU ext / QL ext

resolved 1 02 Jan, 2021 06:12 PM by derekkent23
casa's Avatar

my account balance on the website doesn't match what downloads in MD

resolved 2 01 Jan, 2021 09:53 PM by dwg
dtd's Avatar

Transfer from one Investment Account to Another Problem

resolved 1 29 Dec, 2020 02:10 AM by dtd
Yeungqeh's Avatar

DivReinvest share zero cost showed 100 and counted as cost in portfolio view

resolved 7 28 Dec, 2020 06:51 AM by dwg
Fred's Avatar

How do I deal with Charles Schwab Bank activity in Schwab Brokerage account

resolved 6 27 Dec, 2020 07:02 PM by Fred
alhassant's Avatar

portfolio creation

resolved 5 26 Dec, 2020 06:38 PM by Stuart Beesley (Mr Toolbox)
Richard Thomas's Avatar

stock price updates stopped Dec 17th

resolved 1 25 Dec, 2020 08:53 PM by derekkent23
BH's Avatar

Default option for new securities to NOT show on summary page

resolved 2 23 Dec, 2020 07:31 PM by BH
triciaalesbury's Avatar

iNTEREST ONLY MORTGAGE SET UP

resolved 0 23 Dec, 2020 08:41 AM by triciaalesbury
Fred's Avatar

Cost Basis per Share shows $10,000 instead of $1

resolved 6 23 Dec, 2020 02:28 AM by -Kevin N.
Fred's Avatar

Please give us a simple way to correct the often erroneous Cost Basis

resolved 0 21 Dec, 2020 11:16 PM by Fred
dcm's Avatar

Need buy date for 2020 Gains Losses

resolved 4 19 Dec, 2020 06:09 PM by dcm
Fred's Avatar

Security Price Graph shows an invalid spike

resolved 4 18 Dec, 2020 05:51 PM by Fred

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