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
Mike's Avatar

Investment Transaction Report

resolved 0 10 Mar, 2021 10:03 PM by Mike
scowls's Avatar

Cost basis is incorrect in past dated reports

resolved 0 10 Mar, 2021 03:32 PM by scowls
harold's Avatar

TRANSFER IN KIND LOCKS SOME FIELDS

resolved 8 09 Mar, 2021 07:19 PM by harold
gbarnes12's Avatar

setting up 403(B)(9) account

resolved 2 08 Mar, 2021 06:42 PM by gbarnes12
gbarnes12's Avatar

stock price reverting to 0.00

resolved 6 08 Mar, 2021 05:26 PM by gbarnes12
William Harrold's Avatar

Investment Performance and Exchange Rates - a bug or a feature?

resolved 1 08 Mar, 2021 12:46 AM by dwg
scott.huff's Avatar

2021 Licensing

resolved 5 07 Mar, 2021 10:13 PM by Stuart Beesley (Mr Toolbox)
Falconxp's Avatar

Divenden is doubled in cash?

resolved 9 07 Mar, 2021 08:20 AM by Patrick P
rcoffman@sprintmail.com's Avatar

Tracking cost basis

resolved 4 06 Mar, 2021 03:39 PM by rcoffman@sprintmail.com
gordon.dow's Avatar

Stock Prices

resolved 14 03 Mar, 2021 01:02 PM by gordon.dow
MaxHeadroom's Avatar

1 to 4 Split not matching brokers values

resolved 11 02 Mar, 2021 07:10 PM by Stuart Beesley (Mr Toolbox)
shamsu's Avatar

multiple brokers

resolved 3 01 Mar, 2021 10:07 AM by Shamsu Hamid
William Moran's Avatar

Securities duplicates

resolved 14 27 Feb, 2021 10:02 PM by The Morans
William K Jones's Avatar

create acct

resolved 3 27 Feb, 2021 05:58 PM by derekkent23
TRudolph's Avatar

How do *you* use investment categories?

resolved 4 27 Feb, 2021 12:24 AM by TRudolph
royce's Avatar

Security's Value Suffix Field

resolved 7 25 Feb, 2021 03:15 PM by Stuart Beesley (Mr Toolbox)
roberto.nani's Avatar

Securities being updated in the wrong currency

resolved 2 25 Feb, 2021 03:10 PM by roberto.nani
Mike V.'s Avatar

Merging Investment Accounts

resolved 5 23 Feb, 2021 03:54 AM by dtd
ted.hilda.vannetten's Avatar

Sub Categories

resolved 1 22 Feb, 2021 03:36 PM by ted.hilda.vannetten
Gerardo Brenes Calvo's Avatar

Balance de comprobaciĆ³n

resolved 0 22 Feb, 2021 03:32 AM by Gerardo Brenes Calvo
Nicholas Raia's Avatar

Duplicate Securities When Downloading

resolved 0 21 Feb, 2021 08:20 PM by Nicholas Raia
sandy.browne's Avatar

Same investment account in system in 2 currencies

resolved 0 20 Feb, 2021 08:06 PM by sandy.browne
Nicholas Raia's Avatar

Portfolio Report Generates Odd Numbers

resolved 0 20 Feb, 2021 05:34 PM by Nicholas Raia
Les's Avatar

Quotes and exchange rates not updating

resolved 5 20 Feb, 2021 01:06 PM by derekkent23
roy's Avatar

download differences

resolved 3 20 Feb, 2021 11:09 AM by dwg
yardy's Avatar

Hide old/unused securities

resolved 1 18 Feb, 2021 10:13 AM by Maddy
CanSaver's Avatar

Report by Security (instead of by Account)

resolved 15 17 Feb, 2021 10:25 AM by Stuart Beesley (Mr Toolbox)
Me's Avatar

Reverse split new cusip

resolved 3 16 Feb, 2021 02:50 PM by Stuart Beesley (Mr Toolbox)
Stuart Beesley (Mr Toolbox)'s Avatar

StockGlance2020: Script to total the quantity of stocks/shares held across several / all Accounts

resolved 26 15 Feb, 2021 10:57 PM by Stuart Beesley (Mr Toolbox)
Stuart Beesley (Mr Toolbox)'s Avatar

Python script to extract Investment Transactions to CSV - Initial release v1b

resolved 6 15 Feb, 2021 10:57 PM by Stuart Beesley (Mr Toolbox)

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