Post here if you have any questions about investments. You may also be interested in our knowledge base section on investments.

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Dmitrii's Avatar

Currency allocation

resolved 4 15 Feb, 2021 10:55 PM by Stuart Beesley (Mr Toolbox)
CanSaver's Avatar

Entering an equity bought on TSX and sold on NYSE

resolved 4 15 Feb, 2021 09:18 PM by dwg
Antonio Rodrigues's Avatar

Portfolio Report Cost Basis not updating

resolved 3 14 Feb, 2021 08:43 PM by Stuart Beesley (Mr Toolbox)
mike's Avatar

QFX import problem

resolved 3 12 Feb, 2021 02:15 AM by mike
davestirling1's Avatar

CDN & US Investment Accounts

resolved 1 11 Feb, 2021 08:08 PM by bill
Frank's Avatar

help adding security to an investment account

resolved 1 10 Feb, 2021 03:50 PM by Stuart Beesley (Mr Toolbox)
tclowes's Avatar

Dividend income

resolved 4 07 Feb, 2021 02:51 PM by tclowes
sportbiker's Avatar

New equity downloads but doesn't appear in ledger

resolved 2 05 Feb, 2021 07:22 PM by sportbiker
billandkaren's Avatar

Incorrect security prices in Portfolio View

resolved 4 03 Feb, 2021 09:41 PM by billandkaren
rayplayer's Avatar

Investment Performance Report Error

resolved 3 02 Feb, 2021 08:33 PM by Stuart Beesley (Mr Toolbox)
Eugenia R's Avatar

Manually importing investment account info

resolved 2 02 Feb, 2021 02:43 AM by dwg
harold's Avatar

Tracking of Precious Metals

resolved 6 31 Jan, 2021 01:49 PM by Stuart Beesley (Mr Toolbox)
Stuart Beesley (Mr Toolbox)'s Avatar

Python script to help user diagnose if they can delete a Security

resolved 3 30 Jan, 2021 07:02 PM by Stuart Beesley (Mr Toolbox)
Stuart Beesley (Mr Toolbox)'s Avatar

Python script to help user diagnose their decimal precision settings on currencies and securities

resolved 3 30 Jan, 2021 07:02 PM by Stuart Beesley (Mr Toolbox)
michaelgiorgi60's Avatar

Deferred Sales Charge accounting

resolved 4 28 Jan, 2021 10:36 PM by michaelgiorgi60
vern dosch's Avatar

Stock Price update

resolved 7 28 Jan, 2021 03:46 PM by Vernon Dosch
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


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


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

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