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
dschaller78's Avatar

Why can't I transfer assets to another account?

resolved 2 26 Oct, 2021 03:55 PM by Stuart Beesley (Mr Toolbox)
Jay's Avatar

I need to setup a second security with the same ticker symbol

resolved 10 26 Oct, 2021 07:07 AM by derekkent23
James Kruse's Avatar

How do i enter investment transactions

resolved 1 21 Oct, 2021 12:06 AM by dwg
roy's Avatar

Charles Schwab not downloading again starting September 30

resolved 7 20 Oct, 2021 02:27 PM by roy
James Kruse's Avatar

entering fund blances

resolved 1 20 Oct, 2021 01:29 AM by dwg
joy.weinbaum's Avatar

Merging securities

resolved 3 18 Oct, 2021 10:03 PM by Stuart Beesley (Mr Toolbox)
karigg's Avatar

Transfer between investment managers

resolved 1 17 Oct, 2021 05:00 PM by Stuart Beesley (Mr Toolbox)
Steven B's Avatar

Vanguard DivReinvest is decreasing my cash balance

resolved 2 16 Oct, 2021 08:49 PM by dwg
christophe Roudin's Avatar

removing securities

resolved 3 16 Oct, 2021 07:45 PM by Christophe
davidblaise751's Avatar

Summary page investment balance - does not match accounts

resolved 2 13 Oct, 2021 01:11 PM by Stuart Beesley (Mr Toolbox)
Arie's Avatar

Regarding linking of Questrade to Investments account

resolved 0 11 Oct, 2021 03:07 PM by Arie
dcm's Avatar

Quote Loader not picking up one stock

resolved 3 07 Oct, 2021 08:32 PM by derekkent23
Nick Pell's Avatar

add investments at zero cost i.e. increase stock quantity at no cost

resolved 5 07 Oct, 2021 05:48 PM by Stuart Beesley (Mr Toolbox)
Charles's Avatar

duplicate security

resolved 2 02 Oct, 2021 05:38 AM by Stuart Beesley (Mr Toolbox)
Hot Karl's Avatar

Throttling alphavantage feed

resolved 1 23 Sep, 2021 07:07 AM by derekkent23
John Pierce's Avatar

How to handle Fidelity Cash Accounts

resolved 1 18 Sep, 2021 07:54 PM by JJ Pierce
Bob B's Avatar

Return of Capital (specifically a spin-off)

resolved 0 18 Sep, 2021 04:51 PM by Bob B
Peter Linley's Avatar

Transaction symbol not showing in security chart in investments

resolved 5 17 Sep, 2021 04:06 PM by Stuart Beesley (Mr Toolbox)
Judy's Avatar

Totals Incorrect

resolved 17 13 Sep, 2021 01:01 PM by Stuart Beesley (Mr Toolbox)
dcm's Avatar

create report on total dividends for a stock?

resolved 2 13 Sep, 2021 10:44 AM by tgilbert666
jerryxe's Avatar

A question regarding dividend reinvestment and tax/cost basis

resolved 16 10 Sep, 2021 05:58 PM by Stuart Beesley (Mr Toolbox)
michael's Avatar

return of capital

resolved 2 10 Sep, 2021 02:03 PM by michael
Matthew Blum's Avatar

Delete stock split entered in error

resolved 2 05 Sep, 2021 01:08 AM by Matthew Blum
tgilbert666's Avatar

Capital Gains Report - adding adhoc items

resolved 4 03 Sep, 2021 03:52 AM by dwg
Rod's Avatar


resolved 3 31 Aug, 2021 11:39 AM by Rod
Simon Smith's Avatar

How to create a simple record of shares held

resolved 3 30 Aug, 2021 01:58 PM by Simon Smith
Mike Bray (Quote Loader Author)'s Avatar

Multiple Securities for same Ticker

resolved 12 30 Aug, 2021 01:03 PM by Stuart Beesley (Mr Toolbox)
retail's Avatar

Quoteloader Missing Securities

resolved 29 30 Aug, 2021 07:38 AM by derekkent23
carrbigdog's Avatar

Stock spinoff

resolved 1 30 Aug, 2021 06:26 AM by carrbigdog
Nick Pell's Avatar

can't enter quantity in investement purchase

resolved 5 27 Aug, 2021 12:16 PM by Stuart Beesley (Mr Toolbox)

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