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
triciaalesbury's Avatar


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
Michael MCCadden's Avatar

Adding share volume

resolved 0 18 Dec, 2020 04:33 PM by Michael MCCadden
Kirit Kapadia's Avatar

Unable to get Security Prices Updates

resolved 3 18 Dec, 2020 02:45 AM by dwg
gordon.dow's Avatar


resolved 21 16 Dec, 2020 02:16 PM by gordon.dow
Tom's Avatar

Unrecognized gains & losses on investments

resolved 6 16 Dec, 2020 08:38 AM by derekkent23
jojo's Avatar

Is there an overview on how to set up shares in a different currency?

resolved 1 15 Dec, 2020 08:56 PM by dwg
dcm's Avatar

Quotes and Exchange Rates does nothing.

resolved 5 13 Dec, 2020 08:19 AM by derekkent23
Robert Kessel's Avatar

mutual and brokerage accounts that track share number

resolved 9 12 Dec, 2020 08:11 PM by Stuart Beesley (Mr Toolbox)
Fred's Avatar

Changing Custodian of my Investment Accounts

resolved 8 09 Dec, 2020 06:00 PM by Fred
Terry's Avatar

Download Investment Portfolio Transactions has stopped working

resolved 5 07 Dec, 2020 09:47 PM by fi
Marc's Avatar

Quotes donĀ“t update in the new version

resolved 13 07 Dec, 2020 07:23 PM by Marc
dstephure's Avatar

Importing Historical Security Prices

resolved 25 05 Dec, 2020 09:32 PM by derekkent23
david.d's Avatar

Calculation of cost basis for options trades

resolved 0 05 Dec, 2020 07:45 PM by david.d
m.goree.dis's Avatar

how to record a specific type of transaction

resolved 9 04 Dec, 2020 09:42 PM by m.goree.dis
Chris's Avatar

Edited: Does Quotes Loader update a particular days data after the first time it gets it?

resolved 9 02 Dec, 2020 11:52 AM by Chris
Marvin Dietrich's Avatar

Transfer of funds

resolved 4 27 Nov, 2020 10:17 PM by -Kevin N.
davidsclove's Avatar

How can I include short and long term capital gains in the detailed income and expenses report?

resolved 1 25 Nov, 2020 07:21 PM by dwg
mjw's Avatar

New sponoff: Viatris (VTRS) - how to add to MD portfolio

resolved 9 21 Nov, 2020 07:41 PM by dwg
Chris's Avatar

How to load currency history data use the "load security history" extension

resolved 17 19 Nov, 2020 01:09 PM by derekkent23
cscj01's Avatar

Investment reports error

resolved 1 19 Nov, 2020 08:14 AM by Stuart Beesley (Mr Toolbox)
Ron Radke's Avatar

Quotes and Exchange Rates extension

resolved 7 18 Nov, 2020 03:53 PM by derekkent23
Rita Storms's Avatar

stock split

resolved 3 12 Nov, 2020 05:24 PM by Stuart Beesley (Mr Toolbox)
atwood.t's Avatar

All fund and stock prices defaulting to $100 on brokerage downloads

resolved 6 11 Nov, 2020 01:53 AM by atwood.t
Cleary's Avatar

TIAA Traditional Price error

resolved 0 10 Nov, 2020 06:00 PM by Cleary
Reed Nelson's Avatar

Automatic stock price update

resolved 1 10 Nov, 2020 08:22 AM by derekkent23
Hania's Avatar

Security and Stock Prices Not Updating

resolved 1 09 Nov, 2020 08:58 PM by derekkent23

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