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
NBG's Avatar

Investment Account Field Questions

open 8 21 Apr, 2024 10:20 PM by dwg
Forbes Hamilton's Avatar

Quote loader stopped getting 1 security of 4 and all exchange rates

open 6 21 Apr, 2024 05:59 PM by derekkent23
ekbrenner82's Avatar

Most recent upgrade won't accept my license number

open 7 19 Apr, 2024 11:32 PM by ekbrenner82
carrbigdog's Avatar

Moving securities from one brokerage to another (U.S. In Kind Transfer)

open 1 19 Apr, 2024 09:12 PM by carrbigdog
Steve Maze's Avatar

How can I delete unused securities?

open 4 18 Apr, 2024 08:42 PM by Stuart Beesley (Mr Toolbox)
davestirling1's Avatar

Is Quote Loader the only way to download stock prices?

open 3 18 Apr, 2024 07:37 AM by derekkent23
Amar's Avatar

Simple Mode: Track Positions Only

open 1 18 Apr, 2024 02:33 AM by Mojavedxer
Mike Bray (Quote Loader Author)'s Avatar

Getting Security Prices

open 7 17 Apr, 2024 07:34 AM by derekkent23
moi2fl's Avatar

Quote loader

open 1 16 Apr, 2024 09:12 PM by derekkent23
Alex's Avatar

Crypto prices not updating

open 1 15 Apr, 2024 07:39 PM by derekkent23
mvkguard+383's Avatar

Price Entry

open 5 15 Apr, 2024 08:23 AM by derekkent23
fabravo's Avatar

Combining two investing accounts or moving securities from one account to another

open 7 14 Apr, 2024 03:22 PM by Stuart Beesley (Mr Toolbox)
plumasrat's Avatar

Remove "stock at a Glance" from home page

open 3 12 Apr, 2024 03:50 PM by plumasrat
Terry Christian's Avatar

transferring shares between investment account

open 11 12 Apr, 2024 03:50 AM by Eduardo Zalduendo
mhoggie's Avatar

ROI calculation in Investment Performance Report

open 8 08 Apr, 2024 12:29 PM by Stuart Beesley (Mr Toolbox)
Scott Severe's Avatar

How To Add Shares with 6 decimal points

open 3 08 Apr, 2024 01:57 AM by dtd
sprimost's Avatar

Handling of "Return of Capital"

open 13 04 Apr, 2024 04:21 PM by Ali
retail's Avatar

How does MD calculate cost basis

open 3 04 Apr, 2024 10:27 AM by Stuart Beesley (Mr Toolbox)
philipjhunt's Avatar

Clearing account setup

open 1 03 Apr, 2024 10:32 AM by dwg
philipjhunt's Avatar

Clearing account setup

open 0 03 Apr, 2024 06:26 AM by philipjhunt
HB Falkena's Avatar

Implied share price

resolved 3 02 Apr, 2024 09:06 AM by Maddy
james's Avatar

Total Returns (Capital Gains + Dividends)

open 0 01 Apr, 2024 08:48 PM by james
David Greene's Avatar

GENERAL QUESTION: Better to setup securities manually or let MD do it automatically?

open 3 22 Mar, 2024 11:18 PM by David L Greene
Bob's Avatar

Ticket #4695, merge downloaded transactions in investment accounts

assigned 4 22 Mar, 2024 01:29 PM by LarryCL
Neil Barrett's Avatar

OEIC Investment 10 times too high.

open 8 18 Mar, 2024 02:47 PM by derekkent23
gabriel.hernandez's Avatar

Currency value discrepancies

open 1 16 Mar, 2024 05:04 PM by gabriel.hernandez
George Tovrea's Avatar

Import shares and prices only

resolved 1 11 Mar, 2024 08:52 PM by dwg
clive's Avatar

Quote Loader

resolved 7 11 Mar, 2024 04:57 PM by derekkent23
Alan Charles's Avatar

Price updates via Quote Loader - JPM UK Small Cap Growth & Income Investment Trust

resolved 3 09 Mar, 2024 10:09 AM by derekkent23
dwieliczka's Avatar

MoneyDance+

resolved 7 01 Mar, 2024 05:16 PM by Maddy

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