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
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)
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

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