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
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

Cryptocurrencies

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)
John Digby's Avatar

Removing sold Investment from Share Price Entry List

resolved 5 27 Aug, 2021 09:36 AM by John Digby
terry allen's Avatar

How to Handle RMD withholding

resolved 1 27 Aug, 2021 09:15 AM by Bob Sacamano
fabio.grasso's Avatar

Dividend and performance

resolved 2 26 Aug, 2021 09:01 AM by fabio.grasso
fabio.grasso's Avatar

Cryptocurrencies and decimals

resolved 6 26 Aug, 2021 09:00 AM by Stuart Beesley (Mr Toolbox)
CJ Hsu's Avatar

Initial setup

resolved 1 16 Aug, 2021 09:51 PM by dwg
Judy Huff's Avatar

Investment Balances

resolved 13 15 Aug, 2021 09:46 PM by JA H
Bob Crocker's Avatar

Quote Loader and Investment Reports extensions

resolved 3 12 Aug, 2021 11:00 AM by derekkent23
Charles's Avatar

Downloaded Investment Transactions / Matching Bank Account Is Wrong

resolved 1 09 Aug, 2021 11:17 AM by Maddy
raz7's Avatar

reverse split

resolved 1 09 Aug, 2021 03:53 AM by dwg
Stuart Beesley (Mr Toolbox)'s Avatar

Security’s Decimal Place setting.

resolved 5 07 Aug, 2021 10:12 PM by Stuart Beesley (Mr Toolbox)
SG's Avatar

Stocks and Shares Individual Savings Accounts held on a platform

resolved 3 06 Aug, 2021 12:20 PM by Stuart Beesley (Mr Toolbox)
feffer777's Avatar

Mismatched security download...

resolved 13 03 Aug, 2021 11:41 PM by feffer777
Shamsu's Avatar

wrong enrty in broker account

resolved 12 01 Aug, 2021 06:06 AM by Stuart Beesley (Mr Toolbox)
Judy H's Avatar

short transactions

resolved 4 30 Jul, 2021 09:33 PM by JA H
mikeharv's Avatar

Bond Maturity Dates

resolved 0 26 Jul, 2021 10:55 PM by mikeharv
michael's Avatar

Quoteloader Aquis Stock Exchange

resolved 1 13 Jul, 2021 02:14 PM by Mike Bray (Quote Loader Author)
Mark's Avatar

Securities

resolved 2 12 Jul, 2021 11:37 AM by Mark Boldenow
Erik Johnson's Avatar

Stock Prices

resolved 0 10 Jul, 2021 10:00 PM by Erik Johnson
v+ik's Avatar

Schwab downloads work, but merging doesn't

resolved 45 07 Jul, 2021 10:47 PM by dtd
Melvyn Litvin's Avatar

How can I obtain the amount spent over a year in each category?

resolved 3 05 Jul, 2021 02:51 PM by Maddy
Guy's Avatar

Duplicate investment entries causing confusion

resolved 8 05 Jul, 2021 12:31 PM by Guy

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