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
bluesinbflat's Avatar

How do I undo changes to an account?

resolved 1 22 Mar, 2020 09:27 PM by Ethan
lroche's Avatar

Investment Performance Report Calculations

resolved 1 22 Mar, 2020 11:57 AM by Dan Hanger
dtd's Avatar

Cant eliminate "security" in an interest transaction

resolved 3 18 Mar, 2020 08:29 AM by dwg
clive's Avatar

Investment Performance & Portfolio Views within Graphs & Reports

resolved 5 17 Mar, 2020 07:03 PM by clive
Adam Bellchambers's Avatar

Updating stock prices

resolved 2 17 Mar, 2020 02:08 PM by derekkent23
Tim's Avatar

Stock Prices not displaying "CHANGE" for Day to Day

resolved 21 13 Mar, 2020 06:04 PM by Tim
bschottmi's Avatar

Alphavantage not updating all securities

resolved 15 11 Mar, 2020 08:44 PM by dwg
hborchert2's Avatar

Mass change of securities

resolved 2 11 Mar, 2020 08:36 PM by hborchert2
kuip's Avatar

Capital Gains

resolved 1 02 Mar, 2020 09:08 PM by dwg
dtd's Avatar

Stock Volume not recording

resolved 3 28 Feb, 2020 10:21 PM by derekkent23
doktorj707's Avatar

Security prices overwritten after upgrade to MD 2019

resolved 1 27 Feb, 2020 01:47 PM by doktorj707
John's Avatar

Automatic Download

resolved 1 22 Feb, 2020 08:03 PM by Ethan
alan.hawken's Avatar

Currency Translation

resolved 4 21 Feb, 2020 09:47 PM by alan.hawken
architul's Avatar

How to account for increases in value of equities

resolved 4 21 Feb, 2020 09:43 PM by architul
David Brewster's Avatar

Can't get updated stock prices

resolved 2 20 Feb, 2020 03:52 AM by David Brewster
Ross Addinall's Avatar

Getting prices for funds

resolved 2 18 Feb, 2020 06:37 PM by derekkent23
sprimost's Avatar

Challenged! How to reset mortgage balance when doing a recast

resolved 0 17 Feb, 2020 09:48 PM by sprimost
dschaller78's Avatar

Issues with investment accounts

resolved 3 17 Feb, 2020 07:59 PM by dwg
Lisa's Avatar

Unable to delete unused securities

resolved 3 17 Feb, 2020 02:21 AM by -Kevin N.
jwp.perry's Avatar

XFR transaction automatically created, why?

resolved 0 17 Feb, 2020 12:47 AM by jwp.perry
CJ's Avatar

Downloaded transactions incorrectly labeled as Div or Buy when they are DivReinvest

resolved 2 16 Feb, 2020 09:12 PM by dtd
CJ's Avatar

MoneyDance QIF Investment Import from Quicken is AWFUL

resolved 5 15 Feb, 2020 09:16 PM by dtd
lambert's Avatar

csv format

resolved 3 11 Feb, 2020 10:49 AM by dwg
Cara's Avatar

adding initial cash balances to an investment account in three currencies & moving cash to chequing

resolved 2 11 Feb, 2020 04:20 AM by Nancy Morton
truusje gamlin's Avatar

Switching Investments

resolved 5 10 Feb, 2020 09:03 PM by dwg
alannies's Avatar

How to adjust the basis for a portfolio

resolved 1 08 Feb, 2020 08:25 PM by dwg
esteban.lahoz's Avatar

Cripto assets

resolved 1 07 Feb, 2020 12:26 AM by dwg
soleroadams's Avatar

The New Quote Loader: Security Prices Inflated

resolved 8 05 Feb, 2020 10:23 AM by soleroadams
Fredy Walser's Avatar

updating share price

resolved 6 04 Feb, 2020 10:24 PM by derekkent23
Robin Vollert's Avatar

How do I add my investents to my Moneydance software?

resolved 5 02 Feb, 2020 07:04 PM by derekkent23

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