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
Ben's Avatar

Reporting security dealing

resolved 4 08 Jul, 2020 09:52 PM by dwg
Chris H's Avatar

Current value not updating when share price history changed manually

resolved 3 08 Jul, 2020 04:24 PM by derekkent23
Eberhard Muller's Avatar

New share purchase

resolved 2 08 Jul, 2020 02:16 PM by Eb Muller
Roger Barton's Avatar

Stock prices download.

resolved 1 06 Jul, 2020 06:32 PM by derekkent23
carlwilson.va's Avatar

manually updating stock prices

resolved 1 05 Jul, 2020 09:10 PM by dwg
Blair's Avatar

removing a security

resolved 2 02 Jul, 2020 09:11 PM by Dan P
roy's Avatar

portfolio and total value never match my brokerage account real value?

resolved 11 02 Jul, 2020 05:57 PM by derekkent23
Helen's Avatar

How do I update the stock prices to show current price

resolved 5 01 Jul, 2020 08:22 PM by derekkent23
Christopher's Avatar

Cost Basis & Specific Shares Report

resolved 4 01 Jul, 2020 03:28 PM by Christopher
bobaleeds's Avatar

Prices of stocks/bonds

resolved 2 30 Jun, 2020 04:28 PM by bobaleeds
Bob B's Avatar

Transferring Stocks between accounts

resolved 0 27 Jun, 2020 11:06 PM by Bob B
Byron Preuss's Avatar

Tracking 401k Accounts and Cash Value Life Insurance

resolved 1 24 Jun, 2020 01:13 AM by mhoggie
Michel Charat's Avatar

security price loader

resolved 2 23 Jun, 2020 02:03 AM by Michel Charat
jcole01108's Avatar

Calculating bond or cd value

resolved 1 20 Jun, 2020 09:38 PM by gmeirelless
nsjeremiah's Avatar

Revaluing an Asset

resolved 2 20 Jun, 2020 12:40 PM by Tom Smith
gmeirelless's Avatar

Issue to get Bovespa stock prices - All values 0

resolved 3 19 Jun, 2020 06:18 PM by derekkent23
Pk's Avatar

Option Cover Due to worthless expiry

resolved 6 17 Jun, 2020 09:34 PM by dwg
rob.warmerdam's Avatar

Where can I find the user manual for Moneydance?

resolved 1 13 Jun, 2020 07:40 PM by Ethan
Derek Pretty's Avatar

Investment performance report and Capital Gains report

resolved 1 13 Jun, 2020 07:53 AM by Derek Pretty
BH's Avatar

Best practices for recording options trades

resolved 0 09 Jun, 2020 10:48 AM by BH
jfpicard1's Avatar

Sell security to pay a fee

resolved 2 09 Jun, 2020 10:36 AM by BH
geekerator's Avatar

Gifting Securities

resolved 1 09 Jun, 2020 09:27 AM by BH
Simon's Avatar

Automatic quotes and rates

resolved 3 05 Jun, 2020 07:26 AM by derekkent23
Keith F's Avatar

Quotes and exchange rates

resolved 4 03 Jun, 2020 12:37 AM by Keith Ford
wjmadia's Avatar

Reconciliation end statement balance is always zero

resolved 5 31 May, 2020 09:49 PM by -Kevin N.
Billy Veal's Avatar

add securities

resolved 1 31 May, 2020 06:04 PM by Ethan
faye.connors's Avatar

Unable to import security prices

resolved 4 28 May, 2020 08:35 AM by derekkent23
Grayem Bartuli's Avatar

Updating Security Prices

resolved 7 22 May, 2020 06:48 PM by derekkent23
jsk's Avatar

Import Fidelity and Robinhood transactions

resolved 2 17 May, 2020 01:33 PM by jsk
tguny's Avatar

Fidelity IRA Rollover transaction download not working

resolved 1 16 May, 2020 08:01 PM by mhoggie

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