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
Stuart Beesley (Mr Toolbox)'s Avatar

Cost basis calculations

resolved 9 30 Mar, 2018 02:46 PM by Stuart Beesley (Mr Toolbox)
Fred Abele's Avatar

Updated quotes

resolved 26 30 Mar, 2018 01:39 PM by derekkent23
Peter Stern's Avatar

Update stock prices

resolved 2 29 Mar, 2018 09:40 PM by Peter Stern
sellick's Avatar

Security Price Entry Extension

resolved 6 28 Mar, 2018 04:32 PM by sellick
walt schwarz's Avatar

Cannot assign lots when buy & sell on same day

resolved 0 25 Mar, 2018 04:27 PM by walt schwarz
Frank A's Avatar

Fidelity Investments Direct Connect Stopped Working

resolved 6 24 Mar, 2018 09:26 PM by cscj01
denmak38's Avatar

Removing Stocks from Summary Page

resolved 3 24 Mar, 2018 08:51 PM by dwg
Fred's Avatar

Impossible to update security price

resolved 41 20 Mar, 2018 08:44 AM by derekkent23
steve_hall1's Avatar

How to manually update Unit Trust (Mutual Trust) prices

resolved 2 19 Mar, 2018 05:54 PM by derekkent23
JimRB's Avatar

Security History has gone haywire for current price - increases 1/3 each time

resolved 14 18 Mar, 2018 01:09 PM by derekkent23
charles.cross2's Avatar

Import from file stopped working

resolved 3 11 Mar, 2018 11:24 PM by charles.cross2
Liam Kieran's Avatar

Alphavantage share price download

resolved 1 08 Mar, 2018 04:51 PM by derekkent23
lodewijk's Avatar

Share transfers appear to be not working

resolved 4 08 Mar, 2018 12:11 PM by lodewijk
bosie88's Avatar

New Problem Downloading with Quotes and Exchange Rates Extension

resolved 5 07 Mar, 2018 04:52 PM by -Kevin N.
Janice Rieker's Avatar

How to add them

resolved 3 06 Mar, 2018 02:49 AM by -Kevin N.
sara.nolan1965's Avatar

Reporting cost basis on lots matched buy-sell

resolved 1 04 Mar, 2018 06:34 PM by sara.nolan1965
Bob's Avatar

Price update issues

resolved 5 04 Mar, 2018 06:07 PM by derekkent23
steve.frandzel's Avatar

Fund price always shows $100

resolved 0 03 Mar, 2018 09:15 PM by steve.frandzel
LARRY LOWE's Avatar

New User wants to download account info from company web site

resolved 1 02 Mar, 2018 08:53 PM by dwg
Jeremy Watts's Avatar

Stock price

resolved 1 02 Mar, 2018 04:34 PM by derekkent23
Adam Bellchambers's Avatar

Rogue Securities!!!

resolved 2 02 Mar, 2018 12:12 PM by Adam Bellchambers
Uwe's Avatar

Alphavantage - Quotes Update fail

resolved 3 02 Mar, 2018 09:03 AM by derekkent23
JL's Avatar

Alphavantage Mutual Fund quotes

resolved 112 01 Mar, 2018 12:40 PM by derekkent23
axeltracy's Avatar

Alphavantage Syncing Not Performing Recently, and advice?

resolved 3 01 Mar, 2018 09:10 AM by axeltracy
Terry W. Potter's Avatar

Pass word

resolved 2 28 Feb, 2018 10:16 PM by dwg
elizabeth simon's Avatar

Reporting Investment lots

resolved 2 28 Feb, 2018 02:34 PM by Elizabeth M G Simon
Clarence Pinto's Avatar

TD Ameritrade took over Scottrade

resolved 0 28 Feb, 2018 01:53 AM by Clarence Pinto
Jim Cook's Avatar

Incorrect investment prices

resolved 5 27 Feb, 2018 09:17 AM by jim cook
Adam Bellchambers's Avatar

A mix of Assets and Investments

resolved 1 23 Feb, 2018 09:00 PM by dwg
BrianS's Avatar

Create brokerage transactions from CSV

resolved 8 23 Feb, 2018 04:14 PM by BrianS

Start a discussion in "Investments"

Private discussion

Body

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.