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
Paul Ballent's Avatar

reconciling

resolved 1 19 Mar, 2016 01:47 AM by Ben Spencer
m.hedley's Avatar

Hiding inactive securities

resolved 2 18 Mar, 2016 11:10 PM by m.hedley
C A Arkell's Avatar

Removal

resolved 0 17 Mar, 2016 11:20 AM by C A Arkell
powert21669's Avatar

How to update Unit Values for investments

resolved 5 17 Mar, 2016 08:33 AM by dwg
m.goree.dis's Avatar

Investment account

resolved 8 14 Mar, 2016 09:52 PM by m.goree.dis
Geza Soos's Avatar

how do I enter beginning shares balances?

resolved 1 14 Mar, 2016 04:22 PM by Tom Freeman
William Baker's Avatar

How do I delete an unused security when system says it's in use?

resolved 5 12 Mar, 2016 09:39 PM by William Baker
Elizabeth Simon's Avatar

capital gains report Fee not deducted from gain/loss in Sell transactions

resolved 5 11 Mar, 2016 01:30 PM by Elizabeth M G Simon
Mark Basore's Avatar

How to enter a stock purchase

resolved 1 10 Mar, 2016 09:04 PM by dwg
William Baker's Avatar

Capital gains report should show purchase dates

resolved 5 09 Mar, 2016 08:24 PM by Tom Freeman
tdworden's Avatar

The Register view only allows Xfr as an Action. I wish to use a Buy option.

resolved 2 08 Mar, 2016 07:52 PM by tdworden
petelucas's Avatar

security prices download

resolved 1 07 Mar, 2016 09:48 PM by -Kevin N.
Graham Post's Avatar

Stock Price on Yahoo changed from £ to p

resolved 3 07 Mar, 2016 06:49 PM by -Kevin N.
William Baker's Avatar

Capital gains report can't handle short sales

resolved 0 03 Mar, 2016 08:21 PM by William Baker
Patrick Phee's Avatar

Download

resolved 1 01 Mar, 2016 07:59 PM by -Kevin N.
Helen Simpson's Avatar

Ticker symbols for investments

resolved 1 27 Feb, 2016 08:43 PM by Tom Freeman
cdmead's Avatar

I don't think I have my investments account set up the best way.

resolved 0 25 Feb, 2016 11:42 PM by cdmead
Christopher Lee's Avatar

How do I specify exchange when transfer money between two investment accounts?

resolved 2 25 Feb, 2016 03:19 PM by Christopher Lee
Ted Henebery's Avatar

How to set up an investments. Putting in price and quanities

resolved 1 23 Feb, 2016 03:21 PM by Jenny
kking18474's Avatar

Capital Gains report question

resolved 3 22 Feb, 2016 07:38 PM by Tom Freeman
sharpe's Avatar

entering a stock combination

resolved 1 19 Feb, 2016 08:59 PM by Tom Freeman
Mike Phillips's Avatar

How do I add a new security (shares bought in a new company) to an investment?

resolved 0 19 Feb, 2016 10:25 AM by Mike Phillips
big unit's Avatar

TSP

resolved 1 16 Feb, 2016 10:25 PM by David Hanley
bill_jacky's Avatar

Tracking Capital Gains

resolved 2 16 Feb, 2016 02:15 AM by dwg
Greg Empey's Avatar

Entering in new transactions

resolved 2 08 Feb, 2016 06:18 PM by Greg Empey
richard-a's Avatar

Income Performance of Investments

resolved 7 08 Feb, 2016 02:57 PM by richard-a
Patrice's Avatar

IRR, splits and options

resolved 1 07 Feb, 2016 11:41 PM by Tom Freeman
Wayne Wiley's Avatar

setting up account and only wanting to download new transactions not history

resolved 1 06 Feb, 2016 07:39 PM by Ben Spencer
geoff burks's Avatar

History

resolved 3 05 Feb, 2016 05:54 AM by dwg
Ira's Avatar

Going to the next month's transactions

resolved 2 03 Feb, 2016 08:38 PM by Tom Freeman

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