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
Peter Linley's Avatar

Transaction symbol not showing in security chart in investments

resolved 5 17 Sep, 2021 04:06 PM by Stuart Beesley (Mr Toolbox)
Judy's Avatar

Totals Incorrect

resolved 17 13 Sep, 2021 01:01 PM by Stuart Beesley (Mr Toolbox)
dcm's Avatar

create report on total dividends for a stock?

resolved 2 13 Sep, 2021 10:44 AM by tgilbert666
jerryxe's Avatar

A question regarding dividend reinvestment and tax/cost basis

resolved 16 10 Sep, 2021 05:58 PM by Stuart Beesley (Mr Toolbox)
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

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