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
Lisa T's Avatar

Quote loader

resolved 3 05 Feb, 2023 05:50 AM by dwg
wrsober's Avatar

Cost basis of short option (opening covered call transactions) is improperly presented on the Investment Portfolio Summary

resolved 0 04 Feb, 2023 09:59 PM by wrsober
netr@cer's Avatar

Recording certain types of transactions

resolved 7 04 Feb, 2023 12:21 AM by dwg
netr@cer's Avatar

Inactive security in account

resolved 4 03 Feb, 2023 11:29 PM by dwg
Jeannine's Avatar

incorrect price in Quote Loader

resolved 2 03 Feb, 2023 08:04 AM by Jeannine Lehman
bschottmi's Avatar

Transactions not downloading

resolved 2 02 Feb, 2023 10:49 PM by dtd
shamsu hamid's Avatar

mutual fund rate

resolved 0 02 Feb, 2023 07:06 AM by shamsu hamid
gbonawitz's Avatar

Tracking stock option (grants & then latter exercises)

resolved 3 01 Feb, 2023 11:45 AM by gbonawitz
netr@cer's Avatar

Proper classification of downloaded transactions

resolved 3 01 Feb, 2023 04:27 AM by dwg
gbonawitz's Avatar

How does MD determine "new" investment transactions when downloading?

resolved 4 01 Feb, 2023 03:21 AM by gbonawitz
bschottmi's Avatar

Question about Toolbox, MD Plus, and Transaction Download Dates

resolved 2 30 Jan, 2023 11:20 PM by bschottmi
gbonawitz's Avatar

handling of ESPP v. RSU v. ~ "regular purchase" shares

resolved 8 27 Jan, 2023 01:39 AM by dwg
Ron English's Avatar

How to move investments from one acct to another acct

resolved 1 25 Jan, 2023 11:14 AM by Maddy
simon's Avatar

File load error in Load Security Transactions

resolved 11 25 Jan, 2023 10:42 AM by simon
netr@cer's Avatar

"Special" investment categories imported from Quicken

resolved 1 23 Jan, 2023 09:52 PM by dwg
netr@cer's Avatar

Confused about investment account - bank register

resolved 2 23 Jan, 2023 05:54 PM by netr@cer
dtd's Avatar

Can you remove securites from the security detail page if stock amount is zero?

resolved 8 22 Jan, 2023 09:25 PM by dtd
wa1oui's Avatar

Several Questions on Quote Loader

resolved 3 22 Jan, 2023 12:29 PM by wa1oui
kerrychesbro's Avatar

Investment Register SortIng

resolved 0 21 Jan, 2023 02:13 PM by kerrychesbro
kerrychesbro's Avatar

Duplicate investments

resolved 7 19 Jan, 2023 05:27 PM by Stuart Beesley (Mr Toolbox)
jamkb's Avatar

merging investment transactions

resolved 0 19 Jan, 2023 01:36 AM by jamkb
darickard's Avatar

Stock Split

resolved 8 18 Jan, 2023 05:30 PM by aguille
Bob Crocker's Avatar

Quote Loader and "Accounting for spin-offs"

resolved 7 18 Jan, 2023 04:50 PM by Bob Crocker
kerrychesbro's Avatar

Transactions share count do not match count in portfolio.

resolved 0 17 Jan, 2023 03:22 AM by kerrychesbro
David Greene's Avatar

Extension Quote Loader just disappeared and not listed as available

resolved 1 16 Jan, 2023 10:44 PM by David L Greene
David Greene's Avatar

Ignore earlier message on Quoteloader, it installed, must have been a mac thing, just switched to mac

resolved 0 16 Jan, 2023 10:43 PM by David Greene
kvanospam's Avatar

Listing a Defined Benefit Pension Plan in Investment Accounts?

resolved 0 15 Jan, 2023 05:09 PM by kvanospam
jweil's Avatar

Manually Entering Cost Basis and Securities

resolved 7 12 Jan, 2023 08:14 PM by Stuart Beesley (Mr Toolbox)
Eduardo Zalduendo's Avatar

Stock Exchange inclusion

resolved 2 10 Jan, 2023 12:42 AM by dwg
Mike Bray (Quote Loader Author)'s Avatar

Quote Loader build 3058

resolved 0 07 Jan, 2023 10:40 AM by Mike Bray (Quote Loader Author)

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