portfolio

mip58's Avatar

mip58

01 Jun, 2009 09:41 PM

A great feature is to allow the portfolio to transfer stocks between broker accounts. This is a common practice for traders and would allow us to get rid of Quicken which would be great.

The transfer would take the complete history of the stock transaction and move it to another brokers firm and or bank. The reason for this is to get the stock to different places to sell the stock for better commission rates.

There is a hugh need for a software company to do this , besides Quicken because it crashes all the time. IF u look at the Quicken investment section u will see that u can transfer from one broker to another and u don't loose the paper trail that shows where the transfer originated. Also the investment section/portfolio should be able to handle thousands of trades per year.

Hope this can be done and quickly because u will see a lot of this software to traders throughout the U.S.

  1. 1 Posted by Angie Rauscher on 01 Jun, 2009 11:55 PM

    Angie Rauscher's Avatar

    I am discussing this request with our developer to see what seems possible and probable. I will post more information in the next few days.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Angie Rauscher Moneydance Support

  2. 2 Posted by mip58 on 02 Jun, 2009 12:02 AM

    mip58's Avatar

    Thanks

  3. 3 Posted by John Selden on 02 Jun, 2009 12:33 AM

    John Selden's Avatar

    I posted this as a feature suggestion less than a month ago. It sounds like it is not something that can be implemented. See the following thread:

    http://help.infinitekind.com/discussions/suggestions/66-ability-to-transfer-shares-between-investment-accounts

  4. 4 Posted by mip58 on 02 Jun, 2009 02:14 AM

    mip58's Avatar

    Have u found a software program that allows u to do this. We use
    Quicken but it keeps crashing. Any suggestions?

  5. 5 Posted by Angie Rauscher on 05 Jun, 2009 06:33 PM

    Angie Rauscher's Avatar

    I spoke with our developer about this issue. He says that it is is possible in the long term, and unlikely in the short term. I encourage you to suggest this feature using our trac and wiki system.

    Our wiki is integrated with our feature request and bug reporting system. Please feel free to use these systems to help improve Moneydance by bringing bugs to our attention and requesting new features. We now also have voting on all existing tickets, which helps us determine which requests have the most demand.

    I don't know of any programs that would fill this need, but I am sure they are out there. You might want to consider asking a professional broker or trader.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance!

    Angie Rauscher Moneydance Support

  6. Angie Rauscher closed this discussion on 05 Jun, 2009 06:33 PM.

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