Investment Reports Extension Error

harold's Avatar


20 May, 2021 02:25 PM

I just ran your extension for the first time and the log contains an error that blocks the report generation. It concerns a transaction in a reconciled account (lots are matched) that is a reinvested dividend (verified with the statement) but the extension says:
WPM Date: 12/11/13 takes position from flat to long, so must be a BUY or BUYXFER, but instead is a DIVIDEND_REINVEST

I think your extension could be very useful to me so I have spell checked the numerous errors in the help file that seem to be the result of words merging. I have uploaded it in case it is helpful to you and others.

  1. System closed this discussion on 19 Aug, 2021 02:30 PM.

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