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
derekkent23's Avatar

Quote Loader Version 2

open 231 28 Jun, 2025 09:23 PM by derekkent23
sizweoks's Avatar

Quote loader - REITS

open 5 26 Jun, 2025 08:12 AM by dwg
kenwbwi@hotmail.com's Avatar

how can I

resolved 5 19 Jun, 2025 02:44 PM by kenwbwi@hotmail.com
PCTOMAC's Avatar

Can I change from Lots to Avg Cost

open 3 18 Jun, 2025 02:36 PM by Stuart Beesley (Mr Toolbox)
pierre-henri's Avatar

Wrong currency used for HK$ securities

open 13 16 Jun, 2025 09:23 AM by Stuart Beesley (Mr Toolbox)
bikerwoe's Avatar

VTI stock price will not upload

open 7 15 Jun, 2025 08:57 PM by bikerwoe
monty's Avatar

Adding securities

open 4 12 Jun, 2025 03:04 AM by monty
luisehsu's Avatar

Security graph date always start from 2006

assigned 6 11 Jun, 2025 05:59 AM by dtd
rcoffman@sprintmail.com's Avatar

Error in tabulating security income and expense

open 3 09 Jun, 2025 07:21 PM by rcoffman@sprintmail.com
Gina's Avatar

Schwab Duplicate Securities

open 13 08 Jun, 2025 12:20 AM by Gina
Surin Chan's Avatar

Ridiculous Security Prices

open 5 07 Jun, 2025 03:07 PM by Surin Chan
kking18474's Avatar

Quote loader update 322007

resolved 8 06 Jun, 2025 04:35 PM by kking18474
LarryCL's Avatar

Investment register split category

open 2 04 Jun, 2025 09:39 PM by dwg
michael's Avatar

Portfolio Report

open 9 03 Jun, 2025 04:26 PM by Stuart Beesley (Mr Toolbox)
Robert  Tucker's Avatar

Duplicate security

open 8 02 Jun, 2025 05:46 AM by Stuart Beesley (Mr Toolbox)
aforkosh's Avatar

Download list of stock splits in an account?

open 3 01 Jun, 2025 02:23 PM by Stuart Beesley (Mr Toolbox)
Mike Bray (Quote Loader Author)'s Avatar

Quote Loader

open 61 31 May, 2025 05:21 PM by kkubie
tguny's Avatar

Transfer of investments in kind between non-taxable accounts (401k to IRA Rollover)

open 0 29 May, 2025 05:22 PM by tguny
fabravo's Avatar

Import investment transactions from CSV

resolved 5 26 May, 2025 05:23 PM by fabravo
Jesus's Avatar

Selection of investment categories in performance reports

open 3 23 May, 2025 05:05 PM by Jesus
mario.gorreo's Avatar

Security prices do not update any longer, got error message

open 14 21 May, 2025 07:45 AM by Stuart Beesley (Mr Toolbox)
tmbgeorge's Avatar

Quote Loader, Ticker BMY loading GBX currency, not USD

open 1 20 May, 2025 01:56 PM by derekkent23
Richard Byrne's Avatar

Price Updates

open 2 19 May, 2025 05:40 PM by aforkosh
Michel Charat's Avatar

problem with the QUOTE LOADER extension

open 11 16 May, 2025 08:15 AM by Stuart Beesley (Mr Toolbox)
rogersdan's Avatar

Quote Loader didn't work

open 15 16 May, 2025 08:14 AM by Stuart Beesley (Mr Toolbox)
bschottmi's Avatar

Many Security Management issues, matching, et al.

open 8 13 May, 2025 11:44 AM by bschottmi
wrusry's Avatar

Importing csv with security prices

open 2 10 May, 2025 09:40 PM by wrusry
cwieczorek's Avatar

Securities Details Report - Tax Lots

open 13 08 May, 2025 05:10 PM by Stuart Beesley (Mr Toolbox)
jenkins007's Avatar

Merge Investment Transactions

assigned 9 08 May, 2025 02:22 PM by Maddy
Simon Smith's Avatar

Sale of shares

open 3 30 Apr, 2025 09:41 AM by dwg

Start a discussion in "Investments"

Private discussion

Body

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.