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
rogersdan's Avatar

Quote Loader didn't work

open 1 07 May, 2025 12:52 PM by Rich W
Michel Charat's Avatar

problem with the QUOTE LOADER extension

open 10 07 May, 2025 04:12 AM by jerryxe
Mark Wiegert's Avatar

Quotes and Exchange Rates Extension

open 1 06 May, 2025 02:49 PM by derekkent23
aforkosh's Avatar

Download list of stock splits in an account?

open 2 01 May, 2025 02:21 AM by Stuart Beesley (Mr Toolbox)
derekkent23's Avatar

Quote Loader Version 2

open 157 30 Apr, 2025 08:08 PM by Timppa
Simon Smith's Avatar

Sale of shares

open 3 30 Apr, 2025 09:41 AM by dwg
Bob C.'s Avatar

Portfolio Value as of a specific date

open 1 26 Apr, 2025 04:41 PM by -Kevin N.
mark's Avatar

Transfer Transactions and Lot Info to Different Account

open 4 24 Apr, 2025 06:15 AM by Stuart Beesley (Mr Toolbox)
jenkins007's Avatar

Merge Investment Transactions

assigned 6 19 Apr, 2025 09:26 PM by Ambassador Dave
lkeppeljunk's Avatar

Ticket #4695, merge downloaded transactions in investment accounts

assigned 1 17 Apr, 2025 03:28 PM by jeffstified
Jesus's Avatar

Selection of investment categories in performance reports

open 2 16 Apr, 2025 03:47 PM by Jesus
Will L's Avatar

Capital Gains Report Not Working. Hangs On, "Generating" v.2024.1(5118)

open 3 14 Apr, 2025 06:26 PM by Will L
Don Mohle''s Avatar

Security xfer between accounts

open 6 12 Apr, 2025 07:13 PM by Sara Cabrol
Walter's Avatar

How to Install a Quote Loader for my Stockmarket Account

open 1 08 Apr, 2025 11:28 AM by Maddy
David Acker's Avatar

bad price downloaded

open 2 07 Apr, 2025 04:28 PM by derekkent23
Steven Gularte's Avatar

403(b) accounts

open 1 07 Apr, 2025 01:12 PM by Maddy
dtd's Avatar

A requested fix initially asked for on April 1.

open 9 05 Apr, 2025 04:25 PM by derekkent23
cbrucefisher's Avatar

Quote and Exchange Update Frequency

resolved 7 03 Apr, 2025 04:08 PM by derekkent23
Kent's Avatar

Stock Price Updates

open 9 01 Apr, 2025 04:48 PM by Kent Limketkai
rcoffman@sprintmail.com's Avatar

investment prices not updating since end of year

open 1 31 Mar, 2025 09:48 PM by derekkent23
rsworden's Avatar

Representing property in Moneydance (again)

open 2 31 Mar, 2025 03:59 AM by rsworden
rsworden's Avatar

Investment balances in Foresight?

open 4 29 Mar, 2025 09:17 PM by rsworden
Will's Avatar

Investment Management Suggestion

assigned 7 27 Mar, 2025 03:54 PM by Will
Barb's Avatar

Unvested stock grants

open 0 23 Mar, 2025 02:17 PM by Barb
gpolk's Avatar

Portfolio values not even close

open 7 19 Mar, 2025 08:11 PM by dwg
shamsu's Avatar

recording dividend income

open 1 12 Mar, 2025 08:13 AM by Stuart Beesley (Mr Toolbox)
George W Tovrea's Avatar

Vanguard Money Market Fund download problem...

open 1 08 Mar, 2025 05:56 PM by George W Tovrea
Don Mohle''s Avatar

Inv account won't let me enter a BUY transaction, insists on XFER

open 5 07 Mar, 2025 06:59 PM by Don Mohle
frog9394's Avatar

How to control chart start date?

assigned 10 07 Mar, 2025 02:36 PM by frog9394
Jim G's Avatar

Stock buyout

open 2 06 Mar, 2025 02:22 PM by Stuart Beesley (Mr Toolbox)

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.

Recent Discussions

07 May, 2025 05:32 PM
07 May, 2025 03:08 PM
07 May, 2025 02:44 PM
07 May, 2025 02:20 PM
07 May, 2025 01:57 PM