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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
	Moneydance+ Investment Account Download Started by Alan via web	open	1	31 May, 2025 08:00 PM by dtd
	Quote Loader Started by Mike Bray (Quote Loader Author) via web	open	61	31 May, 2025 05:21 PM by kkubie
	Transfer of investments in kind between non-taxable accounts (401k to IRA Rollover) Started by tguny via web	open	0	29 May, 2025 05:22 PM by tguny
	Portfolio Report Started by michael via web	open	7	28 May, 2025 05:28 PM by Stuart Beesley (Mr Toolbox)
	Import investment transactions from CSV Started by fabravo via web	resolved	5	26 May, 2025 05:23 PM by fabravo
	Quote Loader Version 2 Started by derekkent23 via web	open	218	26 May, 2025 09:57 AM by Stuart Beesley (Mr Toolbox)
	Selection of investment categories in performance reports Started by Jesus via web	open	3	23 May, 2025 05:05 PM by Jesus
	Security prices do not update any longer, got error message Started by mario.gorreo via web	open	14	21 May, 2025 07:45 AM by Stuart Beesley (Mr Toolbox)
	Quote Loader, Ticker BMY loading GBX currency, not USD Started by tmbgeorge via web	open	1	20 May, 2025 01:56 PM by derekkent23
	Price Updates Started by Richard Byrne via web	open	2	19 May, 2025 05:40 PM by aforkosh
	problem with the QUOTE LOADER extension Started by Michel Charat via web	open	11	16 May, 2025 08:15 AM by Stuart Beesley (Mr Toolbox)
	Quote Loader didn't work Started by rogersdan via web	open	15	16 May, 2025 08:14 AM by Stuart Beesley (Mr Toolbox)
	Many Security Management issues, matching, et al. Started by bschottmi via web	open	8	13 May, 2025 11:44 AM by bschottmi
	Importing csv with security prices Started by wrusry via web	open	2	10 May, 2025 09:40 PM by wrusry
	Securities Details Report - Tax Lots Started by cwieczorek via web	open	13	08 May, 2025 05:10 PM by Stuart Beesley (Mr Toolbox)
	Merge Investment Transactions Started by jenkins007 via web	assigned	9	08 May, 2025 02:22 PM by Maddy
	Download list of stock splits in an account? Started by aforkosh via web	open	2	01 May, 2025 02:21 AM by Stuart Beesley (Mr Toolbox)
	Sale of shares Started by Simon Smith via web	open	3	30 Apr, 2025 09:41 AM by dwg
	Portfolio Value as of a specific date Started by Bob C. via web	open	1	26 Apr, 2025 04:41 PM by -Kevin N.
	Transfer Transactions and Lot Info to Different Account Started by mark via web	open	4	24 Apr, 2025 06:15 AM by Stuart Beesley (Mr Toolbox)
	Ticket #4695, merge downloaded transactions in investment accounts Started by lkeppeljunk via web	assigned	1	17 Apr, 2025 03:28 PM by jeffstified
	Capital Gains Report Not Working. Hangs On, "Generating" v.2024.1(5118) Started by Will L via web	open	3	14 Apr, 2025 06:26 PM by Will L
	Security xfer between accounts Started by Don Mohle' via web	open	6	12 Apr, 2025 07:13 PM by Sara Cabrol
	How to Install a Quote Loader for my Stockmarket Account Started by Walter via web	open	1	08 Apr, 2025 11:28 AM by Maddy
	bad price downloaded Started by David Acker via web	open	2	07 Apr, 2025 04:28 PM by derekkent23
	403(b) accounts Started by Steven Gularte via web	open	1	07 Apr, 2025 01:12 PM by Maddy
	A requested fix initially asked for on April 1. Started by dtd via web	open	9	05 Apr, 2025 04:25 PM by derekkent23
	Quote and Exchange Update Frequency Started by cbrucefisher via web	resolved	7	03 Apr, 2025 04:08 PM by derekkent23
	Stock Price Updates Started by Kent via web	open	9	01 Apr, 2025 04:48 PM by Kent Limketkai
	investment prices not updating since end of year Started by rcoffman@sprintmail.com via web	open	1	31 Mar, 2025 09:48 PM by derekkent23

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