adjusting securities values & moving securites from one broker to anothr

Robert fey's Avatar

Robert fey

14 Jul, 2019 09:29 PM

How do I move securities from one acct to another

How do I fix vales of securities e.g.MIC (NYSE) current value is $40 per share but program shoes $500

  1. 1 Posted by Robert fey on 14 Jul, 2019 09:30 PM

    Robert fey's Avatar

    did not answer my questiosn

  2. 2 Posted by derekkent23 on 17 Jul, 2019 08:32 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    I know of no way of moving securities from one investment account to another short of selling securities and then purchasing then again in the new investment account.

    The current and dated history prices are stored in its security price history window.
    You can
    Click TOOL – SECURITIES double clicks on subject security and edit the prices.
    If security prices are listed on summary page, FILE (MONEYDANCE on Mac) – PREFERENCES – SUMMARY PAGE double clock on a price on the summary page.
    In the SECURITY DETAIL window select a security using the dropdown then click HISTORY button.

    What method are you using to update your security prices?

    Hope this helps.

  3. 3 Posted by Robert Fey on 17 Jul, 2019 03:47 PM

    Robert Fey's Avatar

    thnak you I iwll try your ideas

  4. 4 Posted by Stuart Beesley on 30 Sep, 2019 08:43 AM

    Stuart Beesley's Avatar

    To move securities between brokers (investment accounts), perform fake sell/buy transactions.

  5. System closed this discussion on 30 Dec, 2019 08:50 AM.

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