trouble adding security
I tried to add a security. Went through the steps. Security shows up in the Securities list, but when I try to add it to an account, it does not show up as an option. I tried adding it again, and now it shows up in the Securities list twice, but I still can't add it to the account. Now I can't delete either entry because it says they are both being used in the account I'm trying to add them to. HELP!!!
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1 Posted by Stuart Beesley ... on 22 Feb, 2025 08:27 PM
Hmm.
You did this right? Investment account. Security details tab. Actions. Add security? And now when you enter a txn for BUY of that security, it does
Not show you the security in the list?
Run toolbox extension, securities menu. There is a find where used option. Can you run that? Also in the transactions menu, there is an option to diagnose non heirarchical txns. Can you run that too?
2 Posted by Sam Clarke on 23 Feb, 2025 01:40 PM
Good morning, Stuart. I have the latest version - 2024.4. When I try to open the toolbox, I get this error message:
Sam
Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry
On Saturday, February 22, 2025 at 03:28:03 PM EST, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:
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3 Posted by Sam Clarke on 23 Feb, 2025 01:46 PM
Please ignore the previous email! I can now open the toolbox and will try your suggestions.
Sam
Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry
On Saturday, February 22, 2025 at 03:28:03 PM EST, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:
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4 Posted by Sam Clarke on 23 Feb, 2025 02:28 PM
I ran the 'where used' option, and it said there were no duplicates, but here is the printout:
Analysing Investment Account: IRA S'E*Trade
... Security 'META Platforms Inc.' appears:1 times...
... Security 'Valero Energy' appears: 1times...
... Security 'XAR S&P Aerospace &Defense ETF' appears: 1 times...
... Security 'IRM Iron Mountain Inc.'appears: 1 times...
... Security':SECURITY' appears: 1 times...
... Security 'SPLV Invesco S&P 500 LowVolatility' appears: 1 times...
... Security':SECURITY' appears: 1 times...
... Security 'Pfizer Inc.' appears: 1times...
... Security 'Iovance Biotherapeutics'appears: 1 times...
... Security 'GII SPDR GlobalInfrastructure' appears: 1 times...
... Security 'ABBVIE Inc.' appears: 1times...
... Security 'SCM Stellus Cap. InvestmentCorp.' appears: 1 times...
... Security 'DVY IShares Select DIV'appears: 1 times...
... Security 'GPCR Structure TherapeuticsInc.' appears: 1 times...
... Security 'MGV Vanguard Mega Cap Value'appears: 1 times...
... Security 'ONVO Organovo Holdings Inc'appears: 1 times...
... Security 'NLY Annaly Cap. Mgmnt. Inc.'appears: 1 times...
... Security':SECURITY' appears: 1 times...
... Security 'DNMR Danimer Scientific Inc.' appears:
I also ran the 'hierarchical txns' and it found none. ??
Sam
Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry
On Saturday, February 22, 2025 at 03:28:03 PM EST, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:
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5 Posted by Stuart Beesley ... on 23 Feb, 2025 03:20 PM
You’re not helping me help you.
Which account name are you trying to add the security to?
What security are you trying to add?
What did toolbox specifically say about that security and account?
And please answer my question from post 1:
“Have you gone to the Investment account. Security details tab. Actions. Add security? And now when you enter a txn for BUY of that security, it does not show you the security in the list?”
6 Posted by Sam Clarke on 23 Feb, 2025 04:47 PM
I'll start over, but not today ....
Sam
Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry
On Sunday, February 23, 2025 at 10:20:53 AM EST, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:
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7 Posted by Sam Clarke on 24 Feb, 2025 01:26 PM
Good morning, Stuart. I think I'm trying to solve too many issues at once, so I'll start over with just one: In my Securities list, I have 3 with $0 and no information. When hit the “-“ key, I get the following message: “Are you sure you’d like to delete?” When I hit the “Yes” key, I get the following message: “Cannot remove security that is being used: From Account ‘IRA S’ E*Trade’” When I open that account and go to Portfolio View, the only accounts that show are the ones with identifiers and $ amounts. Thank you for your patience and consideration.
Sam
Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry
On Sunday, February 23, 2025 at 10:20:53 AM EST, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:
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8 Posted by Stuart Beesley ... on 24 Feb, 2025 01:57 PM
So. The portfolio view is irrelevant. It depends if there are any transactions for that security in the ‘IRA S’ E*Trade’” account? Even if you buy 10, then sell 10 =zero, you can never remove that security.
Does that clarify that point?
9 Posted by Sam Clarke on 25 Feb, 2025 01:38 PM
I'll see if I can find the transactions. Thanks.
Sam
Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry
On Monday, February 24, 2025 at 08:57:25 AM EST, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:
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