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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
	Support for quote extensions / search failing Started by rsworden via web	open	4	20 Nov, 2025 04:01 AM by rsworden
	"Ghost" Securities Started by chris_hardin via web	open	15	18 Nov, 2025 08:00 PM by Stuart Beesley (Mr Toolbox)
	Stock split entry error Started by davidwoh via web	resolved	2	17 Nov, 2025 05:09 PM by davidwoh
	Download security prices Started by Tom Brindley via web	resolved	4	16 Nov, 2025 01:06 PM by tlist809
	Retitle brokerage account to Trust or ??? Started by jonh via web	open	1	12 Nov, 2025 12:29 AM by dwg
	CDs Started by William S. via web	open	4	08 Nov, 2025 07:49 PM by dwg
	Inherited Stock, Basis and Capital Gains Started by Christopher via web	open	5	02 Nov, 2025 07:33 AM by Stuart Beesley (Mr Toolbox)
	Duplicate Securities Started by Bryan via web	open	10	31 Oct, 2025 11:41 PM by dan0leeds
	Accounting for accrued interest on a bond Started by Elliot via web	open	10	25 Oct, 2025 07:55 PM by dwg
	How to "reactivate" the security in the investment account Started by frog9394 via web	resolved	2	23 Oct, 2025 03:47 PM by frog9394
	Setting up Investment tracking Started by Doug Campbell via web	open	0	22 Oct, 2025 11:25 PM by Doug Campbell
	Add securities to investment account Started by Bill Langstaff via web	open	3	20 Oct, 2025 08:12 PM by dwg
	Dangling 0.0001 of a share remains for a sold off security Started by Charles Withey via web	open	3	19 Oct, 2025 11:18 PM by Charles Withey
	setting up retirement account - ira Started by matt gahr via web	open	1	18 Oct, 2025 11:59 PM by dwg
	Transfer a roth accoount from a decedent to survivor Started by Ronald D Adams via web	open	2	16 Oct, 2025 01:50 PM by he
	Exchange rate in investment accounts Started by matt8375 via web	open	2	15 Oct, 2025 11:42 AM by matt8375
	Edit Security Max. Decimal Places Started by Jim Marting via web	open	1	12 Oct, 2025 10:24 PM by dwg
	Stock Price up date Started by William Douglas via web	open	2	10 Oct, 2025 09:14 PM by dwg
	Lot matching Started by phil via web	open	6	09 Oct, 2025 12:21 PM by phil
	Incorrect Security Quantity Started by Gina via web	resolved	6	30 Sep, 2025 02:59 AM by Gina
	Report to show Security's dividend history (per share) Started by Stuart Beesley (Mr Toolbox) via web	open	19	26 Sep, 2025 11:49 AM by Stuart Beesley (Mr Toolbox)
	how to manage transfers and also have money market accounts separated as checking/savings accounts? Started by Roger Wood via web	open	3	24 Sep, 2025 03:35 PM by woodrogr
	Importing to new securities account Started by Paul R Heckman via web	open	3	22 Sep, 2025 09:59 PM by dwg
	What is the best way to record "company match" funds in a 401(k) / 403(b)? Started by zordand via web	open	5	22 Sep, 2025 10:59 AM by zordand
	Securities Details Report - Tax Lots Started by cwieczorek via web	open	14	20 Sep, 2025 01:49 PM by Stuart Beesley (Mr Toolbox)
	View Lots Sold Started by mark via web	open	5	20 Sep, 2025 01:49 PM by Stuart Beesley (Mr Toolbox)
	how do I manually add a security to an account Started by rcoffman@sprintmail.com via web	open	1	18 Sep, 2025 06:21 PM by Maddy
	Annuities Started by Sam via web	resolved	5	18 Sep, 2025 01:01 AM by dwg
	Bond question Started by monty via web	open	7	10 Sep, 2025 06:39 AM by dwg
	Vanguard changing securities names to Vanguard Group Started by Roger Rice via web	open	13	10 Sep, 2025 05:38 AM by mdu

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