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
mario.gorreo's Avatar

Incorrect "Gains" displayed in the "Investment Performance" Report

open 5 15 Jul, 2024 11:21 AM by Stuart Beesley (Mr Toolbox)
Roger Rice's Avatar

Finding the Account that has a particular security.

resolved 3 14 Jul, 2024 08:27 AM by Roger Rice
mhoggie's Avatar

Entering Investment transactions

open 0 12 Jul, 2024 08:06 PM by mhoggie
Veronica Lobaton's Avatar

Automatic downloading for prices

open 5 10 Jul, 2024 02:18 PM by Veronica Lobaton
Rick M's Avatar

Quotes and Exchange rates extension doesn't seem to be pulling from Yahoo

resolved 2 09 Jul, 2024 02:38 AM by Rick McTavish
Campbell Wilson's Avatar

pension

open 1 07 Jul, 2024 10:55 PM by dwg
Rick's Avatar

Quote Loader 320820

open 2 07 Jul, 2024 05:17 PM by Rick
Moi's Avatar

Investment accounts with multiple currencies

open 1 07 Jul, 2024 07:47 AM by Moi
Eduardo Zalduendo's Avatar

Quote loader

resolved 5 04 Jul, 2024 07:28 AM by derekkent23
robnich1's Avatar

Bug in Security Prices

open 4 02 Jul, 2024 01:45 PM by dwg
Rick's Avatar

Quote loader 3208 won't load for MD 2020.2 (1929)

open 6 01 Jul, 2024 04:50 PM by Rick
Homer712's Avatar

Looking for help (really basic stuff) with Quote Loader

open 5 28 Jun, 2024 04:20 PM by derekkent23
ralph.preston's Avatar

Matching Downloaded Securities

open 0 27 Jun, 2024 02:48 PM by ralph.preston
David Greene's Avatar

Quote Loader 3204 Extension has stopped working

open 31 25 Jun, 2024 01:45 AM by ppinocci
karigg's Avatar

Currencies

open 0 22 Jun, 2024 11:52 AM by karigg
Stephen George's Avatar

Price of Security Transaction

open 6 21 Jun, 2024 08:45 PM by Stephen George
Terry Christian's Avatar

transferring shares between investment account

open 18 19 Jun, 2024 06:45 AM by Stuart Beesley (Mr Toolbox)
Amar's Avatar

Simple Mode: Track Positions Only

open 3 18 Jun, 2024 01:35 PM by dwg
Mike Bray (Quote Loader Author)'s Avatar

The new Quote Loader

open 375 15 Jun, 2024 07:41 AM by derekkent23
david.d's Avatar

Cost basis of short option (opening covered call transactions) is improperly calculated

open 10 12 Jun, 2024 02:43 AM by david.d
cscj01's Avatar

Copying entries from one investment account to another

resolved 0 10 Jun, 2024 08:49 PM by cscj01
Leon McClatchey's Avatar

Stock Symbols

open 1 08 Jun, 2024 11:03 PM by dwg
John's Avatar

Security quotes downloads

open 3 08 Jun, 2024 01:46 PM by dwg
Richard Ledbetter's Avatar

Don't understand basis calculation after stock split and subsequent sales

open 9 31 May, 2024 01:09 PM by Stuart Beesley (Mr Toolbox)
kking18474's Avatar

Security Name gets swapped for another (early in list alpha) during keyboard data entry

open 0 29 May, 2024 09:51 PM by kking18474
Walter's Avatar

Moneydance Crashing

resolved 5 23 May, 2024 01:36 AM by dwg
Jim's Avatar

IRA

open 1 22 May, 2024 03:20 AM by dtd
Bob B's Avatar

Capital Gains report

open 3 20 May, 2024 10:39 PM by Stuart Beesley (Mr Toolbox)
Graham Kerr's Avatar

License/Registration Number

open 8 19 May, 2024 05:45 PM by glkerr
Tim List's Avatar

daily reports report no changes in value even after updating the prices using quote loader

open 17 17 May, 2024 11:42 PM by dtd

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