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
gblinzer's Avatar

Quotes & Exchange Rates extension not downloading current prices

resolved 5 11 Jan, 2022 06:08 PM by derekkent23
gandrews82's Avatar

Cost basis incorrect after stock split

resolved 0 11 Jan, 2022 01:10 PM by gandrews82
mjw's Avatar

Wanted: spin off process

resolved 0 10 Jan, 2022 04:28 PM by mjw
Paul Andrew Smith's Avatar

download quotes not working

resolved 2 06 Jan, 2022 09:26 PM by Paul Smith
Robbie's Avatar

Entering new investment

resolved 7 06 Jan, 2022 08:38 PM by derekkent23
Diane Neptune's Avatar

zhow do I just put in monthly balances?

resolved 6 06 Jan, 2022 03:55 PM by Diane Neptune
Bart's Avatar

Graph does not show correctly at security details

resolved 5 04 Jan, 2022 08:54 AM by Sean Reilly
iamljc1's Avatar

shares of a stock

resolved 4 03 Jan, 2022 04:24 PM by iamljc1
john.d.werner's Avatar

Incorrect cost basis/unable to match lots (might be related to the fact that the security had a split after three sales)

resolved 1 02 Jan, 2022 02:49 AM by john.d.werner
John Davis III's Avatar

API - TD Ameritrade

resolved 0 31 Dec, 2021 03:29 AM by John Davis III
lisemichelt's Avatar

télécharger cotes boursières

resolved 1 27 Dec, 2021 07:46 PM by derekkent23
Michael Collier's Avatar

stock high and low prices

resolved 1 25 Dec, 2021 10:37 PM by derekkent23
Nicholas Raia's Avatar

How to Batch Change Fee Category

resolved 0 23 Dec, 2021 08:00 PM by Nicholas Raia
tahartman's Avatar

How to record "foreign Tax Paid" for mutual funds?

resolved 1 22 Dec, 2021 09:38 PM by dwg
Elliot's Avatar

UK Rights Issue

resolved 1 22 Dec, 2021 08:58 AM by Elliot
buxbaum17's Avatar

share prices not adding properly

resolved 6 17 Dec, 2021 05:02 PM by buxbaum17
Thomas Hayden's Avatar

Set up investment accounts.

resolved 1 12 Dec, 2021 03:32 PM by Sean Dayton
Jim's Avatar

still can't download from Schwab

resolved 17 11 Dec, 2021 04:35 PM by starbucker
davestirling1's Avatar

Delisting and Renaming a stock

resolved 5 10 Dec, 2021 01:48 PM by Maddy
Peter's Avatar

downloads

resolved 10 08 Dec, 2021 10:29 PM by derekkent23
davier12's Avatar

Portfolio Summary Page Columns

resolved 10 07 Dec, 2021 11:22 PM by Stuart Beesley (Mr Toolbox)
Martin Alper's Avatar

xfr Shares

resolved 1 07 Dec, 2021 09:39 PM by dwg
cristianoutrabo's Avatar

Dis-(associate) securities from a specific investment account

resolved 7 06 Dec, 2021 05:40 PM by cristianoutrabo
shamsu's Avatar

bank register

resolved 4 05 Dec, 2021 01:46 AM by Shamsu Hamid
David's Avatar

Price updates

resolved 1 04 Dec, 2021 09:22 PM by dwg
jenkins007's Avatar

Merge Investment Transactions

resolved 5 30 Nov, 2021 07:57 PM by Dana
tlist809's Avatar

investment performance report

resolved 1 23 Nov, 2021 10:29 PM by tlist809
mangelsdorfian's Avatar

Investment Balance in Foresight Forecast

resolved 1 19 Nov, 2021 09:38 AM by mangelsdorfian
Henry Chan's Avatar

Inconsistent Cost Basis amounts between different reports

resolved 5 18 Nov, 2021 01:03 AM by Henry Chan
m.goree.dis's Avatar

adjusting balance in portfolio cash acct

resolved 0 17 Nov, 2021 10:11 PM by m.goree.dis

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