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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
	create acct Started by William K Jones via web	resolved	3	27 Feb, 2021 05:58 PM by derekkent23
	How do you use investment categories? Started by TRudolph via web	resolved	4	27 Feb, 2021 12:24 AM by TRudolph
	Security's Value Suffix Field Started by royce via web	resolved	7	25 Feb, 2021 03:15 PM by Stuart Beesley (Mr Toolbox)
	Securities being updated in the wrong currency Started by roberto.nani via web	resolved	2	25 Feb, 2021 03:10 PM by roberto.nani
	Merging Investment Accounts Started by Mike V. via web	resolved	5	23 Feb, 2021 03:54 AM by dtd
	Sub Categories Started by ted.hilda.vannetten via web	resolved	1	22 Feb, 2021 03:36 PM by ted.hilda.vannetten
	Balance de comprobación Started by Gerardo Brenes Calvo via web	resolved	0	22 Feb, 2021 03:32 AM by Gerardo Brenes Calvo
	Duplicate Securities When Downloading Started by Nicholas Raia via web	resolved	0	21 Feb, 2021 08:20 PM by Nicholas Raia
	Same investment account in system in 2 currencies Started by sandy.browne via web	resolved	0	20 Feb, 2021 08:06 PM by sandy.browne
	Portfolio Report Generates Odd Numbers Started by Nicholas Raia via web	resolved	0	20 Feb, 2021 05:34 PM by Nicholas Raia
	Quotes and exchange rates not updating Started by Les via web	resolved	5	20 Feb, 2021 01:06 PM by derekkent23
	download differences Started by roy via web	resolved	3	20 Feb, 2021 11:09 AM by dwg
	Hide old/unused securities Started by yardy via web	resolved	1	18 Feb, 2021 10:13 AM by Maddy
	Report by Security (instead of by Account) Started by CanSaver via web	resolved	15	17 Feb, 2021 10:25 AM by Stuart Beesley (Mr Toolbox)
	Reverse split new cusip Started by Me via web	resolved	3	16 Feb, 2021 02:50 PM by Stuart Beesley (Mr Toolbox)
	StockGlance2020: Script to total the quantity of stocks/shares held across several / all Accounts Started by Stuart Beesley (Mr Toolbox) via web	resolved	26	15 Feb, 2021 10:57 PM by Stuart Beesley (Mr Toolbox)
	Python script to extract Investment Transactions to CSV - Initial release v1b Started by Stuart Beesley (Mr Toolbox) via web	resolved	6	15 Feb, 2021 10:57 PM by Stuart Beesley (Mr Toolbox)
	Currency allocation Started by Dmitrii via web	resolved	4	15 Feb, 2021 10:55 PM by Stuart Beesley (Mr Toolbox)
	Entering an equity bought on TSX and sold on NYSE Started by CanSaver via web	resolved	4	15 Feb, 2021 09:18 PM by dwg
	Portfolio Report Cost Basis not updating Started by Antonio Rodrigues via web	resolved	3	14 Feb, 2021 08:43 PM by Stuart Beesley (Mr Toolbox)
	QFX import problem Started by mike via web	resolved	3	12 Feb, 2021 02:15 AM by mike
	CDN & US Investment Accounts Started by davestirling1 via web	resolved	1	11 Feb, 2021 08:08 PM by bill
	help adding security to an investment account Started by Frank via web	resolved	1	10 Feb, 2021 03:50 PM by Stuart Beesley (Mr Toolbox)
	Dividend income Started by tclowes via web	resolved	4	07 Feb, 2021 02:51 PM by tclowes
	New equity downloads but doesn't appear in ledger Started by sportbiker via web	resolved	2	05 Feb, 2021 07:22 PM by sportbiker
	Incorrect security prices in Portfolio View Started by billandkaren via web	resolved	4	03 Feb, 2021 09:41 PM by billandkaren
	Investment Performance Report Error Started by rayplayer via web	resolved	3	02 Feb, 2021 08:33 PM by Stuart Beesley (Mr Toolbox)
	Manually importing investment account info Started by Eugenia R via web	resolved	2	02 Feb, 2021 02:43 AM by dwg
	Tracking of Precious Metals Started by harold via web	resolved	6	31 Jan, 2021 01:49 PM by Stuart Beesley (Mr Toolbox)
	Python script to help user diagnose if they can delete a Security Started by Stuart Beesley (Mr Toolbox) via web	resolved	3	30 Jan, 2021 07:02 PM by Stuart Beesley (Mr Toolbox)

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