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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
	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)
	Python script to help user diagnose their decimal precision settings on currencies and securities Started by Stuart Beesley (Mr Toolbox) via web	resolved	3	30 Jan, 2021 07:02 PM by Stuart Beesley (Mr Toolbox)
	Deferred Sales Charge accounting Started by michaelgiorgi60 via web	resolved	4	28 Jan, 2021 10:36 PM by michaelgiorgi60
	Stock Price update Started by vern dosch via web	resolved	7	28 Jan, 2021 03:46 PM by Vernon Dosch
	Report to show security purchases Started by enich via web	resolved	8	27 Jan, 2021 03:32 PM by enich
	Discrepancy between Yahoo HD quotes and transactional quotes Started by harold via web	resolved	8	26 Jan, 2021 08:16 PM by derekkent23
	Lot Matching Started by rayplayer via web	resolved	17	23 Jan, 2021 07:42 AM by Stuart Beesley (Mr Toolbox)
	Cost Basis incorrect Started by Fred via web	resolved	30	19 Jan, 2021 01:33 PM by D. Smith
	Non-receipt of stock prices. Started by william Allen via web	resolved	3	19 Jan, 2021 08:27 AM by derekkent23
	Recording withheld for taxes Started by kevin willoughby via web	resolved	3	18 Jan, 2021 08:09 PM by dwg
	Basis etc - very poor handling Started by cookie87 via web	resolved	0	17 Jan, 2021 09:58 PM by cookie87

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