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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
	Changing Custodian of my Investment Accounts Started by Fred via web	resolved	8	09 Dec, 2020 06:00 PM by Fred
	Download Investment Portfolio Transactions has stopped working Started by Terry via web	resolved	5	07 Dec, 2020 09:47 PM by fi
	Quotes don´t update in the new version Started by Marc via web	resolved	13	07 Dec, 2020 07:23 PM by Marc
	Importing Historical Security Prices Started by dstephure via web	resolved	25	05 Dec, 2020 09:32 PM by derekkent23
	Calculation of cost basis for options trades Started by david.d via web	resolved	0	05 Dec, 2020 07:45 PM by david.d
	how to record a specific type of transaction Started by m.goree.dis via web	resolved	9	04 Dec, 2020 09:42 PM by m.goree.dis
	Edited: Does Quotes Loader update a particular days data after the first time it gets it? Started by Chris via web	resolved	9	02 Dec, 2020 11:52 AM by Chris
	Transfer of funds Started by Marvin Dietrich via web	resolved	4	27 Nov, 2020 10:17 PM by -Kevin N.
	How can I include short and long term capital gains in the detailed income and expenses report? Started by davidsclove via web	resolved	1	25 Nov, 2020 07:21 PM by dwg
	New sponoff: Viatris (VTRS) - how to add to MD portfolio Started by mjw via web	resolved	9	21 Nov, 2020 07:41 PM by dwg
	How to load currency history data use the "load security history" extension Started by Chris via web	resolved	17	19 Nov, 2020 01:09 PM by derekkent23
	Investment reports error Started by cscj01 via web	resolved	1	19 Nov, 2020 08:14 AM by Stuart Beesley (Mr Toolbox)
	Quotes and Exchange Rates extension Started by Ron Radke via web	resolved	7	18 Nov, 2020 03:53 PM by derekkent23
	stock split Started by Rita Storms via web	resolved	3	12 Nov, 2020 05:24 PM by Stuart Beesley (Mr Toolbox)
	All fund and stock prices defaulting to $100 on brokerage downloads Started by atwood.t via web	resolved	6	11 Nov, 2020 01:53 AM by atwood.t
	TIAA Traditional Price error Started by Cleary via web	resolved	0	10 Nov, 2020 06:00 PM by Cleary
	Automatic stock price update Started by Reed Nelson via web	resolved	1	10 Nov, 2020 08:22 AM by derekkent23
	Security and Stock Prices Not Updating Started by Hania via web	resolved	1	09 Nov, 2020 08:58 PM by derekkent23
	Money market funds Started by Bill via web	resolved	1	09 Nov, 2020 07:34 PM by William Silverberg
	Problem getting stock price quote for investment transactions download from Quicken through .qif Started by Wayne via web	resolved	3	09 Nov, 2020 08:30 AM by derekkent23
	downloading prices Started by David Sharpe via web	resolved	4	08 Nov, 2020 03:17 PM by derekkent23
	Transferred money from one UBS account to another not showing up correctly in Moneydance Started by Cliff via web	resolved	0	06 Nov, 2020 01:53 PM by Cliff
	Recording general expenses in investment account Started by netwlim via web	resolved	6	29 Oct, 2020 09:06 PM by netwlim
	Stock Splits not wokring? Started by bschottmi via web	resolved	2	26 Oct, 2020 08:22 PM by bschottmi
	cant download investment accounts from schwab Started by Jim via web	resolved	1	25 Oct, 2020 11:46 PM by dwg
	download stock, ETF, Mutual fund prices Started by seelson via web	resolved	2	25 Oct, 2020 07:53 PM by seelson
	Downloading Investment Account yields Negative Cash Balance Started by jmfeldstein via web	resolved	1	24 Oct, 2020 10:29 PM by Stuart Beesley (Mr Toolbox)
	Investment Acct cash mgmt transaction merge Started by cookie87 via web	resolved	0	24 Oct, 2020 11:47 AM by cookie87
	Automatic transfer of funds to investments? Started by wa1oui via web	resolved	6	22 Oct, 2020 09:45 PM by wa1oui
	Negative Annual ROI % Started by davidvernonlong via web	resolved	0	22 Oct, 2020 12:51 AM by davidvernonlong

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