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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
	Merging Investement Accounts Started by kengee via web	resolved	0	16 May, 2020 05:05 PM by kengee
	Within Portfolio view, how do i clear the 'cash balance' figure to show actual portfolio value. Started by Ken Jones via web	resolved	3	15 May, 2020 09:11 AM by Ken Jones
	new security Started by William P Benson via web	resolved	3	14 May, 2020 06:26 PM by derekkent23
	Importing Historical Share Data Started by Jeff via web	resolved	8	14 May, 2020 04:42 PM by derekkent23
	Updating values of Managed Funds Started by Lance A via web	resolved	20	14 May, 2020 02:06 AM by Lance A
	Return of Principal Started by Ken Falter via web	resolved	12	14 May, 2020 12:13 AM by David R
	Quote Loader Versions Started by Mike Bray (Quote Loader Author) via web	resolved	15	12 May, 2020 12:01 PM by derekkent23
	Share Prices Started by alan_m_ryan via web	resolved	8	11 May, 2020 10:13 AM by derekkent23
	Setup investment account Started by Sam via web	resolved	6	08 May, 2020 11:47 AM by dwg
	Set up Investment for downloading Started by Tim Martin via web	resolved	1	04 May, 2020 04:05 PM by Ethan
	In over my head trying to set up investment accounts Started by wendi via web	resolved	0	01 May, 2020 06:37 PM by wendi
	Duplicate transactions after download Started by Jim via web	resolved	1	28 Apr, 2020 08:18 PM by Jim
	security price updates has gone crazy, Started by George Howitt via web	resolved	0	28 Apr, 2020 03:01 PM by George Howitt
	Securities price history Started by AL via web	resolved	2	27 Apr, 2020 03:40 AM by AL
	Archiving / Removing old fixed income transactions. Started by doulos564 via web	resolved	15	24 Apr, 2020 12:23 AM by dwg
	Downloading stock prices Started by Carlos Danger via web	resolved	3	23 Apr, 2020 06:04 PM by Andrew Nicely
	Unable to match security from downloaded transactions Started by cdr via web	resolved	1	21 Apr, 2020 05:22 PM by cdr
	do you track options as well. no free trial Started by Ashwini Birla via web	resolved	6	19 Apr, 2020 09:00 AM by derekkent23
	investment reporting Started by melfew via web	resolved	3	18 Apr, 2020 02:44 PM by Ethan
	How do I use the "banking" window? Started by Bill via web	resolved	2	15 Apr, 2020 05:35 PM by Bill Miller
	Stock and Mutual Fund Prices Started by John via web	resolved	4	12 Apr, 2020 06:36 PM by John
	Exchange of one security for another Started by grazu via web	resolved	1	12 Apr, 2020 09:55 AM by dwg
	Recommended format for Security Id Started by tan.k.h via web	resolved	3	11 Apr, 2020 08:50 PM by derekkent23
	Sprint to T-Mobile conversion Started by Ted via web	resolved	0	07 Apr, 2020 12:52 AM by Ted
	Proper Protocol on maturing securities Started by dtd via web	resolved	2	05 Apr, 2020 09:55 PM by dtd
	Issues with Quote Loader Started by timfetner via web	resolved	18	04 Apr, 2020 02:06 PM by cdr
	DivReinvest Transaction Started by cscj01 via web	resolved	3	04 Apr, 2020 12:21 AM by mhoggie
	Capital Gains Report is not using Tax Date Started by travelbird2 via web	resolved	0	03 Apr, 2020 07:05 PM by travelbird2
	not updateing Started by Milan Kruse via web	resolved	2	30 Mar, 2020 10:41 PM by Milan Kruse
	Value Started by Anthony Morris via web	resolved	1	27 Mar, 2020 04:19 PM by derekkent23

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