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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
	iNTEREST ONLY MORTGAGE SET UP Started by triciaalesbury via web	resolved	0	23 Dec, 2020 08:41 AM by triciaalesbury
	Cost Basis per Share shows $10,000 instead of $1 Started by Fred via web	resolved	6	23 Dec, 2020 02:28 AM by -Kevin N.
	Please give us a simple way to correct the often erroneous Cost Basis Started by Fred via web	resolved	0	21 Dec, 2020 11:16 PM by Fred
	Need buy date for 2020 Gains Losses Started by dcm via web	resolved	4	19 Dec, 2020 06:09 PM by dcm
	Security Price Graph shows an invalid spike Started by Fred via web	resolved	4	18 Dec, 2020 05:51 PM by Fred
	Adding share volume Started by Michael MCCadden via web	resolved	0	18 Dec, 2020 04:33 PM by Michael MCCadden
	Unable to get Security Prices Updates Started by Kirit Kapadia via web	resolved	3	18 Dec, 2020 02:45 AM by dwg
	DESIGNING A REPORT Started by gordon.dow via web	resolved	21	16 Dec, 2020 02:16 PM by gordon.dow
	Unrecognized gains & losses on investments Started by Tom via web	resolved	6	16 Dec, 2020 08:38 AM by derekkent23
	Is there an overview on how to set up shares in a different currency? Started by jojo via web	resolved	1	15 Dec, 2020 08:56 PM by dwg
	Quotes and Exchange Rates does nothing. Started by dcm via web	resolved	5	13 Dec, 2020 08:19 AM by derekkent23
	mutual and brokerage accounts that track share number Started by Robert Kessel via web	resolved	9	12 Dec, 2020 08:11 PM by Stuart Beesley (Mr Toolbox)
	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

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