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
Quercus47's Avatar

Download stock prices to CSV

resolved 2 11 Jan, 2025 06:53 PM by Quercus47
enigma1083's Avatar

CAPITAL GAINS

resolved 1 10 Jan, 2025 10:30 PM by dwg
mm.evans's Avatar

US stock prices in Quote Loader

resolved 1 09 Jan, 2025 08:40 AM by derekkent23
bheck11's Avatar

Moneydance+ : change security match in account

resolved 1 08 Jan, 2025 03:22 PM by Maddy
Gerald Pine's Avatar

transferring shares from one brokerage account to another

resolved 2 01 Jan, 2025 02:29 AM by dtd
jason's Avatar

How to track a Kai-Zen plan/investment in MD?

resolved 3 25 Dec, 2024 09:07 PM by dwg
bschottmi's Avatar

Changing Max Decimal places

resolved 4 20 Dec, 2024 07:41 AM by Stuart Beesley (Mr Toolbox)
Jim Black's Avatar

how to enter a transfer from one stock to another

resolved 1 18 Dec, 2024 10:10 PM by dwg
kenwbwi@hotmail.com's Avatar

stock quotes are not downloading

resolved 5 18 Dec, 2024 08:19 AM by derekkent23
kking18474's Avatar

Security Name gets swapped for another (early in list alpha) during keyboard data entry

resolved 8 16 Dec, 2024 03:15 AM by kking18474
Anthony Morris 's Avatar

Share Splits

resolved 1 12 Dec, 2024 03:34 PM by Maddy
bheck11's Avatar

Rounding "leftovers"

resolved 4 11 Dec, 2024 10:07 PM by dwg
Bubb Lidke's Avatar

Export / Import Accounts & Holdings to a new file

resolved 3 10 Dec, 2024 08:00 PM by dwg
abalkjr's Avatar

Some ticker symbols not updating

resolved 1 10 Dec, 2024 12:50 PM by derekkent23
Bob Tackleberry's Avatar

Dividend & investment income

resolved 1 03 Dec, 2024 09:25 PM by Stuart Beesley (Mr Toolbox)
Michael R. Collier's Avatar

Quote Loader

resolved 16 28 Nov, 2024 08:49 PM by derekkent23
Jules McLeod's Avatar

Importing/Exporting Transactions

resolved 1 27 Nov, 2024 04:59 PM by derekkent23
john.janesheski's Avatar

Certificate of Deposit

resolved 3 27 Nov, 2024 02:49 PM by Maddy
andy's Avatar

Duplicate Securities

resolved 2 23 Nov, 2024 02:22 PM by andy
brian ventura's Avatar

importing historical prices

resolved 12 21 Nov, 2024 10:17 PM by derekkent23
ExplodingSidewalk's Avatar

Dividend Transferred to Checking Account Results in Payment no Deposit

resolved 0 21 Nov, 2024 01:42 AM by ExplodingSidewalk
gsberan's Avatar

Landscape print Reports

resolved 11 20 Nov, 2024 02:08 PM by Stuart Beesley (Mr Toolbox)
Christopher Curtis's Avatar

Problems with quotes

resolved 4 19 Nov, 2024 02:22 PM by Maddy
Rahim Esmailzadeh's Avatar

How to add investment accounts and plan for retirement

resolved 1 17 Nov, 2024 06:47 PM by -Kevin N.
Gary Nuttall's Avatar

stock spilt

resolved 1 17 Nov, 2024 05:50 PM by -Kevin N.
Gary Nuttall's Avatar

commissioons

resolved 1 17 Nov, 2024 04:40 PM by Stuart Beesley (Mr Toolbox)
Gary Nuttall's Avatar

Opening Balance

resolved 0 17 Nov, 2024 03:40 PM by Gary Nuttall
daxtonaltarus's Avatar

Import price history from CSV file.

resolved 3 12 Nov, 2024 08:45 AM by derekkent23
John Palmer's Avatar

Automatic upload of share price

resolved 1 08 Nov, 2024 10:33 AM by dwg
dick.ledbetter's Avatar

Don't understand basis calculation after stock split and subsequent sales

resolved 11 08 Nov, 2024 05:27 AM by Stuart Beesley (Mr Toolbox)

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