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
Kevin C's Avatar

How to Transfer Security Shares from One Account to Another

resolved 2 31 Jul, 2024 02:54 PM by Kevin C
Jay H Stephan's Avatar

Stock Coversion

resolved 0 24 Jul, 2024 05:42 PM by Jay H Stephan
markstarr's Avatar

Disassociate Security from Investment Account

resolved 2 24 Jul, 2024 01:58 PM by markstarr
Ted's Avatar

Duplicate Securities not Detected nor Merged - Toolbox Help

resolved 4 18 Jul, 2024 10:35 PM by Ted
mario.gorreo's Avatar

Incorrect "Gains" displayed in the "Investment Performance" Report

resolved 5 15 Jul, 2024 11:21 AM by Stuart Beesley (Mr Toolbox)
Roger Rice's Avatar

Finding the Account that has a particular security.

resolved 3 14 Jul, 2024 08:27 AM by Roger Rice
mhoggie's Avatar

Entering Investment transactions

resolved 0 12 Jul, 2024 08:06 PM by mhoggie
Veronica Lobaton's Avatar

Automatic downloading for prices

resolved 5 10 Jul, 2024 02:18 PM by Veronica Lobaton
Rick M's Avatar

Quotes and Exchange rates extension doesn't seem to be pulling from Yahoo

resolved 2 09 Jul, 2024 02:38 AM by Rick McTavish
Campbell Wilson's Avatar

pension

resolved 1 07 Jul, 2024 10:55 PM by dwg
Eduardo Zalduendo's Avatar

Quote loader

resolved 5 04 Jul, 2024 07:28 AM by derekkent23
robnich1's Avatar

Bug in Security Prices

resolved 4 02 Jul, 2024 01:45 PM by dwg
Rick's Avatar

Quote loader 3208 won't load for MD 2020.2 (1929)

resolved 6 01 Jul, 2024 04:50 PM by Rick
Homer712's Avatar

Looking for help (really basic stuff) with Quote Loader

resolved 5 28 Jun, 2024 04:20 PM by derekkent23
ralph.preston's Avatar

Matching Downloaded Securities

resolved 0 27 Jun, 2024 02:48 PM by ralph.preston
David Greene's Avatar

Quote Loader 3204 Extension has stopped working

resolved 31 25 Jun, 2024 01:45 AM by ppinocci
karigg's Avatar

Currencies

resolved 0 22 Jun, 2024 11:52 AM by karigg
Stephen George's Avatar

Price of Security Transaction

resolved 6 21 Jun, 2024 08:45 PM by Stephen George
Terry Christian's Avatar

transferring shares between investment account

resolved 18 19 Jun, 2024 06:45 AM by Stuart Beesley (Mr Toolbox)
a.a.khalifeh's Avatar

Simple Mode: Track Positions Only

resolved 3 18 Jun, 2024 01:35 PM by dwg
Mike Bray (Quote Loader Author)'s Avatar

The new Quote Loader

resolved 375 15 Jun, 2024 07:41 AM by derekkent23
david.d's Avatar

Cost basis of short option (opening covered call transactions) is improperly calculated

resolved 10 12 Jun, 2024 02:43 AM by david.d
cscj01's Avatar

Copying entries from one investment account to another

resolved 0 10 Jun, 2024 08:49 PM by cscj01
Leon McClatchey's Avatar

Stock Symbols

resolved 1 08 Jun, 2024 11:03 PM by dwg
John's Avatar

Security quotes downloads

resolved 3 08 Jun, 2024 01:46 PM by dwg
Walter's Avatar

Moneydance Crashing

resolved 5 23 May, 2024 01:36 AM by dwg
Jim's Avatar

IRA

resolved 1 22 May, 2024 03:20 AM by dtd
Bob B's Avatar

Capital Gains report

resolved 3 20 May, 2024 10:39 PM by Stuart Beesley (Mr Toolbox)
Graham Kerr's Avatar

License/Registration Number

resolved 8 19 May, 2024 05:45 PM by glkerr
Tim List's Avatar

daily reports report no changes in value even after updating the prices using quote loader

resolved 17 17 May, 2024 11:42 PM by dtd

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