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
rcoffman@sprintmail.com's Avatar

Tracking cost basis

resolved 4 06 Mar, 2021 03:39 PM by rcoffman@sprintmail.com
gordon.dow's Avatar

Stock Prices

resolved 14 03 Mar, 2021 01:02 PM by gordon.dow
MaxHeadroom's Avatar

1 to 4 Split not matching brokers values

resolved 11 02 Mar, 2021 07:10 PM by Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’
shamsu's Avatar

multiple brokers

resolved 3 01 Mar, 2021 10:07 AM by Shamsu Hamid
William Moran's Avatar

Securities duplicates

resolved 14 27 Feb, 2021 10:02 PM by The Morans
William K Jones's Avatar

create acct

resolved 3 27 Feb, 2021 05:58 PM by derekkent23
TRudolph's Avatar

How do *you* use investment categories?

resolved 4 27 Feb, 2021 12:24 AM by TRudolph
royce's Avatar

Security's Value Suffix Field

resolved 7 25 Feb, 2021 03:15 PM by Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’
roberto.nani's Avatar

Securities being updated in the wrong currency

resolved 2 25 Feb, 2021 03:10 PM by roberto.nani
Mike V.'s Avatar

Merging Investment Accounts

resolved 5 23 Feb, 2021 03:54 AM by dtd
ted.hilda.vannetten's Avatar

Sub Categories

resolved 1 22 Feb, 2021 03:36 PM by ted.hilda.vannetten
Gerardo Brenes Calvo's Avatar

Balance de comprobación

resolved 0 22 Feb, 2021 03:32 AM by Gerardo Brenes Calvo
Nicholas Raia's Avatar

Duplicate Securities When Downloading

resolved 0 21 Feb, 2021 08:20 PM by Nicholas Raia
sandy.browne's Avatar

Same investment account in system in 2 currencies

resolved 0 20 Feb, 2021 08:06 PM by sandy.browne
Nicholas Raia's Avatar

Portfolio Report Generates Odd Numbers

resolved 0 20 Feb, 2021 05:34 PM by Nicholas Raia
Les's Avatar

Quotes and exchange rates not updating

resolved 5 20 Feb, 2021 01:06 PM by derekkent23
roy's Avatar

download differences

resolved 3 20 Feb, 2021 11:09 AM by dwg
yardy's Avatar

Hide old/unused securities

resolved 1 18 Feb, 2021 10:13 AM by Maddy
CanSaver's Avatar

Report by Security (instead of by Account)

resolved 15 17 Feb, 2021 10:25 AM by Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’
Me's Avatar

Reverse split new cusip

resolved 3 16 Feb, 2021 02:50 PM by Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’
Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

StockGlance2020: Script to total the quantity of stocks/shares held across several / all Accounts

resolved 26 15 Feb, 2021 10:57 PM by Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’
Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

Python script to extract Investment Transactions to CSV - Initial release v1b

resolved 6 15 Feb, 2021 10:57 PM by Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’
Dmitrii's Avatar

Currency allocation

resolved 4 15 Feb, 2021 10:55 PM by Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’
CanSaver's Avatar

Entering an equity bought on TSX and sold on NYSE

resolved 4 15 Feb, 2021 09:18 PM by dwg
Antonio Rodrigues's Avatar

Portfolio Report Cost Basis not updating

resolved 3 14 Feb, 2021 08:43 PM by Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’
mike's Avatar

QFX import problem

resolved 3 12 Feb, 2021 02:15 AM by mike
davestirling1's Avatar

CDN & US Investment Accounts

resolved 1 11 Feb, 2021 08:08 PM by bill
Frank's Avatar

help adding security to an investment account

resolved 1 10 Feb, 2021 03:50 PM by Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’
John Digby's Avatar

Share consolidation

resolved 1 08 Feb, 2021 07:56 AM by dwg
tclowes's Avatar

Dividend income

resolved 4 07 Feb, 2021 02:51 PM by tclowes

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