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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
	Portfolio Report Started by michael via web	resolved	9	03 Jun, 2025 04:26 PM by Stuart Beesley (Mr Toolbox)
	Duplicate security Started by Robert Tucker via web	resolved	8	02 Jun, 2025 05:46 AM by Stuart Beesley (Mr Toolbox)
	Download list of stock splits in an account? Started by aforkosh via web	resolved	3	01 Jun, 2025 02:23 PM by Stuart Beesley (Mr Toolbox)
	Quote Loader Started by Mike Bray (Quote Loader Author) via web	resolved	61	31 May, 2025 05:21 PM by kkubie
	Transfer of investments in kind between non-taxable accounts (401k to IRA Rollover) Started by tguny via web	resolved	0	29 May, 2025 05:22 PM by tguny
	Import investment transactions from CSV Started by fabravo via web	resolved	5	26 May, 2025 05:23 PM by fabravo
	Selection of investment categories in performance reports Started by Jesus via web	resolved	3	23 May, 2025 05:05 PM by Jesus
	Security prices do not update any longer, got error message Started by mario.gorreo via web	resolved	14	21 May, 2025 07:45 AM by Stuart Beesley (Mr Toolbox)
	Quote Loader, Ticker BMY loading GBX currency, not USD Started by tmbgeorge via web	resolved	1	20 May, 2025 01:56 PM by derekkent23
	Price Updates Started by Richard Byrne via web	resolved	2	19 May, 2025 05:40 PM by aforkosh
	problem with the QUOTE LOADER extension Started by Michel Charat via web	resolved	11	16 May, 2025 08:15 AM by Stuart Beesley (Mr Toolbox)
	Quote Loader didn't work Started by rogersdan via web	resolved	15	16 May, 2025 08:14 AM by Stuart Beesley (Mr Toolbox)
	Many Security Management issues, matching, et al. Started by bschottmi via web	resolved	8	13 May, 2025 11:44 AM by bschottmi
	Importing csv with security prices Started by wrusry via web	resolved	2	10 May, 2025 09:40 PM by wrusry
	Merge Investment Transactions Started by jenkins007 via web	resolved	9	08 May, 2025 02:22 PM by Maddy
	Sale of shares Started by Simon Smith via web	resolved	3	30 Apr, 2025 09:41 AM by dwg
	Portfolio Value as of a specific date Started by Bob C. via web	resolved	1	26 Apr, 2025 04:41 PM by -Kevin N.
	Transfer Transactions and Lot Info to Different Account Started by mark via web	resolved	4	24 Apr, 2025 06:15 AM by Stuart Beesley (Mr Toolbox)
	Ticket #4695, merge downloaded transactions in investment accounts Started by lkeppeljunk via web	resolved	1	17 Apr, 2025 03:28 PM by jeffstified
	Capital Gains Report Not Working. Hangs On, "Generating" v.2024.1(5118) Started by Will L via web	resolved	3	14 Apr, 2025 06:26 PM by Will L
	Security xfer between accounts Started by Don Mohle' via web	resolved	6	12 Apr, 2025 07:13 PM by Sara Cabrol
	How to Install a Quote Loader for my Stockmarket Account Started by Walter via web	resolved	1	08 Apr, 2025 11:28 AM by Maddy
	bad price downloaded Started by David Acker via web	resolved	2	07 Apr, 2025 04:28 PM by derekkent23
	403(b) accounts Started by Steven Gularte via web	resolved	1	07 Apr, 2025 01:12 PM by Maddy
	A requested fix initially asked for on April 1. Started by dtd via web	resolved	9	05 Apr, 2025 04:25 PM by derekkent23
	Quote and Exchange Update Frequency Started by cbrucefisher via web	resolved	7	03 Apr, 2025 04:08 PM by derekkent23
	Stock Price Updates Started by Kent via web	resolved	9	01 Apr, 2025 04:48 PM by Kent Limketkai
	investment prices not updating since end of year Started by rcoffman@sprintmail.com via web	resolved	1	31 Mar, 2025 09:48 PM by derekkent23
	Representing property in Moneydance (again) Started by rsworden via web	resolved	2	31 Mar, 2025 03:59 AM by rsworden
	Investment balances in Foresight? Started by rsworden via web	resolved	4	29 Mar, 2025 09:17 PM by rsworden

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