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
Frank Varisco's Avatar

Unable to Update Share Prices

resolved 4 25 Jan, 2019 10:48 AM by Frank Varisco
PaulF's Avatar

Portfolio Report Anomaly

resolved 0 25 Jan, 2019 10:29 AM by PaulF
doulos564's Avatar

Wrong ticker symbol! ;-(

resolved 1 25 Jan, 2019 01:40 AM by doulos564
Mark Meaders's Avatar

Mutual fund prices not being downloaded

resolved 1 20 Jan, 2019 10:48 PM by dwg
lordpixel's Avatar

When and why does MoneyDance update the Current Price of a security, or more precisely, why does it stop?

resolved 4 19 Jan, 2019 09:29 PM by derekkent23
Dan Hanger's Avatar

editing investment type does not propagate to all accounts with the same security

resolved 3 19 Jan, 2019 09:14 AM by derekkent23
matt walch's Avatar

investments not updating

resolved 10 18 Jan, 2019 10:52 AM by Mike Bray (Quote Loader Author)
Ginny's Avatar

Adding a new security

resolved 0 17 Jan, 2019 01:07 AM by Ginny
michaelfabiansmith's Avatar

Managing Investments

resolved 0 15 Jan, 2019 06:08 PM by michaelfabiansmith
Alison Chang's Avatar

will not update price

resolved 1 15 Jan, 2019 01:45 AM by dwg
jer's Avatar

security shares running total for reconciling

resolved 3 14 Jan, 2019 11:07 PM by John Roling
Andrew Kernan's Avatar

Share split Cost Basis no longer correct

resolved 6 14 Jan, 2019 11:53 AM by Andrew Kernan
ringmod's Avatar

Quotes and Exchange Rate Extension (QER)

resolved 3 12 Jan, 2019 12:11 PM by derekkent23
Bob's Avatar

Adding a new mutual fund

resolved 1 11 Jan, 2019 09:29 PM by dwg
Karen's Avatar

Setting up RRIF payments in my system

resolved 13 11 Jan, 2019 01:52 AM by dwg
Jim Largent's Avatar

T Rowe Price mutual funds

resolved 3 10 Jan, 2019 10:15 PM by dwg
sberger71's Avatar

Accounting for RMD

resolved 7 10 Jan, 2019 02:13 PM by sberger71
Aladin Zahran's Avatar

Link Investments

resolved 0 10 Jan, 2019 07:35 AM by Aladin Zahran
hdgsn's Avatar

Handling partial Dividend Reinvestment

resolved 1 07 Jan, 2019 08:14 PM by dwg
brian.dennehy's Avatar

Downloading stock quotes

resolved 1 06 Jan, 2019 08:21 AM by dwg
charleskorn's Avatar

Recording share purchases with zero cost

resolved 1 05 Jan, 2019 10:33 AM by dwg
cscj01's Avatar

Extra Investment reports fails

resolved 4 02 Jan, 2019 09:55 PM by derekkent23
Joseph Avellar's Avatar

Download from Investment Account Includes Too Much Info

resolved 3 01 Jan, 2019 08:11 PM by dwg
Marc Jansic's Avatar

No updates for several weeks with Quotes & Ex Rates updater

resolved 9 01 Jan, 2019 06:21 PM by hleofxquotes
Norman's Avatar

importing

resolved 1 30 Dec, 2018 08:55 PM by dwg
Tabansi's Avatar

Bank Register within investments

resolved 1 30 Dec, 2018 08:37 PM by dwg
RobBar's Avatar

unit price

resolved 2 29 Dec, 2018 04:54 PM by RobLiz Holloway
jstackpo's Avatar

Mutual Fund Prices - no show

resolved 6 28 Dec, 2018 07:47 PM by dwg
Michael R. Collier's Avatar

Mutual Funds

resolved 10 28 Dec, 2018 03:12 PM by Michael Collier
retail's Avatar

Why wont IK implement a stock quote system

resolved 10 28 Dec, 2018 08:16 AM by derekkent23

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