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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
	How do I deal with Charles Schwab Bank activity in Schwab Brokerage account Started by Fred via web	resolved	6	27 Dec, 2020 07:02 PM by Fred
	portfolio creation Started by alhassant via web	resolved	5	26 Dec, 2020 06:38 PM by Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’
	stock price updates stopped Dec 17th Started by Richard Thomas via web	resolved	1	25 Dec, 2020 08:53 PM by derekkent23
	Default option for new securities to NOT show on summary page Started by BH via web	resolved	2	23 Dec, 2020 07:31 PM by BH
	iNTEREST ONLY MORTGAGE SET UP Started by triciaalesbury via web	resolved	0	23 Dec, 2020 08:41 AM by triciaalesbury
	Cost Basis per Share shows $10,000 instead of $1 Started by Fred via web	resolved	6	23 Dec, 2020 02:28 AM by -Kevin N.
	Please give us a simple way to correct the often erroneous Cost Basis Started by Fred via web	resolved	0	21 Dec, 2020 11:16 PM by Fred
	Need buy date for 2020 Gains Losses Started by dcm via web	resolved	4	19 Dec, 2020 06:09 PM by dcm
	Security Price Graph shows an invalid spike Started by Fred via web	resolved	4	18 Dec, 2020 05:51 PM by Fred
	Adding share volume Started by Michael MCCadden via web	resolved	0	18 Dec, 2020 04:33 PM by Michael MCCadden
	Unable to get Security Prices Updates Started by Kirit Kapadia via web	resolved	3	18 Dec, 2020 02:45 AM by dwg
	DESIGNING A REPORT Started by gordon.dow via web	resolved	21	16 Dec, 2020 02:16 PM by gordon.dow
	Unrecognized gains & losses on investments Started by Tom via web	resolved	6	16 Dec, 2020 08:38 AM by derekkent23
	Is there an overview on how to set up shares in a different currency? Started by jojo via web	resolved	1	15 Dec, 2020 08:56 PM by dwg
	Quotes and Exchange Rates does nothing. Started by dcm via web	resolved	5	13 Dec, 2020 08:19 AM by derekkent23
	mutual and brokerage accounts that track share number Started by Robert Kessel via web	resolved	9	12 Dec, 2020 08:11 PM by Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’
	Changing Custodian of my Investment Accounts Started by Fred via web	resolved	8	09 Dec, 2020 06:00 PM by Fred
	Download Investment Portfolio Transactions has stopped working Started by Terry via web	resolved	5	07 Dec, 2020 09:47 PM by fi
	Quotes don´t update in the new version Started by Marc via web	resolved	13	07 Dec, 2020 07:23 PM by Marc
	Importing Historical Security Prices Started by dstephure via web	resolved	25	05 Dec, 2020 09:32 PM by derekkent23
	Calculation of cost basis for options trades Started by david.d via web	resolved	0	05 Dec, 2020 07:45 PM by david.d
	how to record a specific type of transaction Started by m.goree.dis via web	resolved	9	04 Dec, 2020 09:42 PM by m.goree.dis
	Edited: Does Quotes Loader update a particular days data after the first time it gets it? Started by Chris via web	resolved	9	02 Dec, 2020 11:52 AM by Chris
	Transfer of funds Started by Marvin Dietrich via web	resolved	4	27 Nov, 2020 10:17 PM by -Kevin N.
	How can I include short and long term capital gains in the detailed income and expenses report? Started by davidsclove via web	resolved	1	25 Nov, 2020 07:21 PM by dwg
	New sponoff: Viatris (VTRS) - how to add to MD portfolio Started by mjw via web	resolved	9	21 Nov, 2020 07:41 PM by dwg
	How to load currency history data use the "load security history" extension Started by Chris via web	resolved	17	19 Nov, 2020 01:09 PM by derekkent23
	Investment reports error Started by cscj01 via web	resolved	1	19 Nov, 2020 08:14 AM by Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’
	Quotes and Exchange Rates extension Started by Ron Radke via web	resolved	7	18 Nov, 2020 03:53 PM by derekkent23
	stock split Started by Rita Storms via web	resolved	3	12 Nov, 2020 05:24 PM by Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’

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