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
Fred's Avatar

Cost Basis per Share shows $10,000 instead of $1

resolved 6 23 Dec, 2020 02:28 AM by -Kevin N.
Fred's Avatar

Please give us a simple way to correct the often erroneous Cost Basis

resolved 0 21 Dec, 2020 11:16 PM by Fred
dcm's Avatar

Need buy date for 2020 Gains Losses

resolved 4 19 Dec, 2020 06:09 PM by dcm
Fred's Avatar

Security Price Graph shows an invalid spike

resolved 4 18 Dec, 2020 05:51 PM by Fred
Michael MCCadden's Avatar

Adding share volume

resolved 0 18 Dec, 2020 04:33 PM by Michael MCCadden
Kirit Kapadia's Avatar

Unable to get Security Prices Updates

resolved 3 18 Dec, 2020 02:45 AM by dwg
gordon.dow's Avatar

DESIGNING A REPORT

resolved 21 16 Dec, 2020 02:16 PM by gordon.dow
Tom's Avatar

Unrecognized gains & losses on investments

resolved 6 16 Dec, 2020 08:38 AM by derekkent23
jojo's Avatar

Is there an overview on how to set up shares in a different currency?

resolved 1 15 Dec, 2020 08:56 PM by dwg
dcm's Avatar

Quotes and Exchange Rates does nothing.

resolved 5 13 Dec, 2020 08:19 AM by derekkent23
Robert Kessel's Avatar

mutual and brokerage accounts that track share number

resolved 9 12 Dec, 2020 08:11 PM by Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’
Fred's Avatar

Changing Custodian of my Investment Accounts

resolved 8 09 Dec, 2020 06:00 PM by Fred
Terry's Avatar

Download Investment Portfolio Transactions has stopped working

resolved 5 07 Dec, 2020 09:47 PM by fi
Marc's Avatar

Quotes don´t update in the new version

resolved 13 07 Dec, 2020 07:23 PM by Marc
dstephure's Avatar

Importing Historical Security Prices

resolved 25 05 Dec, 2020 09:32 PM by derekkent23
david.d's Avatar

Calculation of cost basis for options trades

resolved 0 05 Dec, 2020 07:45 PM by david.d
m.goree.dis's Avatar

how to record a specific type of transaction

resolved 9 04 Dec, 2020 09:42 PM by m.goree.dis
Chris's Avatar

Edited: Does Quotes Loader update a particular days data after the first time it gets it?

resolved 9 02 Dec, 2020 11:52 AM by Chris
Marvin Dietrich's Avatar

Transfer of funds

resolved 4 27 Nov, 2020 10:17 PM by -Kevin N.
davidsclove's Avatar

How can I include short and long term capital gains in the detailed income and expenses report?

resolved 1 25 Nov, 2020 07:21 PM by dwg
mjw's Avatar

New sponoff: Viatris (VTRS) - how to add to MD portfolio

resolved 9 21 Nov, 2020 07:41 PM by dwg
Chris's Avatar

How to load currency history data use the "load security history" extension

resolved 17 19 Nov, 2020 01:09 PM by derekkent23
cscj01's Avatar

Investment reports error

resolved 1 19 Nov, 2020 08:14 AM by Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’
Ron Radke's Avatar

Quotes and Exchange Rates extension

resolved 7 18 Nov, 2020 03:53 PM by derekkent23
Rita Storms's Avatar

stock split

resolved 3 12 Nov, 2020 05:24 PM by Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’
atwood.t's Avatar

All fund and stock prices defaulting to $100 on brokerage downloads

resolved 6 11 Nov, 2020 01:53 AM by atwood.t
Cleary's Avatar

TIAA Traditional Price error

resolved 0 10 Nov, 2020 06:00 PM by Cleary
Reed Nelson's Avatar

Automatic stock price update

resolved 1 10 Nov, 2020 08:22 AM by derekkent23
Hania's Avatar

Security and Stock Prices Not Updating

resolved 1 09 Nov, 2020 08:58 PM by derekkent23
Bill's Avatar

Money market funds

resolved 1 09 Nov, 2020 07:34 PM by William Silverberg

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