Investments (Windows)

Discussion List

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  charity donations of shares

  New Connie Brown 371 views 23 comments 1 point Most recent by William Oppenheim January 2019
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  Add Roth 401K to Paycheck Wizard After-Tax Deduction Section [edited]

  New Lloyd Busch 78 views 8 comments 0 points Most recent by Lloyd Busch December 2018
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  Prevent Single Mutual Fund accounts from holding stock

  New Jim_Harman 20 views 8 comments 1 point Most recent by q_lurker December 2018
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  Can You Customize The Columns on The Account Overview Screen?

  New jil pollock 127 views 4 comments 2 points Most recent by Richard Burke November 2018
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  Add U.S. Indexes to Investment Performance Report (1 Legacy Vote)

  New Bridge Builder 67 views 6 comments 0 points Most recent by Jim_Harman November 2018
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  add "cash source" selection feature (pre-tax, post-tax, ROTH, etc) for 401K and other applicable ret

  New Jason Durnwald 74 views 0 comments 0 points Started by Jason Durnwald October 2018
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  Investment page - 52-Week Range

  New Bill 8 views 1 comment 0 points Most recent by mshiggins October 2018
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  Investment page - Group By

  New Bill 3 views 1 comment 3 points Most recent by Jim_Harman October 2018
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  Edit/Delete the Default Portfolio Views

  New USMA74 22 views 6 comments 0 points Most recent by USMA74 September 2018
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  Add the Ability to Categorize the Amounts entered as Commissions

  New Dwain Epps 4 views 2 comments 0 points Most recent by Jim_Harman September 2018
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  There should be an option to convert a brokerage account to a Roth IRA

  New QPW 130 views 8 comments 0 points Most recent by QPW September 2018
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  Add a "Tax Efficient Loss Harvester" lot assigment option

  New QuickenUser 70 views 3 comments 0 points Most recent by QPW August 2018
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  Performance Tab: Provide ability to add Gain column

  New Austin13 3 views 1 comment 0 points Most recent by mshiggins August 2018
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  Delete Expired Option Trades (4 Legacy Votes)

  New Omar 289 views 34 comments 0 points Most recent by Savvy Investor July 2018
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  Merged: Provide enhancement for setting a default tax lot method for security sales!

  gibv 11 views 0 comments 0 points Started by gibv July 2018
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  Automatic quote update occurs even when the markets aren't open.

  New Mary Ann Edson-Plumb 16 views 2 comments 0 points Most recent by ColinGruchy June 2018
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  Add Export to Excel as a Print Portfolio option (1 Legacy Vote)

  Already Offered Closed me 112 views 7 comments 0 points Most recent by Stan Zegel June 2018
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  return of capital/cost basis adjustment

  New QUICKFIXPLZ 232 views 3 comments 0 points Most recent by markus1957 March 2018
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  Allow Add Reminder for Investment Transactions

  New markus1957 20 views 2 comments 0 points Most recent by EmKay March 2018
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  Stop Loss report for investments

  New Mick 17 views 5 comments 0 points Most recent by Mick February 2018
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  Feature request: Batch update of the Clr column in investment accounts

  Already Offered Closed Gil 14 views 8 comments 0 points Most recent by Mary Kay Kotzman February 2018
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  Asset Class pie chart and numeric table order

  New Jim_Harman 16 views 4 comments 1 point Most recent by Jim_Harman January 2018
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  Investment Transactions - Mortgage Backed Securities a programmable solution

  New larschnur 20 views 1 comment 0 points Most recent by mshiggins January 2018
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  Merged: Reconcile Securities Along with Cash in Investment Accounts

  Closed Matt 61 views 0 comments 2 points Started by Matt January 2018
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  New security name dropdown in QWin2018 R4.6

  New Jim_Harman 14 views 1 comment 0 points Most recent by Jim_Harman December 2017
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  How about custom field(s) for investments?

  Already Offered Closed Richard Taylor 17 views 6 comments 0 points Most recent by Jim_Harman November 2017
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  When adding a new Security make "Add to Watch List" optional Preference [edited]

  New UKR 36 views 3 comments 2 points Most recent by Gil November 2017
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  idea for investment holdings

  New david sholiton 14 views 3 comments 1 point Most recent by Vetta June 2017
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  Merged: Add tags to investment transactions

  mrbb 251 views 0 comments 0 points Started by mrbb April 2017
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  Yield on cost basis

  New Jeff156 28 views 5 comments 0 points Most recent by Jeff156 January 2017