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Investments (Windows)

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Portfolio Report Selection Criteria

Reviewed Alan Wittenberg 19 views 1 comment 1 point Most recent by Jim_Harman September 23
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Show Number of shares held and last transaction date

Reviewed Paul Freedman 26 views 3 comments 1 point Most recent by UKR September 18
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Suggestion: Ability to compare security to an index in security detail view

Reviewed DManowitz 21 views 2 comments 1 point Most recent by Jim_Harman September 13
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Suggestion: Have security detail chart show detail as mouse moves

Reviewed DManowitz 11 views 2 comments 1 point Most recent by q_lurker September 13
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Suggestion -- Use a quote provider which provides corporate bond prices by CUSIP ID

Reviewed gaheld57 42 views 3 comments 1 point Most recent by MichiganAl September 25
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Security Symbols

Reviewed bodiemtn 16 views 1 comment 1 point Most recent by Jim_Harman August 30
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Freeze (preserve) headers when scrolling in "Holdings" view

Reviewed J92130 46 views 4 comments 4 points Most recent by Rocket J Squirrel August 27
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Investment Portfolio download; add Browse button that defaults to last used path [Edited]

Reviewed steveweaver48 24 views 3 comments 1 point Most recent by q_lurker August 26
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Provide a report to simplify tax loss harvesting

Reviewed Rocket J Squirrel 23 views 0 comments 5 points Started by Rocket J Squirrel August 17
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Portfolio Value Report: Allow selection of Linked Cash Accounts

Reviewed SirDodo 11 views 0 comments 1 point Started by SirDodo August 16
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merger registers, archive transactions into 1 file vs multiple, make cost basis report sortable

Reviewed questionsforever 21 views 1 comment 1 point Most recent by UserDavidC August 8
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Asset Class Cash portion

Reviewed Rob Ritenour 66 views 5 comments 2 points Most recent by Jim_Harman July 21
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Stock Donation transaction code

Reviewed ewoldde9 65 views 10 comments 6 points Most recent by q_lurker September 8
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Investment Page Calendar Feature Request

Reviewed David Shuman 44 views 5 comments 1 point Most recent by David Shuman July 11
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Bulk Delete Securities Option

Reviewed jklein1 64 views 5 comments 1 point Most recent by q_lurker July 17
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RSU grant entry "preview" option

Reviewed EJB 15 views 0 comments 1 point Started by EJB June 29
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Uncheck Show Hidden Securities by default

Reviewed The Donfather 11 views 0 comments 1 point Started by The Donfather June 16
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Support all 4 Lot Identification options under Lot Assignment After Investment Download

Reviewed The Donfather 4 views 0 comments 2 points Started by The Donfather June 16
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Correctly report distributions from Investment Partnerships

Reviewed stonecliff 36 views 1 comment 1 point Most recent by ewoldde9 July 18
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Increase Number of Investing Goals

Reviewed drinian 64 views 7 comments 2 points Most recent by Jim_Harman June 4
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Structured Notes

Reviewed ragtopvette94 14 views 0 comments 1 point Started by ragtopvette94 May 29
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two simple fixes to improve report "Maturity Dates for Bonds"

Reviewed LawrenceGee 25 views 1 comment 1 point Most recent by q_lurker May 24
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A requested enhancement to Match Securities

Reviewed seaubrey 16 views 1 comment 3 points Most recent by Quicken Jasmine May 23
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Making Investment Entries Easier

Reviewed elizjer 25 views 0 comments 3 points Started by elizjer May 1
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Stock Watch List - quick clean up

Reviewed ECN 26 views 2 comments 1 point Most recent by UKR May 4
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Automatic import of securities prices CSV on loading Quicken

Reviewed Mike_C 18 views 0 comments 1 point Started by Mike_C March 31
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Investing Tab/Portfolio: Dividend Pay Date

Reviewed BryanK 36 views 1 comment 2 points Most recent by q_lurker March 15
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Investment Tracking

Reviewed mhellis63 23 views 0 comments 4 points Started by mhellis63 February 25
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Fidelity Downloads Omit Brokerage Account Pending Settlement Amounts

Reviewed mushrmary 14 views 0 comments 1 point Started by mushrmary February 24
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Make Tickers status: Taxable or Tax-Free Based on Investment Account Type

Reviewed kh57smth 46 views 5 comments 1 point Most recent by Chris_QPW March 17

Categories

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