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Investments (Windows)

1

Up

Treasury Inflation Protected Securities (TIPS) tracking

New SantaCruzJohn 11 views 0 comments 1 point Started by SantaCruzJohn 8:46AM
1

Up

Auto get security prices via Google Sheets

New rclemmer 25 views 1 comment 1 point Most recent by splasher June 23
1

Up

PEG Ratio?

New H.Dale 20 views 0 comments 1 point Started by H.Dale June 20
Trim old and obsolete investment transactions

wtreid 32 views 5 comments 1 point Most recent by splasher June 19
2

Up

Separate average cost basis for covered and non-covered mutual fund shares

New Bob38 19 views 1 comment 2 points Most recent by Damian June 19
1

Up

Allow Investing Multiple Transaction Editing the same as Account Multiple Transaction Editing

New JDiscount 23 views 0 comments 1 point Started by JDiscount June 7
1

Up

Adding the same attachment to multiple transactions

New JDiscount 13 views 0 comments 1 point Started by JDiscount June 7
1

Up

Reconciling a Portfolio

New JDiscount 20 views 0 comments 1 point Started by JDiscount June 7
1

Up

Direct Connect Downloads to IRA - should NOT attempt auto match scheduled entries in other accounts

New LeeIII 21 views 0 comments 1 point Started by LeeIII June 2
19

Restore previous investment register sort order

Planned Rocket J Squirrel 309 views 19 comments 19 points Most recent by Jim_Harman June 7
1

Up

Selecting Accounts

New davidmarketing 30 views 5 comments 1 point Most recent by davidmarketing April 30
1

Up

Need better support for deleting securities

New rbsorensen 84 views 9 comments 1 point Most recent by Rocket J Squirrel April 27
3

Up

Need much better support for option trading

New rbsorensen 82 views 2 comments 3 points Most recent by Rocket J Squirrel April 25
3

Up

Morningstar tax cost ratios add

New Shell32 32 views 1 comment 3 points Most recent by Jim_Harman April 25
4

Up

plain vanilla Options - Puts & Calls

New Poilka 56 views 2 comments 4 points Most recent by GMGC May 28
1

Up

Issue with my account regarding the date of the last empty row of each account set up.

New Funtrading 23 views 3 comments 1 point Most recent by Jim_Harman April 14
1

Up

Investing Portfolio view (Investment Account type by Taxable , Tax deferred & Tax Exempt grouping)

New Hemanthande 29 views 1 comment 1 point Most recent by Jim_Harman April 11
3

Up

Fix hard coded 2 decimal limit in Quicken investment transaction reports (Q Win Canada)

New Microfiche 26 views 0 comments 3 points Started by Microfiche April 4
1

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Amount invested is overstated

New sleigh76137 51 views 3 comments 1 point Most recent by Jim_Harman June 25
1

Up

Trailing stop feature

New Richard Starrett 23 views 2 comments 1 point Most recent by Chris_QPW March 31
1

Up

Quicken Should Treat Expired Options Properly For P&L Reporting

New saberman 56 views 5 comments 1 point Most recent by Sherlock March 24
2

Up

Investment report needs tweek

New DK at HH 22 views 2 comments 2 points Most recent by q_lurker March 14
1

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Unmatch All for Securities Transactions

New jlaur_25 12 views 0 comments 1 point Started by jlaur_25 March 11
1

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Bonds - Add Yield to Maturity calc if all inputs are available

New gkading 22 views 1 comment 1 point Most recent by Rocket J Squirrel March 5
2

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Investing - Allow edits to security INDUSTRY

New gkading 75 views 13 comments 2 points Most recent by Frank002 April 14
1

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Add "move one day forward/backward" arrows to Investment screen before/after the as of date

New Qso 45 views 7 comments 1 point Most recent by Chris_QPW February 25
5

Up

Investing Dashboard: Widen text area in Portfolio by Security

New Rocket J Squirrel 21 views 1 comment 5 points Most recent by Jim_Harman February 17
Merged: Please add HSA support!

Drinkingbird 11 views 0 comments 1 point Started by Drinkingbird February 17
1

Up

Treat investment "Added" transaction similar to Buy for portfolio view

New Drinkingbird 13 views 0 comments 1 point Started by Drinkingbird February 17
3

Up

Real-Time Stock Data

New Cris Williams 36 views 2 comments 3 points Most recent by Ps56k2 February 16

Categories

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