Investments (Windows)

Discussion List

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  Tracking TSRUs

  New [email protected] 31 views 6 comments 0 points Most recent by [email protected] February 9
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  Investment Performance Report - deducting management fees

  New mrs121 33 views 2 comments 1 point Most recent by mrs121 January 28
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  Portfolio View Missing Information

  New neil154 24 views 2 comments 0 points Most recent by NotACPA January 21
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  Trailing stops

  New Richard Starrett 18 views 0 comments 0 points Started by Richard Starrett January 9
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  Auto-remove any option that has been updated once following its expiration date

  New System 17 views 4 comments 0 points Most recent by Rocket J Squirrel January 7
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  Logarithmic y-axes for portfolio value plots and others?

  New rjbailey95066 22 views 0 comments 1 point Started by rjbailey95066 January 2
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  Trade Date

  Closed System 20 views 2 comments 0 points Most recent by q_lurker January 6
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  Add BOVESPA Security Quotes Download Automatically.

  New DiogCuba 19 views 0 comments 0 points Started by DiogCuba December 2019
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  Improve Stock Charts

  New PortlandRealist 20 views 0 comments 0 points Started by PortlandRealist December 2019
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  Treat PreTax and After Tax Accounts Differently

  New PortlandRealist 57 views 5 comments 1 point Most recent by Jim_Harman December 2019
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  The Portfolio Morningstar X-ray does not include any of my savings accounts or CDs.

  New PeggySproul 70 views 5 comments 6 points Most recent by Since1996 January 29
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  Migrating Old to New Ticker Symbol Data

  New BBG 69 views 3 comments 0 points Most recent by q_lurker December 2019
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  dividend calculation

  New bill 44 views 2 comments 0 points Most recent by Jim_Harman December 2019
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  Improve handling of IRA distributions, QCDs, and Roth conversions

  New Jim_Harman 287 views 9 comments 27 points Most recent by Steve Sucher February 18
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  Option to add/not add new accounts to custom portfolio

  New targa4s 25 views 2 comments 2 points Most recent by Jim_Harman December 2019
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  Multi-faceted Rebalancing

  New nick.koch 15 views 0 comments 1 point Started by nick.koch November 2019
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  Merged: unit share price

  joe6h 11 views 0 comments 0 points Started by joe6h October 2019
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  How can I see more than 32 columns in the Investing view?

  New Gary 38 views 4 comments 1 point Most recent by Quicken_Natalie October 2019
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  Merged: Add Thrift Saving Plan (TSP) to list of investment companies

  dr.sulli 1 view 0 comments 0 points Started by dr.sulli October 2019
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  Widen the definition of Average annual return

  New Don12341 16 views 0 comments 0 points Started by Don12341 October 2019
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  Need way to track Life Insurance Asset Value (vs Premiums)

  New RonBask 126 views 6 comments 1 point Most recent by skeleton567 December 2019
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  Merged: Vanguard Download is Fixed for me.

  Tester3 1 view 0 comments 0 points Started by Tester3 October 2019
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  How do I stop Q from automatically adding new investments to a "watchlist"?

  New simsiccr 79 views 10 comments 8 points Most recent by simsiccr October 2019
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  Import security prices from CSV file as part of One Step Update

  New user99029 65 views 5 comments 0 points Most recent by q_lurker January 21
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  Fix Mutual Fund Conversion so cost basis is correct if holding is set to "Use Average Cost"

  New Jim_Harman 113 views 9 comments 5 points Most recent by Jim_Harman January 28
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  Fix Growth of $10,000 graph so it handles Deposits and Withdrawals correctly

  Implemented Closed Jim_Harman 90 views 4 comments 10 points Most recent by Jim_Harman February 19
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  Tag on Investment account cash transactions (1 Merged Vote)

  New AMYG 151 views 31 comments 7 points Most recent by acs2 November 2019
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  Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions

  New f0445780 99 views 4 comments 3 points Most recent by Jim_Harman December 2019
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  Make market indices visibly different from securities in portfolio views

  New Rocket J Squirrel 22 views 2 comments 1 point Most recent by Rocket J Squirrel August 2019
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  Gain/Loss YTD

  New [email protected] 41 views 1 comment 2 points Most recent by Quicken_Natalie August 2019