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Investments (Windows)

On Line Center----Compare to Portfolio

Gary R 16 views 2 comments 1 point Most recent by Gary R August 6
RSU--Portfolio View????

Gary R 32 views 11 comments 1 point Most recent by Gary R August 6
1

Up

Functionality to Easily Fix Return of Capital

New BryanK 23 views 0 comments 1 point Started by BryanK August 2
2

Up

Investment Annual Return by LOT- IDEA

New BCtexas 23 views 1 comment 2 points Most recent by Rocket J Squirrel July 24
1

Up

Quicken Canada access to quotes for NEO Listed Securities

New Lee BB 13 views 1 comment 1 point Most recent by Chris_QPW July 14
1

Up

Treasury Inflation Protected Securities (TIPS) tracking

New SantaCruzJohn 24 views 0 comments 1 point Started by SantaCruzJohn July 5
1

Up

Auto get security prices via Google Sheets

New rclemmer 21 views 1 comment 1 point Most recent by splasher June 23
1

Up

PEG Ratio?

New H.Dale 22 views 0 comments 1 point Started by H.Dale June 20
Trim old and obsolete investment transactions

Closed 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 21 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 22 views 0 comments 1 point Started by JDiscount June 7
1

Up

Adding the same attachment to multiple transactions

New JDiscount 12 views 0 comments 1 point Started by JDiscount June 7
1

Up

Reconciling a Portfolio

New JDiscount 22 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 22 views 0 comments 1 point Started by LeeIII June 2
19

Restore previous investment register sort order

Planned Rocket J Squirrel 314 views 19 comments 19 points Most recent by Jim_Harman June 7
1

Up

Selecting Accounts

New davidmarketing 21 views 5 comments 1 point Most recent by davidmarketing April 30
1

Up

Need better support for deleting securities

New rbsorensen 81 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 52 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 22 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 22 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 21 views 0 comments 3 points Started by Microfiche April 4
1

Up

Amount invested is overstated

New sleigh76137 53 views 3 comments 1 point Most recent by Jim_Harman June 25
1

Up

Trailing stop feature

New Richard Starrett 41 views 5 comments 1 point Most recent by Jim_Harman July 16
1

Up

Quicken Should Treat Expired Options Properly For P&L Reporting

New saberman 51 views 5 comments 1 point Most recent by Sherlock March 24
2

Up

Investment report needs tweek

New DK at HH 21 views 2 comments 2 points Most recent by q_lurker March 14
1

Up

Unmatch All for Securities Transactions

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

Up

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

New gkading 23 views 1 comment 1 point Most recent by Rocket J Squirrel March 5
2

Up

Investing - Allow edits to security INDUSTRY

New gkading 72 views 13 comments 2 points Most recent by Frank002 April 14

Categories

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