Investing (Windows)

Discussion List

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  Anybody with a real-world brokerage account linked to a bank account who can step in here?

  Announcement Closed Tom Young 117 views 0 comments 0 points Most recent by Tom Young November 2025
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  ContribX issue

  Answered Mike Judd 77 views 5 comments 0 points Most recent by Quicken Kristina August 30
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  Morningstar X-ray issue with unclassified Mutual Funds and ETFs from Feb is back

  Answered mcski 411 views 21 comments 2 points Most recent by mcski August 30
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  Placeholders issues

  melwiesel 162 views 21 comments 0 points Most recent by Chris_QPW August 29
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  Can not see gain/loss when selecting lots.

  dandy48 38 views 1 comment 0 points Most recent by Quicken Anja August 29
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  How to calculate investment returns for cash sweep in Fidelity accounts

  Chillbill 86 views 3 comments 0 points Most recent by Quicken Kristina August 28
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  Merger Security, AT&T and AT&T Inc

  Lex 72 views 4 comments 0 points Most recent by q_lurker August 27
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  Glitch with mutual fund share conversion

  Answered Cubbie 149 views 5 comments 0 points Most recent by Quicken Anja August 27
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  investment transaction list

  josephc932 32 views 1 comment 0 points Most recent by Quicken Carlos August 27
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  How to change the Cost Basis on individual securities

  Answered JWM0208 27 views 1 comment 0 points Most recent by Jim_Harman August 26
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  Transaction in a taxable account classified as _DivIncTaxFree, and I don't know how it happened.

  Answered Magnet 47 views 2 comments 0 points Most recent by Quicken Anja August 26
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  Bug relating to numerous Investing, net wort & other reports

  pghsteamboat 75 views 3 comments 1 point Most recent by Quicken Anja August 26
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  Switching financial advisors

  Answered Vincent Iamunno 120 views 6 comments 0 points Most recent by Quicken Alyssa August 25
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  fidelity transaction mixup

  Answered johnboy1227 50 views 3 comments 0 points Most recent by mshiggins August 25
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  Need to hire someone who knows Quicken better than me

  Answered kriswithAK 62 views 2 comments 0 points Most recent by Quicken Alyssa August 24
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  Quicken made me $2,000,000 richer! I wish.........

  Answered ✓ Jerry2 149 views 5 comments 0 points Most recent by Sceptic August 24
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  Security not found after downloading

  Answered kevin. 85 views 6 comments 0 points Most recent by Craig20155 August 24
• 
  RSUs in GBP Currency part 2

  NickDiG99 259 views 20 comments 0 points Most recent by Quicken Kristina August 23
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  Avalonbay to Vivmark acquisition

  q_lurker 68 views 2 comments 6 points Most recent by NotACPA August 23
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  Re: Why isn't the issue with Portfolio Xray Not Getting More Attention?

  Steven 552 views 24 comments 2 points Most recent by Quicken Kristina August 22
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  Merged: AVUV not recognized in Portfolio X-Ray

  Closed Shrevetown 10 views 0 comments 0 points Started by Shrevetown August 22
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  Unable to add Fidelity account, seeing "Sign in to Fidelity Investments failed. Try again." error

  Answered Howard Hoffman 72 views 2 comments 0 points Most recent by koconnor99 August 21
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  Is there a way to 'hide' investments with value = 0

  Answered ✓ phenders4 379 views 13 comments 0 points Most recent by Jim_Harman August 18
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  in the investing tab, the columns price day change and day gain/loss are showing blank.

  Answered Closed Dee R 79 views 4 comments 0 points Most recent by Quicken Anja August 18
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  Mismatch of Fidelity Funds, how to fix?

  Answered Smokey7422 121 views 3 comments 0 points Most recent by NotACPA August 15
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  Pre-Market Stopped Working with R68.31

  rhoneyman 234 views 12 comments 0 points Most recent by rhoneyman August 15
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  Investing reports questionable

  fciani 54 views 1 comment 0 points Most recent by Jim_Harman August 15
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  Investment holdings not right after remove & add shares

  Answered Closed courtneyg 208 views 7 comments 0 points Most recent by Quicken Anja August 15
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  Is there any way to turn off tax lot processing for accounts?

  Answered Closed vineyardterry 199 views 12 comments 0 points Most recent by Quicken Anja August 15
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  Stock dividend transaction fail

  leonard kearney 223 views 7 comments 0 points Most recent by q_lurker August 13
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  on the investing page - how is avg annual return calculated? (windows classic on pc)

  Answered leonard kearney 42 views 2 comments 0 points Most recent by leonard kearney August 13