Discussion List

• 
  Year-End Download from American Century (Pershing system) error.

  Closed jvprice6 43 views 0 comments 0 points Most recent by jvprice6 January 2022
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  Account Overview Screen: [Holdings].Market Value does not match [Account Status].Total Market Value

  Answered ✓ Closed DJW 354 views 6 comments 0 points Most recent by DJW January 2022
• 
  Global variable for lot assignment for "minimum gain" or "maximum" gain

  Closed RedCab 13 views 1 comment 0 points Most recent by Sherlock January 2022
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  Duplicate Post Error - This Thread Can be Deleted.

  Gilley7997 13 views 0 comments 0 points Most recent by Gilley7997 January 2022
• 
  ETF PKO was merged with PDI. How do I enter this transaction?

  Answered Joanna 21 views 1 comment 0 points Most recent by Sherlock January 2022
• 
  Upgrade from Deluxe to Home & Business

  geosculler@gmail.com 142 views 1 comment 0 points Most recent by Sherlock January 2022
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  Trying to reconcile mismatch in Vanguard Prime Money Market

  Answered eternal224 31 views 1 comment 0 points Most recent by Frankx January 2022
• 
  Investing Porfolio XRay Asset Allocation

  Wayne Andre 52 views 2 comments 0 points Most recent by Wayne Andre January 2022
• 
  Who knows what an historical price is?

  Jay Gourley 51 views 2 comments 0 points Most recent by Chris_QPW January 2022
• 
  corporate merger, cash and stock

  Answered ✓ Joseph 1.4K views 15 comments 0 points Most recent by q_lurker January 2022
• 
  Is there a way to mass update all my Investment Transactions from BoughtX to Bought?

  Answered f_stopblues 205 views 2 comments 0 points Most recent by Chris_QPW January 2022
• 
  Problem with Quicken investments

  Answered ✓ Dennis Mahoney 161 views 10 comments 0 points Most recent by q_lurker January 2022
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  Merged: Schwab Option Prices not downloading

  arugbyref 11 views 0 comments 0 points Most recent by arugbyref January 2022
• 
  Investment transactions downloaded from Ameritrade

  Closed Jack (Cracker) 51 views 1 comment 0 points Most recent by markvs January 2022
• 
  Investment Accounts - Simple vs. Complete

  Closed MSStateDawg 497 views 4 comments 0 points Most recent by Chris_QPW January 2022
• 
  Custom formulas

  Closed Bob 4585 139 views 2 comments 0 points Most recent by Chris_QPW December 2021
• 
  Dividend Yield

  Closed Bob 4585 153 views 4 comments 0 points Most recent by Jim_Harman December 2021
• 
  Amount Invested (%)

  Closed Bob 4585 96 views 2 comments 0 points Most recent by Jim_Harman December 2021
• 
  In Portfolio View, why does the P/E Ratio does not download with the other data like price?s.

  Answered ✓ Closed vitreous 85 views 18 comments 0 points Most recent by q_lurker December 2021
• 
  cost basis curve in investment value graph

  Answered Closed bill21 31 views 2 comments 0 points Most recent by bill21 December 2021
• 
  Is it possible to change a CUSIP number?

  Answered ✓ Closed Bilwit 2.6K views 5 comments 0 points Most recent by dddeeds December 2021
• 
  Investment account types have been limited?

  Closed jayne3b 62 views 1 comment 0 points Most recent by Jim_Harman December 2021
• 
  Not all index quote details are populating

  Closed Ellary Kahan 31 views 1 comment 0 points Most recent by Jim_Harman December 2021
• 
  how do I change back on how Quicken recognizes Schwab Value Advantage MM (SWVXX)

  Answered Closed golfer 102 views 1 comment 0 points Most recent by Jim_Harman December 2021
• 
  Using Portfolio X-Ray

  Answered Closed Ed1Troy 51 views 2 comments 0 points Most recent by Ed1Troy December 2021
• 
  Is there any way to create your own QXF or QFX file?

  Answered Closed f_stopblues 486 views 6 comments 0 points Most recent by Chris_QPW December 2021
• 
  Please check my math on Quicken investing calculations

  Closed Jay Gourley 153 views 7 comments 0 points Most recent by Jim_Harman December 2021
• 
  How to setup an investment account and select who owns this IRA

  Answered ✓ Closed stestu 469 views 5 comments 0 points Most recent by stestu December 2021
• 
  Tracking Investments without Ticker Symbol in Schwab 529 Account

  Answered Closed f_stopblues 291 views 2 comments 0 points Most recent by Chris_QPW December 2021
• 
  Changing a stock from TSX to NASDAQ due to delisting

  Closed Kent Linkletter 33 views 0 comments 0 points Most recent by Kent Linkletter December 2021