When looking at the Investment portfolio View (IPV), two securities I own no longer appear in the

SWOricky
SWOricky Member
edited February 2020 in Investing (Windows)
:s

Best Answers

  • SWOricky
    SWOricky Member
    Accepted Answer
    Two securities have disappeared from their accounts in the Investment portfolio View (IPV). Yet opening the transaction window & choosing the HOLDINGS button, they correctly display!!

    Both security symbols (EMR and PAYX) are valid in quicken & entered correctly. All historic transactions for the two appear in the investment transaction report.

    Their values (# of shares x $ price) are calculated correctly and are in the totals.

    Jim H. how do I do what you suggest please

Answers

  • SWOricky
    SWOricky Member
    Accepted Answer
    Two securities have disappeared from their accounts in the Investment portfolio View (IPV). Yet opening the transaction window & choosing the HOLDINGS button, they correctly display!!

    Both security symbols (EMR and PAYX) are valid in quicken & entered correctly. All historic transactions for the two appear in the investment transaction report.

    Their values (# of shares x $ price) are calculated correctly and are in the totals.

    Jim H. how do I do what you suggest please
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