Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Securities Comparison Mismatch.

Team, I am selling Covered Calls. I get to the Expiration Date and some Calls expire worthless and others, I am assigned and loose my stock. When I update transactions from my institution, I am getting a comparison mismatch, specifically on the the securities that were assigned and I lost the stock. The shares in Quicken are showing as double the amount that I owned.

Answers

  • El Hud
    El Hud Member ✭✭
    Team, I figured it out. My Institution downloaded Options that Expired as an Action of "Sold", not as "CvrShrt". Maybe this can help someone else. Thank you.
This discussion has been closed.