Investment Reports

Discussion List

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  Valuation Report shows too much cash.

  Answered Closed wnonidez 21 views 2 comments 0 points Most recent by wnonidez November 2022Reports (Windows)
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  Wrong Quotes Pulled on One-Step Update

  Answered Closed Loreto Ruzzo 121 views 1 comment 0 points Most recent by Jim_Harman October 2022Download, Add/Update Accounts (Windows)
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  Schwab Pledged Asset Line- account asset history lost

  Closed Volks 41 views 0 comments 0 points Most recent by Volks October 2022Errors and Troubleshooting (Mac)
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  Overlay Benchmark On Top Of Portfolio

  Answered Closed bd1223 21 views 3 comments 0 points Most recent by bd1223 September 2022Investing (Mac)
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  X-ray View of Investment Portfolio

  Answered Closed bd1223 41 views 1 comment 0 points Most recent by John_in_NC September 2022Investing (Mac)
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  New Dashboard Portfolio Value Card Shows Double Actual Value

  Closed bfemmel 73 views 0 comments 1 point Most recent by bfemmel August 2022Errors and Troubleshooting (Windows)
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  Quicken is throttling requests to Schwab resulted in delayed reconciliation

  Closed George Friedman 14 views 2 comments 0 points Most recent by Chris_QPW August 2022Download, Add/Update Accounts (Windows)
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  Day to day changes on Investment Dashboard

  Closed mehsab 41 views 0 comments 0 points Most recent by mehsab July 2022Investing (Windows)
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  Can I export my investing accounts into Morningstar Investor?

  Answered Closed Mike Curran 61 views 1 comment 0 points Most recent by Sherlock July 2022Investing (Windows)
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  Mac - Reports grouping or summarizing by Security (Payee)

  Answered Closed Ploooplooo 41 views 2 comments 0 points Most recent by Ploooplooo July 2022Reports (Mac)
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  ETF Return YTD missing?

  Answered ✓ Closed corndog638 21 views 3 comments 0 points Most recent by Jim_Harman June 2022Investing (Windows)
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  Why is Investment Performance YTD report NOT year to date?

  Answered ✓ Closed corndog638 22 views 1 comment 0 points Most recent by q_lurker June 2022Reports (Windows)
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  Anyone else having issue with Growth of $10K Chart?

  Answered Closed Marlonious 63 views 5 comments 0 points Most recent by Marlonious May 2022All Things Canadian (Windows)
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  Evaluating Dividend Income Funds

  Answered Closed PCWizard 41 views 4 comments 0 points Most recent by Jim_Harman April 2022Investing (Windows)
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  Quicken trying to add investment shares that don't exist

  Closed Kquinby 101 views 1 comment 0 points Most recent by Quicken Jasmine April 2022Investing (Mac)
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  Investments are not showing or syncing to Mobile app or Web

  Closed debbeh 2.7K views 6 comments 0 points Most recent by Quicken Jasmine March 2022Investing (Mac)
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  Pitfalls, if any, of updating investments yearly and manually

  Answered Closed Poinz2 61 views 5 comments 0 points Most recent by q_lurker March 2022Investing (Windows)