Investments

Discussion List

• 
  Why does sidebar investment account market value not match Holdings" value total which is accurate?

  Answered Closed rlebrun 133 views 4 comments 0 points Most recent by Boatnmaniac April 2021Errors and Troubleshooting (Windows)
• 
  How do you add existing screenshots to a post?

  Answered ✓ JMSOUNDER 71 views 2 comments 0 points Most recent by Rocket J Squirrel April 2021Investing (Windows)
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  Residual securities value?

  SomebodyInGNV 32 views 3 comments 0 points Most recent by NotACPA April 2021Investing (Windows)
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  Conservation Easements

  Answered ✓ Drawdy 263 views 3 comments 0 points Most recent by Tom Young April 2021Investing (Windows)
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  Mutual Fund Conversion

  Closed stevejrandik 643 views 4 comments 0 points Most recent by stevejrandik April 2021Investing (Windows)
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  Positions Only - Cash Amount

  Answered Closed bkeenan0 396 views 10 comments 0 points Most recent by Chris_QPW April 2021Investing (Windows)
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  How to have correct cost basis in a corporate spinoff, e.g., Pfizer/ Upjohn/ Mylan transaction?

  Answered ✓ A.R. 17.2K views 100 comments 1 point Most recent by chipwhite935 April 2021Investing (Windows)
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  LPL Financial - Express Web Connection

  Answered ✓ HBDave 633 views 1 comment 1 point Most recent by Boatnmaniac April 2021Investing (Windows)
• 
  Brokerage account not showing under portfolio

  Answered ✓ tosalet 81 views 3 comments 0 points Most recent by gooddog50 April 2021Investing (Windows)
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  How Do I Close an Investment Account?

  Answered billr 1.3K views 15 comments 0 points Most recent by GeoffG April 2021Investing (Windows)
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  Security Lots in 'Specify Lots...' Show Double Number of Shares Entered

  Answered chipwhite935 11 views 2 comments 0 points Most recent by chipwhite935 April 2021Investing (Windows)
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  How does one increase the cost of securities when there are no additional shares/units issued.

  Answered ✓ FrustratedinCanada 113 views 3 comments 0 points Most recent by q_lurker April 2021Investing (Windows)
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  How do I enter a crypto transaction in Quicken?

  Answered ✓ Zerep 564 views 1 comment 0 points Most recent by Tom Young April 2021Investing (Windows)
• 
  How do I restart stock price updates?

  Answered ✓ Closed Brent1980 483 views 6 comments 0 points Most recent by Brent1980 April 2021Investing (Windows)
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  Account Totals on Investment Transaction Reports Not Correct (Report Bug)

  Answered Closed [Deleted User] 81 views 5 comments 0 points Most recent by FrustratedinCanada April 2021Investing (Windows)
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  Why is today's Foreign Exchange rate applied to past dates on investment accounts ?

  Closed BeeGeeWeeGee 31 views 3 comments 0 points Most recent by FrustratedinCanada April 2021Investing (Windows)
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  Trouble with download historical pricing for month end

  Answered Closed Jhoebo 264 views 9 comments 0 points Most recent by Sherlock April 2021Investing (Windows)