Investments

Discussion List

• 
  How do you handle the DOW spinoff from DWDP?

  Closed Walter@ 5.8K views 18 comments 0 points Most recent by tvicki July 2019Investing (Windows)
• 
  How can I manually override shares and prices in a retirement account?

  Answered ✓ Closed Aholiab 41 views 6 comments 0 points Most recent by Aholiab July 2019Investing (Windows)
• 
  Updating existing security price data using a .csv file

  Answered ✓ Closed Adriaan Nel 101 views 5 comments 0 points Most recent by Adriaan Nel July 2019Investing (Windows)
• 
  Equity / stock pricing errors - several stocks updating to exact same bogus price

  Closed Munch 71 views 9 comments 0 points Most recent by Munch July 2019Investing (Windows)
• 
  GE - WAB spinoff with cash for partial share

  Answered ✓ Closed Jim_Harman 17.7K views 32 comments 0 points Most recent by Geobrick July 2019Investing (Windows)
• 
  Update annuity value

  Answered ✓ Closed Denverbarb 31 views 1 comment 0 points Most recent by Jim_Harman July 2019Investing (Windows)
• 
  I want to group securities with in the overall Brokerage.

  Closed DFWCHARGER 71 views 4 comments 0 points Most recent by mshiggins July 2019Investing (Windows)
• 
  How to get Mutual Fund conversion to work

  Answered ✓ Closed WMJ 181 views 5 comments 0 points Most recent by WMJ July 2019Investing (Windows)
• 
  Moving investment account to new firm

  Closed Dennis Mahoney 81 views 4 comments 1 point Most recent by Dennis Mahoney July 2019Investing (Windows)
• 
  How to sort investing view by mutual fund type

  Closed jabruzese 21 views 1 comment 0 points Most recent by Jim_Harman July 2019Investing (Windows)
• 
  QWin prompt: Is this a retirement distribution from your 401k?

  Answered ✓ Closed JoeBlow 231 views 6 comments 0 points Most recent by JoeBlow July 2019Investing (Windows)
• 
  ESOP Section 1042 Rollover to QRP

  Closed pcoop 91 views 4 comments 0 points Most recent by Tom Young July 2019Investing (Windows)
• 
  quotes don't update on weekends from BNY Mellon

  Answered Closed harpmr 21 views 2 comments 0 points Most recent by harpmr June 2019Investing (Windows)
• 
  Quotes and share balance are not showing

  Answered Closed giantsfan 31 views 2 comments 0 points Most recent by Jim_Harman June 2019Investing (Windows)
• 
  CDs values not appearing in Investing list

  Answered ✓ Closed sdurrance 221 views 5 comments 0 points Most recent by NotACPA June 2019Investing (Windows)
• 
  Updating Investment transactions?

  Closed deepriverw999 31 views 3 comments 0 points Most recent by Sherlock June 2019Investing (Windows)
• 
  Move account from IRA back to normal Investment

  Answered ✓ Closed IanH 591 views 16 comments 0 points Most recent by IanH June 2019Investing (Windows)
• 
  Investments showing incorrectly for SIMPLE IRA

  Answered ✓ Closed kylecallahan1 141 views 7 comments 0 points Most recent by kylecallahan1 June 2019Investing (Windows)
• 
  Downloading transactions from CD's

  Closed Wayne Daren 51 views 5 comments 0 points Most recent by Ps56k2 June 2019Investing (Windows)
• 
  Coinbase transactions use 8+ significant decimal digits

  Answered ✓ Closed Walter Kraslawsky 1.5K views 3 comments 1 point Most recent by UKR June 2019Investing (Windows)
• 
  Quicken and Wells Fargo Brokerage share balance issue

  Answered ✓ Closed bgrodski 51 views 1 comment 0 points Most recent by Sherlock June 2019Investing (Windows)
• 
  Tracking investments based on industry [edited]

  Closed XLS Wizzard 21 views 1 comment 0 points Most recent by Jim_Harman May 2019Investing (Windows)