Investments

Discussion List

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  Why does my security value/balance not match statement

  julieb2uk 468 views 4 comments 0 points Most recent by volvogirl December 2019Investing (Windows)
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  How do I handle out of date brokerage accounts?

  Answered ✓ Closed rarandles 63 views 1 comment 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  How to fix missing data in investment accounts

  Closed Dianalytical 780 views 4 comments 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  Investment Accounts Balance Always Wrong

  Answered ✓ Closed f_stopblues 3.9K views 6 comments 1 point Most recent by chitownhockey December 2019Investing (Windows)
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  export investing portfolio view data

  Answered ✓ Closed bill21 1K views 5 comments 0 points Most recent by bill21 December 2019Investing (Windows)
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  How do you get investments without ticker symbols to show in online portfolio

  Closed Scott Howell 56 views 2 comments 0 points Most recent by Scott Howell December 2019Investing (Windows)
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  Why is the total in Quicken not close to the total at UBS.

  Answered ✓ Closed fpsilver 60 views 1 comment 0 points Most recent by Tom Young December 2019Investing (Windows)
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  Problem with the number of shares when selling

  Answered ✓ Closed segoldring 55 views 1 comment 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  How to categorize a stock transfer as a gift?

  Answered ✓ Closed dawebhalle 385 views 2 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
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  Downloads do not recognize symbol, so reports shares with the same starting letters incorrectly

  Answered Closed dbbrk 154 views 5 comments 0 points Most recent by dbbrk December 2019Investing (Windows)
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  How can I bulk change a security's ticker in one of my accounts?

  Answered ✓ Closed grosner300 508 views 4 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
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  Formerly sold securities continue appearing in my investment accounts

  Closed Gary 78 views 2 comments 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  How to download SELL lot(s) of Tax Loss Harvesting Transactions managed by Investment Firms

  Closed SeaStar 153 views 4 comments 0 points Most recent by q_lurker December 2019Investing (Windows)
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  Unable to Resize Register and Downloaded Transactions in Investment Account

  Answered ✓ Closed Gary 265 views 5 comments 0 points Most recent by Tom Young November 2019Investing (Windows)
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  Why has QW 2013 update price history stopped working since Wednesday 11/13/19?

  Answered ✓ Closed BinNH 210 views 10 comments 0 points Most recent by BinNH November 2019Investing (Windows)
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  Investment account Cash Balance is displaying different amount than downloaded amount

  Answered ✓ Closed t520black 1K views 5 comments 0 points Most recent by t520black November 2019Investing (Windows)
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  Quicken / Brokerage Balance Disagreement

  Answered ✓ Closed kpmort 64 views 1 comment 0 points Most recent by Sherlock November 2019Investing (Windows)
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  Quicken 2012 H&B quotes not working

  Answered ✓ Closed Lee Boszak 256 views 5 comments 0 points Most recent by Lee Boszak November 2019Investing (Windows)
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  Tracking Mutual Fund when the broker doesn't use ticker pricing.

  Closed ARaUser 617 views 5 comments 0 points Most recent by ARaUser November 2019Investing (Windows)