Investments

Discussion List

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  Importing Old Portfolio Tax Lot Data

  Closed Bill Maniscalco 106 views 5 comments 0 points Most recent by q_lurker April 2024Download, Add/Update Accounts (Windows)
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  Historical price history lost

  Closed vinboston 250 views 6 comments 0 points Most recent by q_lurker April 2024Registers & Transactions (Windows)
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  How do I merge securities?

  Answered Closed Michael Rosen 2.5K views 5 comments 0 points Most recent by fp April 2024Investing (Windows)
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  Tackling the Investment portfolio -

  Answered ✓ Closed Elaine2 202 views 7 comments 0 points Most recent by Elaine2 April 2024Investing (Windows)
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  Schwab Brokerage downloads duplicate Quicken entries for Bond Purchases.

  Closed chipfish 153 views 6 comments 0 points Most recent by mshiggins April 2024Investing (Windows)
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  How do I remove old investment holdings that have reappeared?

  Closed Hiveman 78 views 2 comments 0 points Most recent by q_lurker March 2024Investing (Windows)
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  Continued Problems with Automatic Placeholders--cannot stop

  Closed jcoley2 209 views 9 comments 0 points Most recent by jcoley2 March 2024Registers & Transactions (Windows)
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  Suspicious Volume numbers in Portfolio View

  Closed Rocket J Squirrel 111 views 6 comments 0 points Most recent by q_lurker March 2024Investing (Windows)
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  Portfolio Value Report - Showing previously closed positions as open after R53.16

  Closed capicon 72 views 0 comments 0 points Most recent by capicon March 2024Installing and Updating (Windows)
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  Adding More Options when Adding Off Line Accounts

  Closed Jeff76 46 views 3 comments 0 points Most recent by Jeff76 March 2024Investing (Windows)
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  Vanguard downloads are missing the "Symbol" field for option "call transactions"

  Closed Kansas_gardner 54 views 2 comments 0 points Most recent by Kansas_gardner March 2024Download, Add/Update Accounts (Windows)
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  Closing out prior investment account

  Answered Closed ValBak 112 views 12 comments 0 points Most recent by [Deleted User] March 2024Download, Add/Update Accounts (Windows)
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  Exchange shares within Roth IRA from one mutual fund to another

  Closed paul16 121 views 2 comments 0 points Most recent by paul16 March 2024Investing (Windows)