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Re: Why is there no "rollover" selection for transactions in IRA accounts?
This seems to be doable already by choosing "transfer shares between accounts". If you actually hold actual cash in the retirement account, buy a money market and transfer the shares in kin…1 -
Re: Filter investments
Probably should add much more detail, like sorting by Date, Security, Action (sell, buy, div, reinvest, etc…). Wouldn't some of the filters be unique/specific to securities. Are you suggesting f…1
