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Re: How to show LOT info of a past investment sale? -- in register or transaction report
q_lurker: »And the portfolio views can be set to show closed positions. What is deficient about those sources for what you are after - particularly the cap gains report?« Multiple reasons: (1) I am i…1 -
Re: Name discrepancies in securities
I have spent hours correcting the discrepancies in the names. The major problem is that Quicken's "add security" gives a different name than Fidelity provides via the automatic downloa…1
