Stu ✭✭✭

@ikeni, Look for the release from October 2023 (R52.33). Installing this instead of the current version will give you reliable Reports

@Kristina, Many thanks for getting involved with this issue. Although for some of us the error is so obvious with many closed positions, I would be concerned that some folk who may have less closed p…

Keeping this thread on the key issue - that the Asset Allocation report in 53.16 is incorrectly including option and other positions that have previously been closed. The foreign currency aspect is l…

The most annoying aspect of this issue is that when an OSU or transction update from the register is tried, the system appears to go through the connection process but doesn't detect any errors and r…

The Chase account was changed from Express Web Connect to Web Connect without any action on my part several days ago. Clearly this was also the time at which Chase disappeared from my OSU list. This …