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Re: Sell all leaves me with negative cost basis
So I am OCD enough that I would want to resolve the -19.19 cost basis as well. I suspect there has been some improper mix-up on a sale transaction along the way. That assumes there were prior sales b…1 -
Re: Stray security showing up in Portfolio X-ray
My expectation would be that Quicken feeds tickers and share numbers to Morningstar and gets the X-Ray summary back. If so, it would seem some ticker symbol is being misinterpreted. I suggest: Run th…1 -
Re: How to record Sony Corp Spin-off on October 6, 2025
Google's AI had the following to offer supporting the opinion @Tom Young offered: I'd like to know the tax implications for US shareholders. For U.S. federal income tax purposes, Sony'…1 -
Re: Asset Allocation Precision
Until they adjust this … If you use the Graph part of the Investment Allocation REPORT (rather than the Investing tab selection), the graph shows to the 0.01%. I do see some inconsistencies between t…1 -
Re: Called bonds remain in Maturity Dates Report
@NotACPA The issue here is the Bond Maturity Report. That report: Does not offer a security selection option Does not pay attention to hidden/not hidden status for the security Does not pay attention…1
