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Re: Transferring Vanguard Individual Mutual Fund Accounts Into Single Brokerage Account
On 1/1/21, I transferred a lot of holdings from one account to another. Below I show just one of those securities where one lot of 105 shares was transferred. On that date, it was one Removed shares …1 -
Re: Investement performance report- Quicken Classic Business & personal- Canadian
@lcharron1951 Something is not clear here. Greatly simplifying — Suppose you started the period with an investment portfolio worth $1,000. At the end of the period, the investments were worth $1,100.…2 -
Re: You already have a security with that name
To resolve, you need to edit each of the individual transactions citing International Business Machines and change them to read International Business Machines Corp. (I am assuming there are fewer tr…1 -
Re: Transferring Vanguard Individual Mutual Fund Accounts Into Single Brokerage Account
IMO, the best way to test and understand the Average Annual Return values in a portfolio view is to recreate the calculation in an Investment Performance report. The report can be customized to the s…2 -
Re: Quicken 12 upgrade to Classic Deluxe
Are you from Australia or New Zealand? Personal Plus was a designation the Australian rights-to-Quicken owner (Reckon?) used. While their program started from the same basis, over time it evolved to …1
