-
Re: Closed out Short Call Positions--why continued in Portfolio View???
The security is included in the views and reports because you have a position (actually two positions) in the security, a long position and a short position. Shorts need to be specifically managed wi…1 -
Re: Quicken Classic Premier Windows not adding Gold to portfolio. Version R57.16 Build 27.1.57.16
I say "done" and then it adds nothing and I'm back to where I started. Usually when that “adds nothing” happens, it is because a security already exists with that name or with that tic…1 -
Re: Zero out investment account so does not change net worth reports for past activity
Enter a Remove Shares for each security dated to the time of the transfer. A better original path would have been the Shares Transferred between Accounts which would have generated Remove Shares and …1 -
Re: NVDA stock split just trashed Investing/Portfolio report - Shares & Price (edit)
I’ll go out on a limb and state a Shares Added is never correct for a Stock Split event. That is an error on the FI’s part. But situations do develop where an apparent Stock Split might be better han…3 -
Re: Downloading transactions, Quicken does not show an existing security based on cuspid
@PhilSlater i suspect you have the Security Type for that security in Quicken set to Market Index. If so, change the type to Stock or Mutual Fund (or most anything else).2
