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Re: Morning star Portfolio X-ray Stock Intersection
It does that for me. Apple 5.61% made up of the various funds I own that hold Apple and my own holding. Microsoft 6.36%, ditto Down the my 50th largest Adobe at 0.2% Now the fund holdings may be a bi…1 -
Re: Why don't the drop-down transaction types match?
The Enter Transactions button provides access to features (wizards as they are sometimes called) which generate multiple transactions from a single set of data. These would be cases like Shares Trans…1 -
Re: Stock Split results in too many shares of stock (2019 closed discussion)
Or delete the 2 Schwab downloads, keep the 2:1 split, and sell the 0.47 shares for the cash-in-lieu. Same transactions are applicable inside and outside of a retirement account. If you are satisfied …2 -
Re: Stock Split results in too many shares of stock (2019 closed discussion)
Q needs to fix their software. I respectfully disagree. Per State Street, this is a straightforward 2-for-1 split. That is the way Quicken's third party data supplier showed and sent it to Quick…1 -
Re: Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)
Perhaps a couple of clarifications are in order. Most presentations of index performances do not include dividends reinvested and many do not include dividends paid. So one needs to be very clear in …2
