General

Discussion List

• Dividend questions for account that does not separate currencies.

  26 views 1 comment 0 points Most recent by VidasMatelis January 2020
• Effect of fees, taxes, and withdrawals on returns

  27 views 1 comment 0 points Most recent by VidasMatelis January 2020
• Dividends not being collected

  45 views 3 comments 0 points Most recent by VidasMatelis January 2020
• Profit % value not reporting correctly

  32 views 3 comments 0 points Most recent by VidasMatelis January 2020
• position appears to have just disappeared in december

  36 views 11 comments 0 points Most recent by jagmanvdp January 2020
• Entering CELG / BMY merger

  72 views 3 comments 0 points Most recent by VidasMatelis December 2019
• Stock purchase --- Current total value is shown as Capital Gain (worksheet daily)

  29 views 2 comments 0 points Most recent by RalphE December 2019
• Compatibility with Excel 2019?

  97 views 4 comments 0 points Most recent by GreigH December 2019
• Im happy I now signed up

  35 views 0 comments 0 points Started by RaymonOKan December 2019
• Mac Support

  60 views 1 comment 0 points Most recent by SMdroid November 2019
• Future Portfolio Slicer update ?

  117 views 1 comment 0 points Most recent by VidasMatelis September 2019
• Possible To Add Power BI Later?

  39 views 1 comment 0 points Most recent by VidasMatelis August 2019
• moving to a MAC

  86 views 5 comments 0 points Most recent by qosmioamit June 2019
• Help with Alcoa name change, reverse split, spin out of company with same name/symbol. 😲

  233 views 6 comments 0 points Most recent by GollyJer May 2019
• How to Display YTD Realized Capital Gain?

  71 views 2 comments 0 points Most recent by wdding May 2019