General

Discussion List

• USD and CAD in Same Account

  50 views 8 comments 0 points Most recent by emptyquarter July 2021
• I keep getting Minimum Date errors and failed updates

  23 views 1 comment 0 points Most recent by VidasMatelis July 2021
• Error with UpdatePSData batch file

  74 views 2 comments 0 points Most recent by ivanm July 2021
• How to record transactions from EUR account to USD account

  44 views 1 comment 0 points Most recent by VidasMatelis May 2021
• Total Value + Dividends?

  46 views 1 comment 0 points Most recent by VidasMatelis April 2021
• Running UpdatePSData from a server location

  55 views 3 comments 0 points Most recent by Trenzalore March 2021
• Profit, capital gain, dividend without exchange rate impact

  49 views 3 comments 0 points Most recent by VidasMatelis March 2021
• tracking loan interest payment?

  31 views 3 comments 0 points Most recent by VidasMatelis March 2021
• Google Sheets

  58 views 1 comment 0 points Most recent by VidasMatelis March 2021
• Proper Drip Transaction

  46 views 8 comments 0 points Most recent by zzricezz March 2021
• How to track "Asset allocation EFT" (ex: VGRO, VEQT, etc.)

  222 views 9 comments 0 points Most recent by qosmioamit February 2021
• Portfolio Slicer v3.0.0 (beta) is now available for testing

  132 views 8 comments 0 points Most recent by VidasMatelis February 2021
• Recommendations for Research Organization

  46 views 3 comments 0 points Most recent by jamesr3 February 2021
• SymbolTransferIn Reported As Deposit

  37 views 2 comments 0 points Most recent by Trenzalore January 2021
• How to input different allocation targets for each account?

  37 views 2 comments 0 points Most recent by fbleitao January 2021