General

Discussion List

• external quotes

  39 views 3 comments 0 points Most recent by VidasMatelis October 2020
• Report that can filter holdings by Security

  42 views 5 comments 0 points Most recent by gsbaker September 2020
• Transaction Entry to Cover BEP-UN Reorganization

  70 views 6 comments 0 points Most recent by VidasMatelis September 2020
• Question

  37 views 1 comment 0 points Most recent by VidasMatelis September 2020
• Error message

  33 views 2 comments 0 points Most recent by rmweiss12 June 2020
• Dividend reinvestments

  52 views 4 comments 0 points Most recent by rmweiss12 May 2020
• HSBC dividend

  40 views 1 comment 0 points Most recent by VidasMatelis May 2020
• Short and Long Term Capital Gains Distribution

  38 views 3 comments 0 points Most recent by VidasMatelis May 2020
• Tracking a Short Stock Trade

  1K views 20 comments 0 points Most recent by VidasMatelis April 2020
• Transaction type for BIPC spin-off from BIP

  90 views 5 comments 0 points Most recent by VidasMatelis April 2020
• Accounting for Forex Transactions

  37 views 1 comment 0 points Most recent by VidasMatelis April 2020
• Any update coming soon ?

  136 views 3 comments 0 points Most recent by VidasMatelis March 2020
• Capital Gain - FX issue

  53 views 4 comments 0 points Most recent by VidasMatelis March 2020
• Search not working

  26 views 2 comments 0 points Most recent by VidasMatelis March 2020
• Do not apply latest Excel/Office updates in you are still using Excel 2010

  43 views 1 comment 0 points Most recent by VidasMatelis March 2020