General

Discussion List

• How to record transactions from EUR account to USD account

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

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

  49 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?

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

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

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

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

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

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

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

  36 views 2 comments 0 points Most recent by fbleitao January 2021
• Running on Mac under Parallels or similar

  25 views 3 comments 0 points Most recent by dharma January 2021
• Tracking TFSA contributions

  39 views 2 comments 0 points Most recent by hheyermans December 2020
• Yearly Capital Gain Discrepancy

  25 views 2 comments 0 points Most recent by PeterO December 2020