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Is there a way to edit the lots involved in a Sell/Trade
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1
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78
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May 14, 2025
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Number of decimal places for fractional purchase of shares
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1
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85
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May 9, 2025
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Transfer stock portfolio
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1
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86
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May 8, 2025
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Nuevo instrumento
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5
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107
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May 7, 2025
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Company has spun-off a division into a separate company
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8
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495
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April 27, 2025
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How to record a “Return of Capital” from a share
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15
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2489
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April 27, 2025
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Merging of stocks
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11
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662
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April 27, 2025
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Index Fund Transfers
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4
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110
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March 13, 2025
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Recording dividends
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0
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133
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February 27, 2025
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Convert deposit into transfer
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1
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66
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February 27, 2025
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Average price calculation problem
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3
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125
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February 24, 2025
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How to track crypto trades like BTC/LTC transaction
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5
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746
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January 21, 2025
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Cryptocurrency swaps
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1
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492
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December 3, 2024
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Currency gains GBP
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1
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77
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January 1, 2025
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Wrong average cost?
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4
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101
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December 23, 2024
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Adding fees to a security transfer
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3
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1213
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December 21, 2024
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Short positions in Portfolio Performance
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6
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1332
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December 14, 2024
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How to record tax refund on dividend
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2
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130
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November 7, 2024
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Share price in original currency of assets in transaction list
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0
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59
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November 3, 2024
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Enter tax or fee as % of the amount
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4
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117
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October 20, 2024
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How to add securities when you don't know the buying date?
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1
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110
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October 13, 2024
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How to log dividends when having two currency cash accounts for the same securities account
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2
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71
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October 9, 2024
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Weekly investment plans
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10
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234
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October 5, 2024
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Scrip dividend and preemptive rights
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3
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184
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September 16, 2024
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Price average of stocks in different currency
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1
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89
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September 14, 2024
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How to handle bank rounding currency value?
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2
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85
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September 11, 2024
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Transaction date vs. settlement date
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1
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139
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September 11, 2024
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Entering a reason for taking the position
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1
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86
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September 1, 2024
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Securities in pGBP
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1
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64
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August 27, 2024
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Investment plan with whole shares
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4
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132
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August 23, 2024
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