Show Posts

This section allows you to view all posts made by this member. Note that you can only see posts made in areas you currently have access to.


Topics - TopDog

Pages: [1]
1
General Discussion / QuoteMedia prices for Cryptocurrency
« on: May 18, 2021, 05:17:39 PM »
The release notes for version 3.2.4 says:

added daily and historical QuoteMedia pricing for Bitcoin / Cryptocurrency

How does one go about adding Bitcoin (BTC) to the Current Asset Library?  I assume that would be the first step in getting daily prices.

Should there be a Cryptocurrency Security Type?  I've tried Other Investment, but that doesn't seem to be correct.

Thank you.

2
I inherited an account that had a step up basis date of 8/20/19.  I received the account transfer on 5/19/20.  I went through the process of transferring in each lot and was able to get the transactions transferred in on 5/19/20 with a cost basis date of 8/20/19.   :) :)

I have since discovered that there were some lots that were added into the account after 8/20/19 due to dividend reinvestment that I added with a cost basis of the date of the original transaction when I think they should have been transferred with a cost basis of the transfer date (5/19/20).

Example: In inherited account: 9/4/19 - 37.187 shares of F acquired.  Transferred to the new account on 5/19/20, with a cost basis date of 9/4/19.

I would like to figure out how to change the cost basis date of this transaction from 9/14/29 to 5/19/20 since it was acquired after the 8/19/20 step up basis date.

Any ideas?  Thanks as always for your help.

3
General Discussion / Finding all "mis-priced" historical securities
« on: June 03, 2018, 04:34:48 PM »
Is there an easy way to find all securities in the historical Asset Library that have a price of $1.00 which indicates there likely is an historical price that is missing?

I have data going back over 30 years and it is a bit tedious going month by month.

Pages: [1]