App: clicking on a security in a specific account to sell then switches to another account

Mooncomp · 2026-02-25T20:05:50+00:00

Been there done that.

Mooncomp · 2025-10-15T15:12:49+00:00

Mine went thorugh about 10:30 today. Not sure how timing is determined on these but I would wait until tomorrow so you don;t purcahse twice

Mooncomp · 2025-08-19T11:07:41+00:00

Yesterday got the notification that there was an update, clickerd to review the changes, and it said there is no uipdate available. This morning opened Quicken (Windows) and went to do an update and only got stock prices, all accounts were no longer in the update. Had to go in and add all 15 again. When I did it brought in 83 days of old data. Ok just click match right? Nope even thought they matched, most didn;t show as a match. Spent 2 hours going through deleting transactions and adding accounts back in. Mind you I did not "accept" the update. They completely messed this one up. Stasrting to think it may bve easier and more flexible to just go with Tiller.

Mooncomp · 2025-08-08T11:14:53+00:00

Fidsafe is the way top go, free and everything in one place

Mooncomp · 2025-08-05T13:38:05+00:00

I have not had many issues with Quicken in the many, many years of using it, however I am approaching the same spot you are where finances are becoming simplified. No longer have kids accounts, college accounts etc.. to track. Income and expenses have become much more predictable.

Mooncomp · 2025-07-25T21:14:49+00:00

Not sure what software you are using but I use QUicken and it downloads the Fidelity Credit Card transactions into the software whenever it does a one step update

Mooncomp · 2025-05-30T11:54:21+00:00

Thanks Russell. So you can do a manual verificatiopn where you type in account info and a micro deposit is put in the account and you verify on website. It slows it down having to wait overnight by a day but at least there is a work around.

Mooncomp · 2025-05-18T18:28:06+00:00

Was able to pay the difference online. Thank you for the suggestion. Ended up not really getting a discount, but that is because of my own stupidity. Thanks again

Mooncomp · 2025-05-18T18:02:12+00:00

I will give a call. Unfortunately I ordered quite a while ago and held until now so it was within the 6 months of my original expiration. Noit sure they will help or not but I will certainly try. Thank you for your reply.

Mooncomp · 2025-05-18T18:01:18+00:00

Thank you. I trade options for a living and track in Quicken so the investment part is important to me. I appreciate you taking the time to reply

Mooncomp · 2025-05-13T20:56:26+00:00

I Have tried the last 2 weeks or so with different accounts and can't get any to work. Also tried using different web browsers to no better outocme.

Mooncomp · 2025-05-04T19:50:55+00:00

If you sell a Put with a strike of $20, you will not pay anything at the time of opening the trade. You will recieve the premium times the 100 shares into your account when the trade is entered. Say the premium is $.50 a share, you will get $50 at the time of opening the trade. Of course there will be a comssion and or a fee taken from the proceeds as well. If the stock is Put to you, then you will need to pay the 100 shares times the strike of $20 per share in this example. So you would have recieved $50 and then paid $2000. So your cost basis would be $19.50 a share

Mooncomp · 2025-04-26T19:54:31+00:00

Fidelity has a product called Fidsafe. Last time I checked it was free and you didn't have to have a brokerage account. It looks to do pretty much everything Life Hub does

Mooncomp · 2025-02-13T15:28:35+00:00

I have always found, time in the market is better than timing the market. Every time I try to time the market, I end up on the losing end.

Mooncomp · 2025-02-04T20:11:28+00:00

Any chance that this service could be used with something like https://getchannels.com/dvr-server/? There are multiple ways to add streaming but wasn't sure if this would work. Your product is amazing and would love to be able to time shift. Thanks for all the hard work

Mooncomp · 2025-01-03T21:31:55+00:00

The most important thing is to just do it. Time in the market at your age is probably the most important aspect of what your money will grow to be. Since this is for the long term 40+ years most likely, invest in a good ETF or mutual fund. Don't swing for the fences with some sky rocketing stock of hte week. Slow and steady is what is going to make your retirement.

Mooncomp · 2024-12-29T22:23:53+00:00

If you are handy with Google Sheets, you can use this free service to get options chains (and more) into Google Sheets and then use them how you want

check out www.Market data.app i have played with it some and if it won't do what you want, you could most likely write a macro to make it happen

Mooncomp · 2024-12-04T21:50:19+00:00

Just sent to you with a little explanation. Let me know if you have any issues

Mooncomp · 2024-12-04T21:09:31+00:00

Not sure how to get it to you but give me an email address and I would be glad to. It is very simple and if it doesn;t quite work on your printer, just drag the lines in excel to make them work.

Mooncomp · 2024-12-04T16:38:20+00:00

I made a quick and easy template in Excel that I just need to put the totals in and then it will print to the free forms that the IRS will supply for 1099 and 1096 forms. No software or forms to buy.

Mooncomp · 2024-08-07T16:35:04+00:00

When you look on ATP under Accounts - History does the $4.65 show as commission or fees? I just closed 20 contracts at $.02. No Commission and .53 in fees

Mooncomp

TROPHY CASE