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Freddy Fudpucker said:
That applies to so many products etc anymore....you made a good thing, upper brass says, make it better, we need to please the shareholders, something has to be done to make the brass happy, so look what we did....wow, superb...in the meantime the user experience suffers...."I just want it to do this simply"...who cares , it can do backflips!
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As a final kiss of death, it may be subscription only now. I don't mind paying for subscriptions on some things (mainly business related) but I'm not paying close to $100 a year for software that is by all measures worse than the one they sold a decade ago for $60 with a perpetual license.

I use quick books for business. Conceivably I could use it for personal too but I keep business and personal physically separate to simplify life. I suspect (but haven't looked in detail) that quickbooks will suck at investment tracking as that isn't its primary focus.
 
GreyGhost said:
As a final kiss of death, it may be subscription only now. I don't mind paying for subscriptions on some things (mainly business related) but I'm not paying close to $100 a year for software that is by all measures worse than the one they sold a decade ago for $60 with a perpetual license.

I use quick books for business. Conceivably I could use it for personal too but I keep business and personal physically separate to simplify life. I suspect (but haven't looked in detail) that quickbooks will suck at investment tracking as that isn't its primary focus.
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For my small business I use Wave. Its free cloud accounting software used worldwide. and based in Toronto. It's very good considering its free. There are upgrades and professional support you can buy but I still haven't paid them a cent and marvel at how they have survived with their business model. Back in 2013 I discovered it through the Google Apps store although I don't think they have that Google connection anymore. Even my tax guy (who can just log in to my books and do stuff from his home) likes it and has recommended it to some of his clients. I initially tried QuickBooks but Wave was easier to use. Its not perfect but I do like it.
 
I use QuickBooks for my business as well cost about 7 g a year now getting kind of expensive but is about the best and only thing out there.

Sent from my Pixel 5 using Tapatalk
 
Scuba Steve said:
I use QuickBooks for my business as well cost about 7 g a year now getting kind of expensive but is about the best and only thing out there.

Sent from my Pixel 5 using Tapatalk
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Holy crap. Thankfully I only need one seat so I am <$500 every three years or so. Like with Quicken, I can probably get away with a copy decades old but the accountant understandably wants a recent version.
 
Finally got back to investment peak reached late november 2021. Dropped over 10% before recovering. Up about 6% since Gary pulled out (just tracking for interest, I think he is right and there will be a big pullback, the question is always when).
 
STARSHIP said:
My pet peeve with Questrade and Investors Edge is the lack of current Dividend earnings summary. As it only shows up in the monthly report and does not show a summary MTD/YTD by investment.
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Actually it does provide that if you are using Edge Web. Go to Reports, select Account Activity, and you can deselect all except Dividends and choose a custom date range.
 
Freddy Fudpucker said:
Actually it does provide that if you are using Edge Web. Go to Reports, select Account Activity, and you can deselect all except Dividends and choose a custom date range.
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Maybe it's just my inexperience...but I find the QT summary page very confusing and not overly clear. I haven't spent all that much time in it though, so it could just be a matter of getting the hang of it.
 
mimico_polak said:
Maybe it's just my inexperience...but I find the QT summary page very confusing and not overly clear. I haven't spent all that much time in it though, so it could just be a matter of getting the hang of it.
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Agreed, its not that great...but way better than when they started out....they were atrocious at everything.
 
mimico_polak said:
Maybe it's just my inexperience...but I find the QT summary page very confusing and not overly clear. I haven't spent all that much time in it though, so it could just be a matter of getting the hang of it.
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if you do not have it, take a look at Passiv, free to QT customers and allows you to balance and get instant reporting.
You link your QT account and you can then set it up to Automatically balance and automatically order (did not use this option)


passiv.com

Passiv

Passiv makes it easy for you to manage your portfolio so that you can save more for retirement and spend more of your time enjoying life.
passiv.com passiv.com
 
Freddy Fudpucker said:
What's everyone's view on investing in Canadian energy stocks at this time?
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I know nothing about energy stocks or fuel pricing...BUT...if (big if) Russian oil is blocked all over the world...new supplies are going to have to fill that void.

Could be Canadian oil to fill that void. But I don't know enough. All the guys I know from AB hate on the federal gov't because they think no other oil should be allowed to be sold within Canadian borders.
 
Scuba Steve said:
Personally I feel energy stocks are at a high point and will likely come down.

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I can see that. We had that massive run up when the war started and oil peaked...and I think it's settled down a bit now.
 
I am trying to open a self-directed TFSA account with Questrade but after answering the mandatory questionnaire, it provides me with a portfolio of holdings (bond funds, ETFs etc) and an ACCEPT button. Not exactly what I would call self directed. I wanted to hand choose what investments (stocks, mostly) go into this TFSA. Should I be looking elsewhere for the TFSA? I wanted to use QT since I already have a margin account with them.
My bank is BMO, maybe I should go there?
 
Freddy Fudpucker said:
I am trying to open a self-directed TFSA account with Questrade but after answering the mandatory questionnaire, it provides me with a portfolio of holdings (bond funds, ETFs etc) and an ACCEPT button. Not exactly what I would call self directed. I wanted to hand choose what investments (stocks, mostly) go into this TFSA. Should I be looking elsewhere for the TFSA? I wanted to use QT since I already have a margin account with them.
My bank is BMO, maybe I should go there?
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I have had zero issues opening a TFSA with QT and it’s 100% self directed. I opened it a while back so can’t recall the details but it was super simple.
 
Thanks MP......I opted to go with BMO, I already had a BMO InvestorLine account that I wasn't making use of, and having one was required, plus I found a cashback promo code which appears to be good for 250 bucks in my pocket payable at the end of the year.
 
Have an Investorline account for my RRSP, the charges are huge and the interface is beyond terrible. Have a TFSA with Interactive Brokers and really like them.
 
Netflix lost subscribers for the first time in a decade. Down 200k. Stock dropped 25% in after hours trading. I don't own any directly, just part of indexes.
 
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