Investments

Discussion List

• 
  ZEC symbol pulls incorrect price

  dshap84 13 views 1 comment 0 points Most recent by SRC54 September 7
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  Robinhood - BTC / ETH investment tracking referencing Grayscale ETF prices (edited)

  theotherjay 685 views 36 comments 2 points Most recent by Snipes September 2
• 
  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 351 views 26 comments 0 points Most recent by lwyman July 15
• 
  Download investment transactions via CSV to personal computer (edited)

  Closed neon45 52 views 2 comments 0 points Most recent by neon45 July 14
• 
  How to enter a buy transaction CUSIP for Tbill

  Answered ✓ Closed RobI 85 views 4 comments 0 points Most recent by RobI July 14
• 
  How to track loans out to family or friends? (edited)

  Answered ✓ Closed FrameAndFinance 131 views 3 comments 0 points Most recent by FrameAndFinance June 29
• 
  Toronto Stock Exchange Symbols Not Working

  donnajean 212 views 16 comments 0 points Most recent by Coach Jon June 1
• 
  Capital Gains, Losses and Tax Reporting

  Closed Mortimer Duke 51 views 2 comments 0 points Most recent by Mortimer Duke May 7
• 
  Added purchases in investment account, but there are no holdings present (edited)

  Closed lynchbro 72 views 5 comments 0 points Most recent by Coach Natalie May 4
• 
  SPLG holdings incorrectly labeled.

  Closed Karim Benbourenane 201 views 14 comments 0 points Most recent by Coach Natalie May 1
• 
  Unable to find WBREOX in the holdings list (edited)

  Closed jmqn7 61 views 3 comments 0 points Most recent by Coach Jon April 17
• 
  Simplifi | Investment | Transaction Category & Reports

  Closed Thor 208 views 12 comments 0 points Most recent by RobI April 2
• 
  Cannot get investment Performance to show anything

  Closed jbaker5400 31 views 2 comments 0 points Most recent by jbaker5400 March 7
• 
  new investing action suggestions (edited)

  Closed Hornet439 21 views 2 comments 0 points Most recent by neon45 March 5
• 
  Baird Account Missing Holdings (edited)

  Closed disc2120 113 views 14 comments 0 points Most recent by Coach Natalie February 20
• 
  Investment Report Request: Heat Map

  Closed bsmorovitz 31 views 1 comment 1 point Most recent by Coach Jon February 19
• 
  Temporary Double Counting of Investment Transfer Between Accounts

  Closed nrp06 225 views 18 comments 0 points Most recent by DryHeat February 10
• 
  How to manually add monthly investment balances?

  Answered ✓ Closed DSJ 184 views 5 comments 0 points Most recent by SRC54 February 6
• 
  Why is investment income excluded from reports? (edited)

  Answered ✓ Closed tmucsu 146 views 2 comments 0 points Most recent by tmucsu January 26
• 
  What categories would we use for investment transactions, dividends, outflows, fees?

  Closed GJN 31 views 1 comment 0 points Most recent by SRC54 December 2025
• 
  Manually updating TSP Investments with number of shares/cost each payperiod

  Closed grahamtj01 87 views 2 comments 0 points Most recent by Coach Kristina December 2025
• 
  Investment Transaction Duplications (edited)

  Closed neon45 2K views 117 comments 0 points Most recent by neon45 December 2025
• 
  HealthEquity Saga side effects - manually updating transactions doesn't update value [Edited]

  Closed nrp06 31 views 3 comments 0 points Most recent by Coach Jon November 2025
• 
  How to find total cost for investment page?

  Closed bccoleman 52 views 1 comment 0 points Most recent by DannyB October 2025
• 
  $275k fictitious loss on NVIDIA today

  Closed hjanum 51 views 3 comments 0 points Most recent by Coach Jon September 2025
• 
  Investment transactions don't appear in Transaction Activity for Net Worth

  Closed DryHeat 41 views 3 comments 0 points Most recent by SRC54 September 2025
• 
  Updating Manual Investment Account Balances (edited)

  Answered ✓ Closed Dick_Davis 103 views 2 comments 0 points Most recent by Dick_Davis September 2025
• 
  Investment Detail - Payment/Deposit Process

  Answered ✓ Closed Mark H. 86 views 3 comments 0 points Most recent by SRC54 August 2025
• 
  Investment feature request: to allow for the investment portfolio page (holdings) be exported to csv

  Closed nrp06 1 view 1 comment 0 points Most recent by Coach Kristina August 2025
• 
  "Type/Action" field is missing when viewing Investment transactions in Reports on Mobile (edited)

  Closed simplira 131 views 11 comments 0 points Most recent by Coach Jon August 2025