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We need more graphs/widgets (edited)

TGP

We need more graphs/widgets to track most importantly investments and also income/spending/watch list etc. Also, To be able to add my own widgets to my dashboard.

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Completed

Feature Request

Dashboard

Status: Completed

Comments

Coach Tappan

@TGP Welcome to Simplifi! Interesting suggestion. What sort of widgets are you most interested in? I know that we're still working on the Investments module, in part because a lot of investment institutions normally offer only 2-way direct connections, which Simplifi doesn't current support. How would you like data displayed?

TGP

I think pie / circle graph is nice to have. And yes mostly for the investments side. Gain/Losses/Holdings, etc.!

Coach Tappan

Thanks for the suggestion! We will pass it on to our support team. We appreciate your interest in Simplifi!

TGP

Can you please add graphs for investments and also add investments to Insights tab?

Coach Paco

@TGP We are currently improving our investment portion of SImplifi during our beta so we should see some more features coming for investments. I'll submit your suggestion as well!

TGP

Thank you!

Coach Natalie

Hello @TGP,

With all of the changes that have taken place in Simplifi over the years, and with Investments specifically, would you consider this Idea implemented? If not, please provide more details as to what specifically you're looking for and how it differs from what's currently offered in Simplifi.

Much appreciated!

-Coach Natalie