Changes to Investments

lwyman

I appreciate that you are trying to improve the functionality of the site, but I hate it when it takes away functionality that was there prior to the upgrade. In Simplifi, there is no way to just download a list of your investment holdings. Since the site was so bad at anything related to investments, I could at least previously screen scrape the investment page that listed the individual holdings and copy that data into a spreadsheet for my own analysis. Because there are now clever little boxes and pretty little symbols embedded in the data, a screen scrape is no longer possible. Why not allow for a simple download of holdings?

Coach Jon

Hello @lwyman,

Thanks for the feedback! At this time it is not currently possible to export holdings data from Quicken Simplifi, but you may create an idea post requesting the ability! This would allow other users to vote on this idea!

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

Thanks,

Coach Jon