Coinbase Account Holdings Not Accurate
Recent update to sync with Coinbase results in holdings that are not accurate or valued correctly.
The symbols and shares seem correct for some, but values are way off and names seem incorrect.
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No more code 324! THAT WAS FAST! Although, after adding only two of my coins I get "You have already added all your accounts at this bank." I have 21 more coins to add.
Simplifi displays the total balance at Coinbase for all coins for the first coin I added. I have 23 different coins and my entire balance at Coinbase is shows for the ACS (Access) coin alone.
How do I add each coin with the correct balance for each?
Quicken for Windows user since 1994 (After MYM for DOS)
Simplifi by Quicken since 20230 -
I see the difference now. The old authentication method created an account for each coin where this new authentication method creates one account with all the coins embedded.
That said, I deleted all of the manual accounts and created a new "Coinbase" account for all of the coins in a single account.
Quicken for Windows user since 1994 (After MYM for DOS)
Simplifi by Quicken since 20231 -
@whyme, thanks for creating this separate thread!
Can you try what @RiversideKid posted here to see if that works for you as well:
If it doesn't, we will need more details from you, such as screenshots of the Portfolio View in Quicken Simplifi compared to the Holdings on the bank's website, as well as the Accounts List balance and Market Value for the account in Quicken Simplifi.
Let us know how it goes!
-Coach Natalie
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I had already deleted all my old individual accounts. @RiversideKid hasn't made mention if his account values are accurate within the portfolio view. I suspect everyone's is wrong.
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I messaged your support to upload images of the issue with asset estimation. Seems symbols and shares are mostly accurate but values and names of assets are all wrong.
For some reason asking for Simplifi support the support teams always act like Simplifi is working fine when it's not for users.
I have had so many issues with basic syncing with so many different banks and rather than make it easy to report, there's always resistance. You got to make it easier to report problems and stop claiming things should be working just fine.
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My values are off as well. For example, I have one coin (AMP) where I received only $3.00 worth in 2021 by answering a few questions. Today my coin is worth $0.16. Not enough to pay a transfer fee nor a convert fee.
Simplifi on the other hand values that $0.16 at $18,953.09.
So the balance are WAY off on each coin, but the Simplifi account balance does equal the value of the Coinbase account in total and it's way less than 18K so it's not adding up the individual coins either.
Quicken for Windows user since 1994 (After MYM for DOS)
Simplifi by Quicken since 20232 -
@whyme & @RiversideKid, we're going to need some specific data from you to take the holdings issue to our team:
- The name of the account, as it appears in Quicken Simplifi.
- The balance for the account in the Accounts List in Quicken Simplifi (this is the list of all accounts and balances on the left side of the Dashboard on the Quicken Simplifi Web App, or the list of all of your accounts when you select "Accounts" from the Quicken Simplifi Mobile App).
- The balance for the account in the Investments Portfolio in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
- The balance for the account as displayed on the bank's website.
- A screenshot of the holdings for the account in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
- A screenshot of the holdings on the bank's website for a comparison.
- A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.
Please also submit your logs via the 'Send Feedback' option:
- Log into the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
We appreciate it!
-Coach Natalie
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Yeah, AMP for me is worth $213,000, same issue.
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How do you want us to give you that information so it's not public. I already sent screenshots to your support on messaging.
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The "Send Feedback" only has one way to include a screenshot that I can find. How do I attach a screenshot from the Coinbase website?
Quicken for Windows user since 1994 (After MYM for DOS)
Simplifi by Quicken since 20230 -
@whyme, you can send it to me via DM here in the Community. I'm sorry Chat Support was resistant to what you were showing them.
@RiversideKid, the logs are separate from the list of data points that need to be sent. The screenshot in 'Send Feedback' would be a screenshot of Quicken Simplifi. You can also DM the requested data points to me for privacy.
Thank you!
-Coach Natalie
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The problem is that some of the "holdings" are returning information for a STOCK option with the same ticker. I have attached 3 screenshots. One is from Simplifi showing my COINBASE HOLDINGS FOR "ABT", another is from COINBASE showing my holdings for "ABT", and another is from ROBINHOOD showing the value of "ABT" on the stock market.
You may notice that in the stock world, ABT is for Abbott Laboratories, and in the crypto world, ABT is for Arcblock.
When the mapping for the holdings is being processed, they are accidently attaching them to STOCK OPTIONS not CRYPTOCURRENCY OPTIONS.
I have checked others that are misleading, and the problem is the same.
Hope this helps!
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@whyme, I reviewed the info you sent via DM, and number 7 is missing —
- A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.
Also, is the holdings page in Quicken Simplifi cut off, or does it include all of the holdings? It's hard to tell from the screenshot. Same with the screenshot of the holdings from the bank's website. If the lists are incomplete, please send additional screenshots to capture everything so we have a full comparison.
Otherwise, can you confirm if the AMP holding is the only one that's incorrect? If so, what should the holding be? I can't tell from your screenshot of the holdings on the bank's website.
Thanks!
-Coach Natalie
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@RiversideKid, it looks like most of the requested data is missing from your DM. We need this info to be sent to us separately from the 'Send Feedback' —
- The name of the account, as it appears in Quicken Simplifi.
- The balance for the account in the Accounts List in Quicken Simplifi (this is the list of all accounts and balances on the left side of the Dashboard on the Quicken Simplifi Web App, or the list of all of your accounts when you select "Accounts" from the Quicken Simplifi Mobile App).
- The balance for the account in the Investments Portfolio in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
- The balance for the account as displayed on the bank's website.
- A screenshot of the holdings for the account in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
- A screenshot of the holdings on the bank's website for a comparison.
- A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.
Thank you!
-Coach Natalie
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@B_H, I went ahead and merged your post here!
Can you please also provide the info that was outlined above? We would like to get this issue escalated, but need all of the required data to do so.
Much appreciated!
-Coach Natalie
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I DMed full screenshots just now.
All of the cypto symbols have the wrong cryptocurrency name and values. Not just AMP. AMP is the most valuable one.1 -
Oh the problem is you guys are using the stock ticker names and share values for cryptocurrencies. You are not using a database of cryptocurrency names and values.
AMP is a stock symbol and a cryptocurrency. You are reporting values for stock symbols.
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Also, sync errors are back. The connection is not holding.
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@whyme, go ahead and reconnect. If the account continues to become disconnected, please create a separate post to report the separate issue.
I will send the ticket number for the escalation once filed.
Thanks!
-Coach Natalie
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I have reconnected. And the error doesn't clear.
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@whyme, thank you for the full list of holdings, as well as the clarification on which ones are incorrect. We still need the Account Summary page from the bank's website, please —
- A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.
I look forward to receiving this from you! Once I have it, I will be able to get that escalation ticket filed.
-Coach Natalie
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What I sent is how Coinbase shows it's account summary. I included all my holdings. What you are asking for doesn't exist like that in their system.
All the holding names and values are incorrect in Simplifi.
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@whyme, so, when you sign into Coinbase's website, the 'My Assets' page that you sent is the landing page? I saw a "Home" option in the navigation menu so I assumed that that may have been the landing page. But if the info you sent is what you see when you first sign in, then it should definitely work!
Let me know!
-Coach Natalie
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Home doesn't show your assets. It shows you your balance and a watchlist and market news. You have to go to my assets to see your assets and shares.
Simplifi was downloading the correct tickers and share values, however they are using the wrong database to track values and names of cryptocurrenct. Simplifi needs to link to the correct value database.
Also, the syncing does not hold and reconnect errors are still happening.
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@whyme, the Account Summary page needs to be the landing page after signing in; it does not need to contain holdings data. It needs to contain the full URL in the URL bar at the top so we can see the page/URL you land on when you first sign in.
I hope this clears up the confusion!
-Coach Natalie
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I sent it.
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While I was waiting for Simplifi to get Coinbase working, I manually entered my crypto holdings via Simplifi's Investments interface. There appear to ticker symbols that are tethered to the price of cryptocurrencies, like BTC → BTCUSDT and ETH → ETHUSDT.
So Simplifi's system should be using those particluar symbols instead of just using the crypto symbol as is.
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@whyme, thank you!
The ticket number for the escalation I filed is CTP-12965. We will likely get an Alert up that you can follow for updates, but as of right now, I will post back here with updates or if we need more info from you.
@NickM, thanks for letting us know you are also seeing incorrect holdings with Coinbase! Please provide the following data so we can get you added to the ticket:
- The name of the account, as it appears in Quicken Simplifi.
- The balance for the account in the Accounts List in Quicken Simplifi (this is the list of all accounts and balances on the left side of the Dashboard on the Quicken Simplifi Web App, or the list of all of your accounts when you select "Accounts" from the Quicken Simplifi Mobile App).
- The balance for the account in the Investments Portfolio in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
- The balance for the account as displayed on the bank's website.
- A screenshot of the holdings for the account in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
- A screenshot of the holdings on the bank's website for a comparison.
- A description of what specific holdings are incorrect in Quicken Simplifi.
- A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.
Please also submit your logs via the 'Send Feedback' option:
- Log into the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
-Coach Natalie
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Coach Natalie, Most of my data was in the Send Feedback. I only sent you the screenshots from Coinbase that would not send with the Feedback. I would have quoted the feedback number but I did not get a copy of that. Is there a way that I can look up the reference number so you can put the two together?
Quicken for Windows user since 1994 (After MYM for DOS)
Simplifi by Quicken since 20230 -
@RiversideKid, thanks for clarifying!
We don't open your feedback or logs from the Care Team side of things; we just download and attach the logs to the escalation ticket. For us to be able to escalate something, though, we will need you to provide the required data to us, and then we will look over everything to make sure we can outline and prove the issue to our product or engineering team in the ticket. I'm not aware of a way for you to recover what was submitted via Send Feedback prior, however, you can re-gather the data and send it via DM to me here in the Community. We would love to get an additional example added to the ticket!
I hope this helps clear things up!
-Coach Natalie
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