Robinhood Brokerage Breakdown

Options
rmquick25
rmquick25 Member ✭
edited June 17 in Feedback

I would like to request that Robinhood Brokerage accounts show the split of crypto, stocks and cash separately so I can track a savings goal against the cash in Robinhood and exclude the stock.

IMG_3014.jpeg

If I click on Robinhood investments it shows the market value of the stocks, so the information is already there. It just needs to be properly displayed on the accounts page with a separate line for cash.

IMG_3015.jpeg
Tagged:

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @rmquick25, thanks for posting this issue to the Community!

    Having worked with you prior on the bogus CMA account that gets added through the Robinhood API, I'm a little confused about this post. To clarify, we don't have any control over how the bank sends in the accounts. The issue with the bogus CMA account is that it included cash; however, the Investment Account that gets added also includes cash in the Accounts List balance, causing an incorrect net worth. The solution for that is to manually remove the CMA account while our engineering team works with our service provider and Robinhood to remove that account from the API entirely.

    With that, the remaining issue in Quicken Simplifi is that although the Accounts List balance for the Investment Account is correct in that it includes cash, going to the Portfolio View for that account does not show a cash holding, and therefore has an incorrect Market Value. This is what I can escalate for — would having a cash holding in the Portfolio View resolve your situation?

    Let us know!

    -Coach Natalie

Categories