I would like to see “Balance end of MONTH”line items at the bottom of the “Investments” option display similar to the way you can see them on the “Savings” report.
@okc resident, thanks for posting your suggestion to the community!
This has been moved out of Feature Requests for now so we can gain a clearer understanding of what you're looking for and do some educating. The reason we need clarity is that there are several Investment sections: Portfolio, Balances, Performance, and Transactions. Where exactly would you like to see an end-of-month balance option added? If in the Portfolio, would this be a line for each holding in the grid, or what specifically did you have in mind?
Additionally, it looks like the Investments Balances tab may offer something along the lines of what you're requesting. If you hover over the graph, you will see a tooltip that shows the balance for any given day, including the last day of the month.
Does something like this meet your needs? Let us know!
Hi Coach Natalie,
I would like to see this at the bottom of the "Balance" section.
I understand I can hover my mouse over the graph, but this does not allow me to easily view the EOM balances at quick glance. It's not a big deal, but I guess I am a bit spoiled by the ability to see this same representation at the bottom of the "Savings" report as shown below.
I'm also good with having a new "Investments" report that would accomplish the same thing as the "Savings" report. The "Reports" option doesn't seem to have any Investment reporting as of yet.
Thanks!
@okc resident, thanks for clarifying!
I have turned this back into an Idea post requesting "balance at end of month” line items for Investments Balances specifically.
