Investment Account Charts and Dashboards for historical performance (edited)

markcp Unconfirmed, Member
edited February 2022 in Feature Requests
I would like to see charts and dashboards for the historical performance of my investment accounts.  Seems like you have all of the data to do this.  Something like [removed] or [removed], they both provide this trending.
3 votes

Completed · Last Updated

This information is now available with the Investing Balance Over Time feature!


  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello All,

    Great news -- the Investing Balance Over Time feature will allow you to see the historical performance of your investment accounts in Simplifi! More details on this feature can be found in our Support Article here

    Please let us know if there are any questions! :smile:

    -Coach Natalie
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