TD Ameritrade Investments not showing correctly

There is a bug in the report. The TDAmeritrade Shares are not showing correct purchase price, market price and net gain or loss. It is showing data based on market opening and closing balances and not based on Purchase price . So the net gain or loss amount is wrong

Comments

  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    @Cincinnati-Boy I'm sorry you're not getting the data you're looking for in your TDAmeritrade account. There are some limitations on the information Simplifi can download from investment accounts. I'll check to see if that affects this account and post the answer here.

  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    @Cincinnati-Boy I'm still researching how Simplifi retrieves and displays information from brokerage accounts. You can click the "Star" icon at the upper right of this topic to "follow" it and make sure you're notified when we have additional information. We are are working on a full-featured investment module that we hope to release soon. I'll let you know here when it's available.

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