Incorrect balance for Robinhood investment account

Far Member
edited December 2022 in Investments
The robinhood account shows the balance for equity investments only and includes the margin. Options are not reflected into the balance.  What needed is to include the options and deduct the margin from the final balance. 


  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @Far,

    Thank you for reporting this behavior to the Community, although I'm sorry to hear that you're seeing an issue with the balance of your Robinhood account in Simplifi.

    To clarify, is the account in question connected to the bank, or are you manually tracking it in Simplifi? If the former, the balance displayed for the account in the Accounts List (left-hand bar that lists all of your accounts) is provided by the bank, however, the Portfolio Value displayed in the Investments section is made up of all of the holdings contained within the Portfolio using the current market value; more details on this can be found here

    With that said, which of these balances are you seeing an issue with? Please let us know so we can best assist!

    -Coach Natalie
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