Show Cash Balances separately in Portfolio and Balances sections of Investments (edited)

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ANDERMY
ANDERMY Member
edited November 2022 in Feature Requests
It would be great if you could show the cash balance on either the Portfolio or Balances section of the Investments area. I do get the Holdings balances, but as an option trader it's very important to know the cash balance and historical balance for it.
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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
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    Hello @ANDERMY,

    Thanks for sharing your feedback with the Community!

    To clarify, you should be able to see your cash holdings within the Portfolio, which would contribute to the Market Value and the Balances Over Time feature. However, it sounds like you'd like to see cash balances separately in both of these areas of Simplifi to determine your current cash value and the historical balances for cash.

    With that said, I did go ahead and turn this into an Idea post so other users can vote on it and our Product Team can review it. Please be sure to add your vote as well!

    Please also let me know if I misunderstood your feedback, or if you believe there may be an issue present. Otherwise, I hope this helps!

    -Coach Natalie

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