Investment Tab Upgrades
adizzlefoto
Member ✭
I came from another company in search of a place that has it all - great budgeting AND a way to track investments.
The investment tab is a bit lacking here - I don't know if its a glitch with mine, but I can only see the accounts, the holding names, shares held, and the amounts in each accounts. Not to say the other company was 100 in investment tracking, but I'm hoping you can combine both wonderful worlds better here.
I'd like to see:
1) For our accounts, let us know what our individual returns are for our holdings. Like 10% return over the past year, but the ability to change to see 5 year, 10 year, since inception.
2) Would be great to have another tab where we can have "watch list" type tracking too. So, not what we currently own, but ones we are just watching.
Would also love the graphs of the changes as described above in 3).
3) list the expense ratio for each holding!
That's all I can think of right now.
[edited to remove duplicate Ideas]
The investment tab is a bit lacking here - I don't know if its a glitch with mine, but I can only see the accounts, the holding names, shares held, and the amounts in each accounts. Not to say the other company was 100 in investment tracking, but I'm hoping you can combine both wonderful worlds better here.
I'd like to see:
1) For our accounts, let us know what our individual returns are for our holdings. Like 10% return over the past year, but the ability to change to see 5 year, 10 year, since inception.
2) Would be great to have another tab where we can have "watch list" type tracking too. So, not what we currently own, but ones we are just watching.
Would also love the graphs of the changes as described above in 3).
3) list the expense ratio for each holding!
That's all I can think of right now.
[edited to remove duplicate Ideas]
Tagged:
11
Comments
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Hello @adizzlefoto,
Thank you for posting your Investment suggestions to the Community!
Upon reviewing your requests here, I've found some existing Idea posts that I believe cover some of the same things that you've mentioned:
For number 1 -- https://community.simplifimoney.com/discussion/453/let-me-categorize-accounts-4-merged-votes/p1?new=1
For number 2 -- https://community.simplifimoney.com/discussion/933/investment-allocation-graphs/p1?new=1
For number 4 -- https://community.simplifimoney.com/discussion/303/option-to-add-ticker-symbols-manually#latest
For number 6 -- https://community.simplifimoney.com/discussion/1019/show-investment-transactions#latest
You may also find this Idea worthy of a vote: https://community.simplifimoney.com/discussion/339/need-details-of-investments-like-market-value-and-cost#latest
Please review these other Idea posts, add your vote/feedback accordingly, and let me know which of these will work for you, so that we can narrow down the extent of your request in this post to cover just the remaining items.
Thanks!
-Coach Natalie1 -
Those suggestions work for me!
For 2) I would just add that we should be able to customize the asset class, if needed.
In other budgeting apps, I've found that when it doesn't know what to do with the asset class it just puts into a bucket called "other." However, I'm sure there are those that want to have it specific
Thank you!
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Hello @adizzlefoto,
Thanks for confirming!
I have gone ahead and edited your post to include only the remaining requests. I also see that you've added your vote to the other Idea posts -- thank you for doing that!
Additionally, I'd suggest navigating over to the Idea post for an Investment Allocation Graph and adding your above comments there for our Product Team.
Thank you,
Coach Natalie0 -
Is there a place to vote on putting an Expense Ratio column on https://app.simplifimoney.com/investing?selectedTab=portfolio ? Like this:
This is one of two investment features that would allow me to drop P.C. and just use Simplifi. (The other feature being an asset allocation breakdown.)
[edited image to reduce size]0 -
Hello @Ulysses,
Thanks for posting!
Not that I'm aware of, and I'm not finding anything in my Idea posts spreadsheet. We have another post here that covers a wide range of investing abilities that was created by another user who came over from Personal Capital, however, I'm not seeing anything about adding an 'Expense Ratio' column there.
Though I do see an 'Expense Ratio' column mentioned above in this Idea post, I'd honestly suggest creating a separate Idea post for that request specifically so it can gain some traction. This will also allow our Product Team to get an idea of how many people would like to see that specific feature added to Simplifi, as opposed to it being buried in a generic request like this one.
https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community
-Coach Natalie0 -
OK, thanks Natalie, I tried making a new post about it and forgot to click New Idea instead of New Discussion - https://community.simplifimoney.com/discussion/4170/add-expense-ratio-column-to-investing-portfolio-tab/p1?new=1 - hopefully you have some tools to allow you to convert the post into an idea post?0
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Hello All,
The Community Support Team reviews long-standing Idea posts for relevancy and current interest. This Idea seems to have fallen stagnant and we would like to gauge the current level of interest in this request.
If you would like to see this Idea implemented, please add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here.
Thank you,
Quicken Simplifi Community Support Team
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Commenting on point 1) in adizzlefoto Dec 2020 post: Simplifi now has cost basis for investments; should be straightforward to extend the functionality to compare market value today against cost basis and calculate and report/show both an amount lost/gained and the percent change, no?
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