Investments page should show cash balances in addition to holdings (edited)

mdheikka Member
edited April 6 in Feature Requests

Some brokerages, like E*Trade, break out cash positions separately from investment holdings. Simplifi only shows investment holdings on the Investments>Holdings page, which then underreports the actual value of the account (at least on that page.) There should be a separate detail line item for Cash positions/holdings or a Cash Balance section on the page so the user knows the total value of the account, including cash and the associated holdings.

1 votes

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  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    This is a good suggestion. Our development team is currently working on an enhanced Investments module for the next major Simplifi update. I'll make sure they're aware of your ideas!

  • cconrado90
    cconrado90 Unconfirmed, Member
    Yes this would help
  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    @cconrado90 To make sure you get immediate notifications of updates we make to Simplifi's Investments module, you can "follow" this topic by clicking on the Gold Star icon at the upper right of this discussion. Thanks again for your comments!