Dashboard Holdings Card Does Not Show Holdings (edited)

Chagall
Chagall Member
edited May 19 in Troubleshooting

My Holdings card on the web app dashboard is blank and does not show my holdings. Is there some secret to make it display the holdings.

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @Chagall,

    Thanks for reaching out! If they aren't showing up, I would see if signing out and back in resolves the issue you are seeing on the dashboard. If not, can you please provide a screenshot showing the issue you are seeing?

    -Coach Jon

  • Chagall
    Chagall Member

    I tried that. Still does not show up. Thanks for posting so quick. See screenshot.

    {1D95C272-17CA-4D02-91A2-F602BDE660E6}.png
  • Coach Jon
    Coach Jon Moderator admin
    edited April 18

    Hello @Chagall,

    Thanks for the reply! I have confirmed that our team is aware of the issue and is currently working on a resolution. I will be sure to follow up here when we hear anything else.

    SIMPL-26663

    -Coach Jon

  • Chagall
    Chagall Member

    Thank you. You seem to have a lot of issues that are important. I am still waiting for the resolution on the fact that the CVS import does not show the transactions. It claimns success, but there is nothing there. Strikes me as a vital feature if you want to lure people from other applications to Simplifi. Why would they move if they cant import there transactions from other competitors products.

  • Chagall
    Chagall Member

    NEW 4/17/25: Transactions not importing from a CSV — Simplifi

  • Chagall
    Chagall Member

    Holdings seems to be working now. Thak you. Now just need the CVS import issue sorted. Well done

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