Cannot get investment Performance to show anything
New to Simplifi…
I have successfully downloaded multiple investment accounts from Morgan Stanley and they show my complete transaction history from September 1, 2025 without issue.
However, all the accounts won't show performance (IRR or TWR) and just show that "Not enough data available" regardless of timeframe (1 week or 6 months for instance.)
Not sure what I'm missing…
Jay
Comments
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Hello @jbaker5400,
Thank you for reaching out! To clarify, how recently did you add these accounts? If they were added less than a week ago, then it's normal for the Performance tab to show the "Not enough data available" error. For more information, please review this article:
One thing to be aware of with investment accounts in Quicken Simplifi is that transaction information does not affect the Performance section, the Portfolio, or the account balances. For more information, please review this article:
I hope this helps!
-Coach Kristina
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Thanks Kristina… they are new accounts, so I will wait until next weekend to see if anything has changes.
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