Investments

Discussion List

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  M1 Finance Not showing Money Market account when Syncing

  gms 327 views 24 comments 1 point Most recent by Nick Waffleson March 27Adding and Updating Accounts
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  Simple vs Complete Investment Tracking

  Active AaronJB 189 views 13 comments 9 points Most recent by Max1223 March 25Feature Requests
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  Support for Old National Wealth Management Client Portal

  Active tagtyoureit 5 views 0 comments 1 point Started by tagtyoureit March 23 Report Missing Financial Institution
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  Stifel Incorrect Balance/Holdings Issue (edited)

  fredct 62 views 11 comments 0 points Most recent by Coach Kristina March 23Adding and Updating Accounts
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  Robinhood Cash separate from stock / Duplication

  rmquick25 19 views 2 comments 0 points Most recent by rmquick25 March 21Investments
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  Ability to add notes to the Investments Balances graph (edited)

  Active Flopbot 14 views 1 comment 2 points Most recent by UrsulaA March 17Feature Requests
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  TD Canada Trust and missing RRSP and TFSA investment accounts

  oliverdavid 54 views 9 comments 0 points Most recent by oliverdavid March 14Adding and Updating Accounts
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  Alight - Abbott Laboratories. - "Something went wrong" error (edited)

  Nate Simons 59 views 14 comments 0 points Most recent by Nate Simons March 11Adding and Updating Accounts
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  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 16 views 5 comments 0 points Most recent by Coach Kristina March 9Investments
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  What's the proper way to track changes in private stock value over time? (edited)

  Answered ✓ PaleBlueDot67 11 views 1 comment 0 points Most recent by Coach Jon March 4Investments
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  Help with Valic/AIG/Corebridge

  N4KHQ 77 views 19 comments 0 points Most recent by Coach Natalie March 4Adding and Updating Accounts
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  TreasuryDirect converted bonds incorrect balance

  trewbux 62 views 10 comments 2 points Most recent by Coach Natalie February 28Adding and Updating Accounts
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  What to do with Investment Holding that I don't know the Total Cost Basis?

  Closed trd716 34 views 5 comments 0 points Most recent by Coach Jon February 27Investments
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  Why are EXCLUSIONS the DEFAULT option???

  Closed nogorman 11 views 1 comment 1 point Most recent by Coach Jon February 26Feedback
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 661 views 35 comments 17 points Most recent by nogorman February 26Feature Requests
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  Edit ticker symbol and holdings

  Planned bobluck 181 views 12 comments 19 points Most recent by Harley February 26Feature Requests
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  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 202 views 5 comments 10 points Most recent by bw808 February 25Feature Requests
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 11 views 1 comment 1 point Most recent by lwyman February 23Feature Requests
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  Vanguard Brokerage Balances Untimely and Don't Match Between Screens

  Closed TomAter 102 views 6 comments 1 point Most recent by TomAter February 22Adding and Updating Accounts
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  Cost Basis from Fidelity, Automatically Populate

  Closed TiggerTrainer 47 views 6 comments 0 points Most recent by TiggerTrainer February 14Investments
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  [ONGOING] 1/29/25: TreasuryDirect - $0 Balance when Adding Investment Account

  Coach Natalie 43 views 1 comment 0 points Most recent by Coach Natalie February 12Current Online Banking Issues
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  Investment Balances in Dashboard are different from Balances in “Insights-Investments”

  Closed Jlexky 11 views 2 comments 0 points Most recent by Jlexky February 9Troubleshooting
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  Add shareholder subdomain from Primerica

  Scotties 264 views 33 comments 2 points Most recent by Coach Natalie February 7Adding and Updating Accounts
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  BTC / ETH investment tracking referencing Grayscale ETF prices

  theotherjay 151 views 17 comments 0 points Most recent by Coach Jon February 5Investments
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  Ability to remove 'Related News' from Investments Portfolio

  Active mcnbmcnb 122 views 5 comments 9 points Most recent by DryHeat February 3Feature Requests
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  Real Time vs Delayed Quotes

  Closed SFGlen 11 views 2 comments 0 points Most recent by Coach Kristina January 25Feedback