Investments

Feedback on Dashboard > Investments plus differences between web and app version

kdwilson 11 views 1 comment 0 points Most recent by Coach Jon 4:42PMFeedback

Morgan Stanley Private Bank Doesn't Import Holdings (edited)

Jeff79 18 views 5 comments 0 points Most recent by Coach Jon May 13Adding and Updating Accounts

11

Add 457b Retirement Account Type (edited)

Active Domino82 147 views 9 comments 11 points Most recent by MoLOT! May 9Feature Requests

Capital Gains, Losses and Tax Reporting

Mortimer Duke 23 views 2 comments 0 points Most recent by Mortimer Duke May 7Investments

Alight - Abbott Laboratories. - "Something went wrong" error (edited)

Nate Simons 211 views 21 comments 0 points Most recent by Coach Jon May 5Adding and Updating Accounts

Added purchases in investment account, but there are no holdings present (edited)

lynchbro 35 views 5 comments 0 points Most recent by Coach Natalie May 4Investments

T. Rowe Price Retirement Accounts Missing Holdings

The Merg 198 views 23 comments 0 points Most recent by Coach Janean May 3Investments

13

Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

Active tonymfernandez 105 views 11 comments 13 points Most recent by Coach Janean May 2Feature Requests

Robinhood - BTC / ETH investment tracking referencing Grayscale ETF prices (edited)

theotherjay 447 views 31 comments 2 points Most recent by CorporateZombee May 1Investments

Time Weighted Return + Cash Flow Transactions

kgpreet 320 views 33 comments 1 point Most recent by Coach Jon May 1Report a Bug

SPLG holdings incorrectly labeled.

Karim Benbourenane 136 views 14 comments 0 points Most recent by Coach Natalie May 1Investments

Fidelity NetBenefits Mutual Fund Names

ricklamb0810 392 views 23 comments 0 points Most recent by Coach Natalie May 1Adding and Updating Accounts

19

Edit ticker symbol and holdings

Planned bobluck 253 views 13 comments 19 points Most recent by hangingchad April 26Feature Requests

Unable to find WBREOX in the holdings list (edited)

jmqn7 32 views 3 comments 0 points Most recent by Coach Jon April 17Investments

24

Ability to remove 'Related News' from Investments Portfolio

Completed mcnbmcnb 284 views 16 comments 24 points Most recent by Coach Natalie April 16Feature Requests

25

Investment performance comparisons (1 Merged Vote)

Active willya 163 views 13 comments 25 points Most recent by gerard143 April 12Feature Requests

Improve the look of the lines on the investment performance chart and include S&P 500 comparison

Closed gerard143 12 views 1 comment 0 points Most recent by Coach Natalie April 8Feedback

Stocks from my E*TRADE account don't show up as investments in Simplifi / FDP-141 (edited)

Closed vladinator 103 views 14 comments 0 points Most recent by Coach Jon April 2Adding and Updating Accounts

4

Schwab Retirement Technologies

Active chrisnre 221 views 7 comments 4 points Most recent by SimplifyQuestions March 22Report Missing Financial Institution or Biller

36

Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

Active cmordas 1K views 46 comments 36 points Most recent by nopenopenopenopenope March 14Feature Requests

Financial News panel on Investments page (edited)

Closed Elroyo 22 views 2 comments 0 points Most recent by Coach Natalie March 12Feedback

How to manage unvested RSUs in Schwab

Answered ✓ Closed MarineMan72 23 views 1 comment 0 points Most recent by Coach Jon March 11Adding and Updating Accounts

1

Add security symbol CDAY to holdings database (edited)

Active grant.souter 1 view 0 comments 1 point Most recent by grant.souter March 9Feature Requests

Cannot get investment Performance to show anything

Closed jbaker5400 22 views 2 comments 0 points Most recent by jbaker5400 March 7Investments

Help with editing Investment Transaction transfers (edited)

Closed N4KHQ 48 views 7 comments 0 points Most recent by SRC54 March 7Using Transfers

Balance history incorrect after removing/adding holding

Closed bling 21 views 1 comment 0 points Most recent by Coach Jon March 6Troubleshooting

2

Save last used sort for investments portfolio (edited)

Active disc2120 11 views 0 comments 2 points Most recent by disc2120 March 5Feature Requests

new investing action suggestions (edited)

Closed Hornet439 23 views 2 comments 0 points Most recent by neon45 March 5Investments

Crypto holdings downloading incorrectly from Coinbase and Robinhood (edited)

Closed Joelbryant1960 35 views 2 comments 0 points Most recent by Joelbryant1960 March 3Adding and Updating Accounts

Manual Investment Account Balance Different Between Accounts List and Portfolio (edited)

Closed pastchief8 26 views 5 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts

Investments

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