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Investments

Fidelity Brokerage added as Checking

bhn 7 views 1 comment 0 points Most recent by Coach Natalie January 18Adding and Updating Accounts
2

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Ability to remove 'Related News' from Investments Portfolio

Active mcnbmcnb 7 views 0 comments 2 points Started by mcnbmcnb January 8 Feature Requests
13

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Investment Allocation Graphs

Active TGP 40 views 2 comments 13 points Most recent by mverbree January 8Feature Requests
29

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CryptoCurrency Support

Active shaunquinton2 356 views 12 comments 29 points Most recent by Nichole Macdonald January 2Feature Requests
How do you track US savings bonds?

Accepted Answer Jake 24 views 1 comment 0 points Most recent by Coach Natalie December 2021Investments
12

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Investment performance comparisons (1 Merged Vote)

Active willya 46 views 4 comments 12 points Most recent by jsy42 December 2021Feature Requests
18

Show Investment Transactions (1 Merged Vote)

In Progress jpv121 285 views 10 comments 18 points Most recent by SRC54 December 2021Feature Requests
2

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

Completed Closed mdheikka 43 views 5 comments 2 points Most recent by Coach Natalie December 2021Feature Requests
Morgan Stanley Stock Plan Connect Issues

htc630 387 views 30 comments 0 points Most recent by Coach Natalie December 2021Adding and Updating Accounts
Merged: Track and categorize transactions in brokerage accounts

bellini100 4 views 0 comments 1 point Started by bellini100 December 2021 Feature Requests
Web Release 3.29.0 Feature not showing up

Accepted Answer Closed Havensd74 23 views 1 comment 0 points Most recent by Coach Natalie November 2021Feedback
Access to Morgan Stanley Retirement account

Accepted Answer Closed MRDColorado 31 views 3 comments 1 point Most recent by MRDColorado November 2021Investments
Is there a way to put more than 10,000 shares in a manual investment account

Accepted Answer Closed kevimoh 22 views 2 comments 0 points Most recent by Coach Natalie November 2021Investments
13

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Pie Charts & Graphs for Investments Holdings

Active TGP 33 views 3 comments 13 points Most recent by Coach Natalie November 2021Feature Requests
95% of the way to being the best personal finance tool

Closed rcortez 30 views 1 comment 0 points Most recent by Coach Natalie October 2021Feedback
Cryptocurrency price quotes on Simplifi?

Accepted Answer Closed Bob1 58 views 7 comments 0 points Most recent by Coach Natalie October 2021Investments
[RESOLVED] 10/15/21: Issues with adding and updating manual crypto holdings

Closed Coach Natalie 90 views 1 comment 1 point Most recent by Coach Natalie October 2021Known Product Issues
When is release date for upgraded Investment module?

Accepted Answer Closed Simplifi_JT 48 views 1 comment 0 points Most recent by Coach Natalie October 2021Investments
Can't Create Sub Category Under "Investments" Category

Closed tapierce 21 views 1 comment 0 points Most recent by Coach Natalie October 2021Investments
Adding fractional crypto or stock shares using the mobile app?

Bob1 9 views 4 comments 0 points Most recent by Coach Natalie October 2021Investments
13

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Improvements to Investing Capabilities

Active Trevor Miller 48 views 5 comments 13 points Most recent by markcp September 2021Feature Requests
3

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Investment Account Charts and Dashboards for historical performance (edited)

Active markcp 6 views 0 comments 3 points Started by markcp September 2021 Feature Requests
Investment Classification & Categorization?

Accepted Answer Closed 5impl5abi 47 views 1 comment 0 points Most recent by Coach Natalie August 2021Investments
4

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Unrealized Gain/Loss For Investments

Active Drew B 16 views 1 comment 4 points Most recent by Coach Natalie August 2021Feature Requests
New User - Product Suggestions

Closed Mitchel 28 views 2 comments 0 points Most recent by Mitchel August 2021Feedback
why does Simplifi count some funds twice on Investments tab?

Closed brianm 31 views 16 comments 1 point Most recent by Coach Natalie July 2021Investments
3

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Ability to create "Views" for Investments (edited)

Active TommyMac 15 views 2 comments 3 points Most recent by Mamote June 2021Feature Requests
Brokerage Accounts Linked But Cannot Add Or See Transactions

Accepted Answer Closed Drew 29 views 1 comment 0 points Most recent by Coach Natalie June 2021Investments
4

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Add 'Cryptocurrency' as an Investment Account Type (edited)

Active tapierce 12 views 0 comments 4 points Started by tapierce June 2021 Feature Requests
Investment Account Holdings page is missing my Cash Holdings (edited)

Closed MikeOnTheRoad 43 views 14 comments 0 points Most recent by MikeOnTheRoad May 2021Investments

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