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Investments

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Horizontal bar chart option for Investment Performance IRR view (edited)

Active Tony Kirk 15 views 1 comment 1 point Most recent by Coach Natalie 5:45PMFeature Requests
Stifel

Answered JG888 36 views 5 comments 0 points Most recent by JG888 December 4Feedback
Merged: Kelly Blue Book integration to track value of vehicles

Cory Lewis 8 views 0 comments 1 point Started by Cory Lewis December 4 Feature Requests
Merged: Zillow / Redfin integration to automatically track real estate values

Cory Lewis 4 views 0 comments 1 point Started by Cory Lewis December 4 Feature Requests
24

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Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)

Active TGP 147 views 7 comments 24 points Most recent by Rob5527 December 3Feature Requests
2

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Add support for tracking crypto cold wallet addresses

Active asjss1186 22 views 2 comments 2 points Most recent by MintRefugee November 29Feature Requests
T. Rowe Price Workplace Retirement Account Aggregation

Havensd74 23 views 4 comments 0 points Most recent by Coach Natalie November 28Investments
TreasuryDirect - ibond - Not pulling latest dollar amount

Nu2Money 232 views 20 comments 0 points Most recent by Coach Natalie November 27Investments
Multiple Funding Sources for Goals

Lightning 23 views 3 comments 0 points Most recent by Lightning November 27Feedback
From Mint, can’t seem to import investment transactions

smugdoug 44 views 1 comment 0 points Most recent by RobWilk November 26Managing Your Transactions
2

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

Active cmordas 76 views 2 comments 2 points Most recent by Marc F November 24Feature Requests
32

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Add an HSA Investment account type (edited)

Active MDG39518 136 views 4 comments 32 points Most recent by Flynn1982 November 22Feature Requests
17

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Investment performance comparisons (1 Merged Vote)

Active willya 75 views 6 comments 17 points Most recent by BHazeltine November 19Feature Requests
3

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Cetera and AdviceWorks

Active bwinchester 35 views 5 comments 3 points Most recent by thare12983 November 17Report Missing Financial Institution
Allow debits in Investment Transactions

bkt2112 12 views 1 comment 1 point Most recent by Coach Natalie November 17Investments
Are there plans to add investment related categories?

Answered ✓ Hari Palat 31 views 2 comments 0 points Most recent by Hari Palat November 16Categories and Tags
Merged: Savings Goals and Investment Accounts

Leo Brenns 1 view 0 comments 1 point Started by Leo Brenns November 15 Feature Requests
Merged: Roth IRA missing on Etrade

cb138 1 view 0 comments 0 points Started by cb138 November 15 Investments
Workaround for Roth IRAs not downloading in Simplifi

taoman54 80 views 3 comments 0 points Most recent by ps56k November 14Adding and Updating Accounts
Setting up manual 401k account

Answered ✓ bkt2112 58 views 6 comments 0 points Most recent by bkt2112 November 14Adding and Updating Accounts
7

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Ability to Download/Export Net Worth and Investment Balance Data (edited)

Active SimplifiJSHL 24 views 1 comment 7 points Most recent by evan232 November 13Feature Requests
Merged: Rental Property Value via Zillow/Redfin

draaboulhosn 1 view 0 comments 1 point Started by draaboulhosn November 9 Feature Requests
Investment Account displays as $0 when unable to connect

domg1 16 views 2 comments 0 points Most recent by domg1 November 8Adding and Updating Accounts
Investments > Cash Holdings - Negative amount changes?

Answered ✓ Flopbot 18 views 1 comment 0 points Most recent by Coach Natalie November 6Investments
Morgan Stanley StockPlan Connect showing one day old balances

Construct5292 45 views 1 comment 0 points Most recent by Coach Natalie November 6Adding and Updating Accounts
2

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Ability to manage Investment Categories under Settings (edited)

Active Hari Palat 8 views 0 comments 2 points Started by Hari Palat November 5 Feature Requests
Investment portfolio changes

Closed Clark 247 views 28 comments 0 points Most recent by Coach Natalie November 3Investments
9

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Option to add ticker symbols manually

Active brian.marturana 66 views 6 comments 9 points Most recent by WinstonTeracina November 2Feature Requests
Schwab Plan does not connect

Closed Brian McCasey 46 views 3 comments 0 points Most recent by Brian McCasey October 31Adding and Updating Accounts
New user - how to handle Investments and Cost Basis and historical transactions

Answered ✓ Closed ps56k 66 views 5 comments 0 points Most recent by Coach Natalie October 30Investments

/* * These styles apply ONLY to the header and footer assets. */ * { padding: 0; margin: 0; box-sizing: border-box; } .footer { background: #f5f5f6; color: #555a62; font-size: 14px; line-height: 1.5; padding: 18px 0; } .footer-wrap { padding-left: 18px; padding-right: 18px; max-width: 1236px; margin: 0 auto; } .footer a { color: #0291db; } .footer a:hover { color: #0276b3; } .footer-row { display: flex; flex-wrap: wrap; justify-content: space-between; align-items: center; margin: -3px; } .footer-col { padding: 0 3px; } .footer-col-copyRight { justify-content: flex-start; } .footer-col-logo { justify-content: flex-end; } .footer-col-copyRight, .footer-col-logo { flex: 1; display: flex; } .logo { width: 124px; height: 27px; opacity: 0.6; } @media screen and (max-width: 768px) { .footer-row { display: block; } .footer-col { width: 100%; text-align: center; margin: 6px 0; } .footer-col:first-child { margin-top: 0; } .footer-col:last-child { margin-bottom: 0; } .footer-col-copyRight, .footer-col-logo { justify-content: center; } .logo { margin: 0 auto; } } /*# sourceMappingURL=styles.css.map */

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