Investments

Discussion List

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  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 118 views 17 comments 0 points Most recent by Coach Natalie 2:26PMInvestments
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  Investments Performance tab not displaying correctly.

  jgo 65 views 7 comments 0 points Most recent by Coach Jon November 5Report a Bug
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  Time Weighted Return + Cash Flow Transactions

  kgpreet 184 views 32 comments 1 point Most recent by Coach Natalie November 4Report a Bug
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  Issue connecting two logins with Vanguard (edited)

  Jeff C 2.9K views 131 comments 2 points Most recent by Coach Natalie November 3Adding and Updating Accounts
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  SPLG holdings incorrectly labeled.

  Karim Benbourenane 98 views 11 comments 0 points Most recent by Coach Natalie November 3Investments
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  Fidelity NetBenefits Mutual Fund Names

  ricklamb0810 245 views 20 comments 0 points Most recent by Coach Natalie November 3Adding and Updating Accounts
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  Portfolio Report

  Adanac 15 views 2 comments 0 points Most recent by Coach Natalie November 3Using Reports
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  NEW 10/31/25: Some Investing Features Temporarily Unavailable

  Announcement Coach Jon 50 views 0 comments 0 points Started by Coach Jon October 31 Known Product Issues
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  Cetera and AdviceWorks

  Active bwinchester 360 views 20 comments 12 points Most recent by Coach Natalie October 27Report Missing Financial Institution
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  SoFi Roth & Brokerage Balances Are Not Current

  MikeZ 48 views 9 comments 0 points Most recent by SRC54 October 27Adding and Updating Accounts
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  Simple vs Complete Investment Tracking

  Active AaronJB 344 views 15 comments 12 points Most recent by MikeZ October 23Feature Requests
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  Investment balances should be consistent across the app

  Active sprugman 181 views 7 comments 9 points Most recent by MikeZ October 23Feature Requests
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  MetLife insurance market value is wrong

  EricH 10 views 1 comment 0 points Most recent by Coach Kristina October 19Adding and Updating Accounts
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 819 views 41 comments 32 points Most recent by rabate October 18Feature Requests
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  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 29 views 2 comments 4 points Most recent by Coach Natalie October 8Feature Requests
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  Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)

  Active TGP 356 views 14 comments 45 points Most recent by 90ditzle1990 October 7Feature Requests
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  Add an HSA Investment account type (edited)

  In Review MDG39518 919 views 22 comments 104 points Most recent by Marquette42 October 7Feature Requests
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  Robinhood Brokerage Account Missing Cash Holding in the Portfolio (edited)

  rmquick25 57 views 5 comments 0 points Most recent by Coach Kristina October 5Adding and Updating Accounts
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  Android Widget Investments Percent Change Error (edited)

  Closed gfestian 11 views 1 comment 0 points Most recent by Coach Jon October 3Report a Bug
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  Mobile App: Persistent Views in Investments (edited)

  Active HappyNorml 17 views 1 comment 4 points Most recent by RobWilk October 2Feature Requests
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  Add 457b Retirement Account Type (edited)

  Active Domino82 99 views 8 comments 10 points Most recent by RobWilk October 2Feature Requests
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  Ability to remove 'Related News' from Investments Portfolio

  Active mcnbmcnb 218 views 14 comments 20 points Most recent by HappyNorml October 2Feature Requests
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  Invalid Symbol for BRKB

  Closed SimplifyUserK 73 views 15 comments 0 points Most recent by Coach Jon October 1Adding and Updating Accounts
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  Alight - Abbott Laboratories. - "Something went wrong" error (edited)

  Nate Simons 158 views 19 comments 0 points Most recent by Coach Jon October 1Adding and Updating Accounts
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  How to find total cost for investment page?

  Closed bccoleman 17 views 1 comment 0 points Most recent by DannyB October 1Investments
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  Morgan Stanley Brokerage Accounts - "No Holdings Found" (edited)

  Closed RichardFritts 60 views 10 comments 0 points Most recent by Coach Natalie September 30Adding and Updating Accounts
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  $275k fictitious loss on NVIDIA today

  Closed hjanum 55 views 3 comments 0 points Most recent by Coach Jon September 29Investments
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  Add Projected Cash Flow for Investment Accounts (edited)

  Active MikeZ 17 views 0 comments 2 points Started by MikeZ September 28 Feature Requests
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  TreasuryDirect converted bonds incorrect balance

  Closed trewbux 163 views 35 comments 2 points Most recent by Coach Natalie September 26Adding and Updating Accounts