Investments

Discussion List

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  Getting Error when trying to access "cash" account in Investments.

  MishaM 30 views 7 comments 0 points Most recent by Coach Jon January 13Troubleshooting
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  M1 Finance Not showing Money Market account when Syncing

  gms 15 views 1 comment 0 points Most recent by Coach Kristina January 12Adding and Updating Accounts
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  Add shareholder subdomain from Primerica

  Scotties 168 views 20 comments 2 points Most recent by Coach Kristina January 12Adding and Updating Accounts
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 581 views 32 comments 16 points Most recent by SRC54 January 9Feature Requests
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  Add an HSA Investment account type (edited)

  Active MDG39518 669 views 17 comments 76 points Most recent by financebully January 8Feature Requests
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  BTC / ETH investment tracking referencing Grayscale ETF prices

  theotherjay 105 views 13 comments 0 points Most recent by andy January 7Investments
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  What should be the cost basis for investments in an IRA

  SRC54 30 views 3 comments 0 points Most recent by SRC54 January 6Investments
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  Investment CSV File

  neon45 16 views 2 comments 0 points Most recent by neon45 January 6Investments
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  How to handle returned capital from an investment or CD?

  Answered ✓ PatD 85 views 13 comments 0 points Most recent by Coach Jon January 3Managing Your Transactions
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  Incomplete although all costs are entered

  Mike1431 17 views 1 comment 0 points Most recent by Wedo778 December 2024Troubleshooting
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  Investment Total Cost & Gains: Share your feedback here!

  Closed Coach Natalie 1.1K views 61 comments 0 points Most recent by Coach Natalie December 2024Feedback
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  No relation between Investment Transaction and Portfolio: Rationale?

  simpli_struggle 67 views 9 comments 0 points Most recent by DannyB December 2024Investments
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  Show Cash and Stocks separately (edited)

  vchan 63 views 3 comments 1 point Most recent by Coach Jon December 2024Investments
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  Ability to remove 'Related News' from Investments Portfolio

  Active mcnbmcnb 109 views 4 comments 9 points Most recent by ignitionsource December 2024Feature Requests
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  Simple vs Complete Investment Tracking

  Active AaronJB 132 views 10 comments 8 points Most recent by UrsulaA December 2024Feature Requests
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  [ONGOING] 12/10/24: Issue Adding Multiple Holdings to a Manual Brokerage Account: FHCCX & FACDX

  Coach Natalie 39 views 1 comment 0 points Most recent by Coach Natalie December 2024Known Product Issues
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  TreasuryDirect converted bonds incorrect balance

  trewbux 56 views 8 comments 2 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Certain Investments Not Counting Toward Net Worth

  Closed piksol 66 views 6 comments 0 points Most recent by Coach Jon December 2024Investments
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  Adding Crypto Currency Transactions Manually

  Closed Diver4242 48 views 4 comments 0 points Most recent by Coach Kristina December 2024Managing Your Transactions
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  Feedback for Investments (edited)

  Closed Ellisd62 20 views 1 comment 0 points Most recent by Coach Jon December 2024Feedback
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  Breakdown of investment holdings per account

  Closed Huemul 18 views 1 comment 0 points Most recent by Coach Jon December 2024Feedback
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  Investment Quotes Updates

  Closed UrsulaA 57 views 10 comments 0 points Most recent by SRC54 December 2024Investments
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  Investing Holdings Data

  Closed Huemul 18 views 1 comment 0 points Most recent by UrsulaA December 2024Feedback
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  Schwab Retirement Technologies

  Active chrisnre 167 views 6 comments 3 points Most recent by mbaylor December 2024Report Missing Financial Institution
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  Merged: What can I do to get cost basis information from Schwab Equity Awards?

  Closed tylermdunn 3 views 0 comments 0 points Started by tylermdunn December 2024 Troubleshooting
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  Handling investment values for broken links

  Answered ✓ Closed lwyman 46 views 2 comments 0 points Most recent by lwyman November 2024Investments
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  Manually Add Real Time Prices for Crypto

  Active Rokets34 87 views 2 comments 1 point Most recent by brianperry263 November 2024Feature Requests
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  Mobile App: Keep the colors in the graphs consistent between Investments Balances and Performance

  Active L McGregor 7 views 0 comments 3 points Started by L McGregor November 2024 Feature Requests
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  Add a column that shows the percent of total for each position held in your portfolio (edited)

  Active bretstu 17 views 1 comment 5 points Most recent by Lytol November 2024Feature Requests
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  Buy/Sell Investment Transactions don't update Holdings

  Closed akogan 18 views 1 comment 0 points Most recent by Coach Jon November 2024Feedback