Investments

Discussion List

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

  Active cmordas 2K views 57 comments 43 points Most recent by Coach Natalie November 12Feature Requests
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  Fidelity Cost Basis Issues and Manual Editing (Edited)

  scrabble66 51 views 1 comment 1 point Most recent by Coach Aldair November 11Investments
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  Why are my 401K contributions incorrectly increasing IRR?

  Answered rbsimplifi 54 views 1 comment 0 points Most recent by Coach Aldair November 4Investments
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  Time Weighted Return + Cash Flow Transactions

  kgpreet 708 views 34 comments 1 point Most recent by Coach Natalie November 2Report a Bug
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 335 views 15 comments 16 points Most recent by SRC54 October 31Feature Requests
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  Historical investment performance missing for connected accounts

  johnsanc 113 views 6 comments 0 points Most recent by johnsanc October 29Investments
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  BTC Price is incorrect, using GBP instead of USD?

  johnsanc 100 views 4 comments 0 points Most recent by johnsanc October 29Troubleshooting
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  Net Worth vs. Market Value in Portfolio Balances

  Answered juddmd31 44 views 1 comment 0 points Most recent by Coach Aldair October 28Using the Net Worth Feature
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  Investments no longer show daily gains and bond total price is incorrect (edited)

  HMagh 197 views 11 comments 0 points Most recent by HMagh October 28Troubleshooting
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  Ability to edit cost basis for connected investment accounts (edited)

  Active johnsanc 94 views 1 comment 1 point Most recent by johnsanc October 28Feature Requests
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  How to delete manually added securities? (edited)

  Answered Bergen 34 views 1 comment 0 points Most recent by Coach Natalie October 27Investments
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  Stacked "Cost Basis vs. Gains" Visualization for Investments (edited)

  Active Travis H 69 views 3 comments 1 point Most recent by johnsanc October 26Feature Requests
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  Cetera and AdviceWorks

  Active bwinchester 1.2K views 25 comments 13 points Most recent by Coach Aldair October 24Report Missing Financial Institution or Biller
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  Ability to designate specific holdings/funds as a Savings Goal (edited)

  Active Indecision 31 views 0 comments 1 point Started by Indecision October 19 Feature Requests
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  Investments: Add additional decimal points for fractional shares (edited)

  Active jwphillips 59 views 3 comments 5 points Most recent by jjjjjj October 16Feature Requests
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 198 views 4 comments 8 points Most recent by jrall411 October 13Feature Requests
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  Merged: Please Add 'Alight' - Employee 401k for UBS Employees

  Closed dburks 11 views 0 comments 1 point Started by dburks October 12 Report Missing Financial Institution or Biller
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  Manual brokerage account balances not updating in the Accounts List unless a change is made (edited)

  Closed 6yRgneud 311 views 9 comments 0 points Most recent by Coach Aldair October 8Troubleshooting
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  US Treasury Bonds are Not Displaying correctly on Portfolio Tab

  Closed Danimal 127 views 5 comments 0 points Most recent by Coach Aldair October 7Troubleshooting
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  Does Simplifi include manually entered investment cash flow transactions in IRR calculations?

  Answered Closed juddmd31 137 views 7 comments 0 points Most recent by Coach Natalie October 6Investments
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  Morgan Stanley/Smith Barney accounts have incorrect balances, market value, and holdings data

  Closed dndsieg17 139 views 5 comments 0 points Most recent by Coach Natalie October 5Adding and Updating Accounts
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  Investments tab summary Total gain does not equal the sum of the individual holdings’ Total gain

  Closed Oogway 212 views 11 comments 0 points Most recent by Coach Aldair October 3Troubleshooting
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  Do manual investment accounts require ongoing holding updates? (Edited)

  Answered Closed lynchbro 107 views 1 comment 0 points Most recent by Coach Aldair September 26Investments
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  Manually added holdings with no ticker have been combined into a single holdings line (edited)

  Closed JeffCB 202 views 9 comments 0 points Most recent by Coach Natalie September 23Troubleshooting
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  The plus/minus dollar amount shown for holdings is for a single share, not all shares owned (edited)

  Closed LEBATO 246 views 11 comments 0 points Most recent by Coach Aldair September 16Troubleshooting
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  Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

  Active DannyB 161 views 4 comments 10 points Most recent by SmittyVA September 16Feature Requests
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  Fidelity bond holdings 100x too high (edited)

  Closed vladinator 148 views 6 comments 0 points Most recent by Coach Natalie September 15Investments
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  Raymond James cost basis stopped syncing on one Simplifi account

  Closed ExtraGloves 75 views 3 comments 0 points Most recent by Coach Natalie September 14Adding and Updating Accounts
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  Investments Screen: Please Restore Total Market Value Change

  Closed Alpher 61 views 1 comment 0 points Most recent by Coach Aldair September 12Investments