Investments

Discussion List

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  Simple vs Complete Investment Tracking

  Active AaronJB 47 views 5 comments 6 points Most recent by UrsulaA December 18Feature Requests
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  Add shareholder subdomain from Primerica

  Scotties 138 views 18 comments 2 points Most recent by Coach Kristina December 15Adding and Updating Accounts
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  NEW 12/10/24: Issue Adding Multiple Holdings to a Manual Brokerage Account: FHCCX & FACDX

  Announcement Coach Natalie 22 views 0 comments 0 points Started by Coach Natalie December 10 Known Product Issues
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  Certain Investments Not Counting Toward Net Worth

  piksol 64 views 6 comments 0 points Most recent by Coach Jon December 9Investments
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  Adding Crypto Currency Transactions Manually

  Diver4242 30 views 4 comments 0 points Most recent by Coach Kristina December 8Managing Your Transactions
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  Feedback for Investments (edited)

  Ellisd62 18 views 1 comment 0 points Most recent by Coach Jon December 6Feedback
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  Breakdown of investment holdings per account

  Huemul 16 views 1 comment 0 points Most recent by Coach Jon December 4Feedback
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  Investment Quotes Updates

  UrsulaA 55 views 10 comments 0 points Most recent by SRC54 December 4Investments
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  Investing Holdings Data

  Huemul 14 views 1 comment 0 points Most recent by UrsulaA December 3Feedback
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  Schwab Retirement Technologies

  Active chrisnre 159 views 6 comments 3 points Most recent by mbaylor December 2Report Missing Financial Institution
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  Investment Total Cost & Gains: Share your feedback here!

  Announcement Coach Natalie 1.1K views 60 comments 0 points Most recent by Coach Natalie December 2Feedback
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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 2 Troubleshooting
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  Handling investment values for broken links

  Answered ✓ lwyman 45 views 2 comments 0 points Most recent by lwyman November 28Investments
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  BTC / ETH investment tracking referencing Grayscale ETF prices

  theotherjay 81 views 12 comments 0 points Most recent by htrow November 27Investments
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  Manually Add Real Time Prices for Crypto

  Active Rokets34 84 views 2 comments 1 point Most recent by brianperry263 November 27Feature 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 21 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 16 views 1 comment 5 points Most recent by Lytol November 20Feature Requests
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  Buy/Sell Investment Transactions don't update Holdings

  Closed akogan 14 views 1 comment 0 points Most recent by Coach Jon November 20Feedback
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  Add support for the CBOE Canada (NEO) Exchange (edited)

  Active akogan 18 views 1 comment 1 point Most recent by Coach Natalie November 20Feature Requests
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  On my Robinhood Investment account, margin account debits show up as a positive number (edited)

  Closed Dan6912 17 views 1 comment 0 points Most recent by Coach Jon November 18Adding and Updating Accounts
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  TreasuryDirect converted bonds incorrect balance

  trewbux 44 views 6 comments 1 point Most recent by Coach Natalie November 18Adding and Updating Accounts
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  TreasuryDirect - ibond & tbond issues (edited)

  Closed Nu2Money 1.8K views 48 comments 1 point Most recent by Coach Natalie November 15Investments
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  Manual Investment Account isn't updating in Balances, Performance, or Net Worth Report (edited)

  Closed brianperry263 170 views 25 comments 0 points Most recent by Coach Natalie November 13Adding and Updating Accounts
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  Ability to manage Investment Categories under Settings (edited)

  Active FutureEye 53 views 1 comment 4 points Most recent by mb996 November 8Feature Requests
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  Dashboard - Holdings Tile - Restore Functionality Prior to Top Movers (edited)

  Active today32 11 views 0 comments 1 point Started by today32 November 2 Feature Requests
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  Investments

  Closed Dafelhandler 18 views 1 comment 1 point Most recent by Coach Natalie October 31Feedback
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  Investment performance comparisons (1 Merged Vote)

  Active willya 132 views 11 comments 23 points Most recent by ebig123321 October 28Feature Requests
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  Introducing Investment Transactions -- Share your feedback here!

  Closed Coach Nicole 1.9K views 59 comments 7 points Most recent by Coach Natalie October 25Feedback