Investments

Discussion List

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  The plus/minus dollar amount shown for holdings is for a single share, not all shares owned (edited)

  LEBATO 174 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 123 views 4 comments 10 points Most recent by SmittyVA September 16Feature Requests
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  Manually added holdings with no ticker have been combined into a single holdings line (edited)

  JeffCB 98 views 8 comments 0 points Most recent by JeffCB September 15Troubleshooting
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  Fidelity bond holdings 100x too high (edited)

  vladinator 79 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

  ExtraGloves 34 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

  Alpher 39 views 1 comment 0 points Most recent by Coach Aldair September 12Investments
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  Vanguard brokerage Tbill investment suddenly showing 100x true value in investments

  RobI 92 views 6 comments 0 points Most recent by RobI September 12Troubleshooting
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  Morgan Stanley CashPlus account handling

  jbaker5400 54 views 1 comment 0 points Most recent by Coach Aldair September 11Adding and Updating Accounts
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  Investments no longer show daily gains and bond total price is incorrect (edited)

  HMagh 34 views 1 comment 0 points Most recent by Coach Natalie September 11Troubleshooting
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  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 405 views 27 comments 0 points Most recent by The Merg September 10Investments
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  Holdings have disappeared from my Netx Investor account

  phlsphr 64 views 5 comments 0 points Most recent by Coach Natalie September 9Adding and Updating Accounts
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 1.5K views 55 comments 40 points Most recent by Coach Natalie September 8Feature Requests
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  ZEC symbol pulls incorrect price

  dshap84 23 views 1 comment 0 points Most recent by SRC54 September 7Investments
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  ONGOING 7/7/26: Fidelity investment accounts displaying incorrect Cost Basis

  Coach Kristina 348 views 1 comment 0 points Most recent by Coach Natalie September 2Current Online Banking Issues
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  Add “Balance end of month” line items to Investments Balances (edited)

  okc resident 48 views 3 comments 1 point Most recent by Coach Natalie September 2Feature Requests
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  Robinhood - BTC / ETH investment tracking referencing Grayscale ETF prices (edited)

  theotherjay 695 views 36 comments 2 points Most recent by Snipes September 2Investments
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  Ability to set a custom default view for the Investments Performance tab (edited)

  Active pbryn1983 30 views 1 comment 2 points Most recent by SRC54 September 1Feature Requests
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  HSA Bank - HSA Invest account is missing/no holdings data (edited)

  The Merg 868 views 63 comments 1 point Most recent by Coach Natalie August 31Adding and Updating Accounts
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  Regarding the inability to get the correct information for cost basis in Fidelity Accounts

  Robert345678 30 views 2 comments 0 points Most recent by Robert345678 August 25Feedback
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  Kraken not tracking stocks holding correctly

  Closed tjipz 137 views 11 comments 0 points Most recent by Coach Natalie August 3Adding and Updating Accounts
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  Add shareholder subdomain from Primerica

  Closed Scotties 884 views 39 comments 2 points Most recent by Coach Natalie August 3Adding and Updating Accounts
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  Non Functioning Downloading Quotes After Corporate Stock Split (HON - Honeywell)

  Closed PhilipJD 36 views 1 comment 0 points Most recent by Coach Kristina August 2Adding and Updating Accounts
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 180 views 12 comments 15 points Most recent by TigerQueen July 29Feature Requests
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  E*TRADE stocks are missing from the portfolio view (edited)

  Closed vladinator 295 views 12 comments 0 points Most recent by vladinator July 28Adding and Updating Accounts
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  Projected Cash Flow needs to allow you to identify a Brokerage Account

  Closed tstirsman 55 views 2 comments 0 points Most recent by RobI July 27Projected Cash Flow
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  DA Davidson Account Balances and Investment Holdings and Balances Are Wrong (edited)

  Closed JBB 221 views 11 comments 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts
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  How to enter a buy transaction CUSIP for Tbill

  Answered ✓ Closed RobI 90 views 4 comments 0 points Most recent by RobI July 14Investments
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  How to get manual Investment ("Other Investment") account to update?

  Closed supermatthew 105 views 9 comments 0 points Most recent by Coach Jon July 10Adding and Updating Accounts
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  Significant difference ($35000 or 2-3% of portfolio) between connected Investments total and Balance

  Closed kdwilson 36 views 3 comments 0 points Most recent by Coach Natalie July 1Adding and Updating Accounts
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  Investments dashboard card not matching between web and mobile (edited)

  Closed kdwilson 61 views 2 comments 0 points Most recent by Coach Natalie July 1Troubleshooting