Investments

Discussion List

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  Improvements to Investing Capabilities

  Active Trevor Miller 17 views 3 comments 1 point Most recent by Coach Natalie June 8Feature Requests
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  Investment Account Holdings page is missing my Cash Holdings (edited)

  Closed MikeOnTheRoad 31 views 14 comments 0 points Most recent by MikeOnTheRoad May 21Investments
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  why does Simplifi count some funds twice on Investments tab?

  brianm 21 views 12 comments 0 points Most recent by Coach Natalie May 18Investments
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  Add an "Account" column to the Investment Holding view (edited)

  Active Gerry C 9 views 0 comments 0 points Started by Gerry C May 18 Feature Requests
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  401k loan showing the wrong balance; overall investment balance is right and wrong

  Closed Jedp 17 views 15 comments 0 points Most recent by Jedp April 29Adding and Updating Accounts
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  Ability to create "Views" for Investments (edited)

  Active TommyMac 13 views 1 comment 1 point Most recent by jason April 28Feature Requests
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  Merged: Create transfers to brokerage accounts

  Zackary 6 views 0 comments 1 point Started by Zackary April 24 Feature Requests
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  Investments issue: Blank line item with wrong amount (E*TRADE?)

  Closed scottnliz 47 views 13 comments 0 points Most recent by Coach Natalie March 17Investments
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  Request to add support for Titan investments (titanvest.com)

  Active chanceryder25 7 views 1 comment 1 point Most recent by Coach Natalie March 1Report Missing Financial Institution
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  Prudential - Life Insurance Products

  Active hillmanlam 5 views 0 comments 0 points Started by hillmanlam January 21 Report Missing Financial Institution
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  Investment Tab Upgrades

  Active adizzlefoto 82 views 3 comments 6 points Most recent by Coach Natalie December 2020Feature Requests
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  Ability to set the cost basis and date of purchase for a stock (edited)

  Active aldas 33 views 0 comments 2 points Started by aldas November 2020 Feature Requests