Investments

Discussion List

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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 35 views 2 comments 4 points Most recent by HMagh January 6Feature Requests
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  Should I make Valic/AIG Accounts Manual? How do I update the value manually? (edited)

  Answered N4KHQ 19 views 4 comments 0 points Most recent by Coach Natalie January 6Adding and Updating Accounts
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  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 410 views 4 comments 26 points Most recent by rmarcus88 December 2025Feature Requests
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  Coinbase Sync Ticker Causing Massive Valuation Errors in Investment Performance (edited)

  Travis H 25 views 2 comments 0 points Most recent by dtorg1955 December 2025Adding and Updating Accounts
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  Robinhood Brokerage Account Missing Cash Holding in the Portfolio (edited)

  rmquick25 97 views 8 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Stacked "Cost Basis vs. Gains" Visualization for Investments (edited)

  Travis H 22 views 2 comments 1 point Most recent by DryHeat December 2025Feature Requests
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  Robinhood - BTC / ETH investment tracking referencing Grayscale ETF prices (edited)

  theotherjay 318 views 27 comments 1 point Most recent by Coach Jon December 2025Investments
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  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  rosachin21k 124 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
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  How do I use Simplifi

  Closed NoraBelle 47 views 2 comments 0 points Most recent by DannyB December 2025Getting Started
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  Manually updating TSP Investments with number of shares/cost each payperiod

  Closed grahamtj01 36 views 2 comments 0 points Most recent by Coach Kristina December 2025Investments
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  Investments: Add additional decimal points for fractional shares (edited)

  jwphillips 34 views 2 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  SoFi Brokerage & IRA Account Balances

  Closed MikeZ 27 views 2 comments 1 point Most recent by MikeZ December 2025Adding and Updating Accounts
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  IRA Distributions and Qualified Distributions to Save Income Tax

  Closed SRC54 21 views 1 comment 1 point Most recent by SRC54 December 2025The Water Cooler
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  Toronto Stock Exchange Symbols Not Working

  donnajean 108 views 14 comments 0 points Most recent by Coach Jon December 2025Investments
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  New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

  Closed LJMR 70 views 9 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Baird Account Missing Holdings (edited)

  disc2120 68 views 9 comments 0 points Most recent by Coach Natalie December 2025Investments
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  Simplifi does not show total value for Coinbase accounts

  Closed dtorg1955 27 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Simplifi shows stock attributes for some Coinbase coins

  Closed dtorg1955 20 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 912 views 45 comments 34 points Most recent by flintster_99 November 2025Feature Requests
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  Investments - CVS download

  Closed neon45 31 views 2 comments 0 points Most recent by neon45 November 2025Feedback
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  Issue connecting two logins with Vanguard (edited)

  Closed Jeff C 3.3K views 134 comments 2 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Total Shareholder Return (TSR)

  Active ssoko 10 views 0 comments 2 points Started by ssoko November 2025 Feature Requests
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  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 158 views 19 comments 0 points Most recent by Coach Jon November 2025Investments
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  Investments Performance tab not displaying correctly.

  Closed jgo 77 views 7 comments 0 points Most recent by Coach Jon November 2025Report a Bug
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  Time Weighted Return + Cash Flow Transactions

  kgpreet 204 views 32 comments 1 point Most recent by Coach Natalie November 2025Report a Bug
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  SPLG holdings incorrectly labeled.

  Karim Benbourenane 117 views 11 comments 0 points Most recent by Coach Natalie November 2025Investments
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  Fidelity NetBenefits Mutual Fund Names

  ricklamb0810 259 views 20 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Portfolio Report

  Closed Adanac 19 views 2 comments 0 points Most recent by Coach Natalie November 2025Using Reports
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  Cetera and AdviceWorks

  Active bwinchester 417 views 20 comments 12 points Most recent by Coach Natalie October 2025Report Missing Financial Institution