Investments

Chase Bank Checking classified as Investment Account

JAXmultiplat 7 views 0 comments 0 points Started by JAXmultiplat April 18 Adding and Updating Accounts

Unable to find WBREOX in the holdings list (edited)

jmqn7 28 views 3 comments 0 points Most recent by Coach Jon April 17Investments

24

Ability to remove 'Related News' from Investments Portfolio

Completed mcnbmcnb 284 views 16 comments 24 points Most recent by Coach Natalie April 16Feature Requests

25

Investment performance comparisons (1 Merged Vote)

Active willya 167 views 13 comments 25 points Most recent by gerard143 April 12Feature Requests

Improve the look of the lines on the investment performance chart and include S&P 500 comparison

gerard143 17 views 1 comment 0 points Most recent by Coach Natalie April 8Feedback

Stocks from my E*TRADE account don't show up as investments in Simplifi / FDP-141 (edited)

vladinator 94 views 14 comments 0 points Most recent by Coach Jon April 2Adding and Updating Accounts

Alight - Abbott Laboratories. - "Something went wrong" error (edited)

Nate Simons 204 views 20 comments 0 points Most recent by Coach Jon April 1Adding and Updating Accounts

4

Schwab Retirement Technologies

Active chrisnre 223 views 7 comments 4 points Most recent by SimplifyQuestions March 22Report Missing Financial Institution or Biller

34

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

Active cmordas 1K views 46 comments 34 points Most recent by nopenopenopenopenope March 14Feature Requests

Financial News panel on Investments page (edited)

Closed Elroyo 24 views 2 comments 0 points Most recent by Coach Natalie March 12Feedback

How to manage unvested RSUs in Schwab

Answered ✓ Closed MarineMan72 25 views 1 comment 0 points Most recent by Coach Jon March 11Adding and Updating Accounts

1

Add security symbol CDAY to holdings database (edited)

Active grant.souter 1 view 0 comments 1 point Most recent by grant.souter March 9Feature Requests

Cannot get investment Performance to show anything

Closed jbaker5400 21 views 2 comments 0 points Most recent by jbaker5400 March 7Investments

Help with editing Investment Transaction transfers (edited)

Closed N4KHQ 42 views 7 comments 0 points Most recent by SRC54 March 7Using Transfers

Balance history incorrect after removing/adding holding

Closed bling 21 views 1 comment 0 points Most recent by Coach Jon March 6Troubleshooting

2

Save last used sort for investments portfolio (edited)

Active disc2120 12 views 0 comments 2 points Most recent by disc2120 March 5Feature Requests

new investing action suggestions (edited)

Closed Hornet439 21 views 2 comments 0 points Most recent by neon45 March 5Investments

Robinhood - BTC / ETH investment tracking referencing Grayscale ETF prices (edited)

theotherjay 432 views 30 comments 2 points Most recent by Coach Jon March 4Investments

Crypto holdings downloading incorrectly from Coinbase and Robinhood (edited)

Closed Joelbryant1960 28 views 2 comments 0 points Most recent by Joelbryant1960 March 3Adding and Updating Accounts

Manual Investment Account Balance Different Between Accounts List and Portfolio (edited)

Closed pastchief8 22 views 5 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts

Fidelity accounts holdings messed up this morning (edited)

Closed SRC54 33 views 1 comment 0 points Most recent by Coach Natalie February 25Adding and Updating Accounts

12

Cetera and AdviceWorks

Active bwinchester 520 views 22 comments 12 points Most recent by pastchief8 February 25Report Missing Financial Institution or Biller

Coinbase / Stock Symbol Mixup

Closed MatthewR 24 views 2 comments 0 points Most recent by MatthewR February 24Adding and Updating Accounts

Baird Account Missing Holdings (edited)

Closed disc2120 93 views 14 comments 0 points Most recent by Coach Natalie February 20Investments

Investment Report Request: Heat Map

Closed bsmorovitz 22 views 1 comment 1 point Most recent by Coach Jon February 19Investments

Kraken not tracking stocks holding correctly

tjipz 90 views 10 comments 0 points Most recent by Coach Jon February 11Adding and Updating Accounts

Temporary Double Counting of Investment Transfer Between Accounts

Closed nrp06 156 views 18 comments 0 points Most recent by DryHeat February 10Investments

FRGXX share price incorrect

Closed disc2120 62 views 8 comments 0 points Most recent by SRC54 February 6Report a Bug

Merged: Kraken not tracking stocks holding correctly

Closed tjipz 1 view 0 comments 0 points Most recent by tjipz February 6Adding and Updating Accounts

Investments

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