Investments

Discussion List

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  Baird Account Missing Holdings (edited)

  disc2120 78 views 11 comments 0 points Most recent by Coach Natalie February 16Investments
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  [RESOLVED] 2/6/26: FRGXX and FZFXX Share Price Incorrect

  Closed Coach Jon 49 views 1 comment 0 points Most recent by Coach Natalie February 16Known Product Issues
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  Kraken not tracking stocks holding correctly

  tjipz 68 views 10 comments 0 points Most recent by Coach Jon February 11Adding and Updating Accounts
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  Temporary Double Counting of Investment Transfer Between Accounts

  nrp06 101 views 18 comments 0 points Most recent by DryHeat February 10Investments
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  FRGXX share price incorrect

  disc2120 61 views 8 comments 0 points Most recent by SRC54 February 6Report a Bug
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  Cetera and AdviceWorks

  Active bwinchester 452 views 21 comments 12 points Most recent by ckochosky February 6Report Missing Financial Institution
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  Merged: Kraken not tracking stocks holding correctly

  Closed tjipz 2 views 0 comments 0 points Started by tjipz February 6 Adding and Updating Accounts
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  How to manually add monthly investment balances?

  Answered ✓ DSJ 28 views 5 comments 0 points Most recent by SRC54 February 6Investments
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  Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

  Active Bob2763 10 views 0 comments 1 point Started by Bob2763 February 5 Feature Requests
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  Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

  cyberstackn 50 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 49 views 3 comments 5 points Most recent by bsmorovitz February 3Feature Requests
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  Add shareholder subdomain from Primerica

  Scotties 501 views 38 comments 2 points Most recent by Coach Natalie February 2Adding and Updating Accounts
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  Stocks from my E*TRADE account don't show up as investments in Simplifi

  vladinator 25 views 4 comments 0 points Most recent by vladinator January 31Adding and Updating Accounts
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  Manually entered investment account - how to update balance? (edited)

  Answered ✓ luthergail 44 views 4 comments 0 points Most recent by luthergail January 28Adding and Updating Accounts
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  Balance in Investment portfolio page is incorrect (edited)

  Shahar 14 views 1 comment 0 points Most recent by Coach Jon January 27Adding and Updating Accounts
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  Coinbase Sync Ticker Causing Massive Valuation Errors in Investment Performance (edited)

  Travis H 59 views 3 comments 0 points Most recent by alexsbank January 20Adding and Updating Accounts
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  Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

  Active DannyB 101 views 3 comments 9 points Most recent by SRC54 January 15Feature Requests
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  Add new Investment Account CalSavers Traditional and Roth IRA

  Closed steph5471 13 views 1 comment 1 point Most recent by Coach Kristina January 10Adding and Updating Accounts
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  Robinhood - BTC / ETH investment tracking referencing Grayscale ETF prices (edited)

  theotherjay 362 views 28 comments 1 point Most recent by Smile and Dance January 10Investments
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  Should I make Valic/AIG Accounts Manual? How do I update the value manually? (edited)

  Answered ✓ Closed N4KHQ 54 views 8 comments 0 points Most recent by N4KHQ January 8Adding and Updating Accounts
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  Ability to add Tags to Investment Holdings (edited)

  TRS_One 12 views 1 comment 3 points Most recent by Coach Natalie January 8Feature Requests
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  Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)

  Active TGP 404 views 16 comments 48 points Most recent by TRS_One January 8Feature Requests
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  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 428 views 4 comments 27 points Most recent by rmarcus88 December 2025Feature Requests
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  Robinhood Brokerage Account Missing Cash Holding in the Portfolio (edited)

  Closed rmquick25 120 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 24 views 2 comments 1 point Most recent by DryHeat December 2025Feature Requests
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  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  Closed rosachin21k 136 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
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  How do I use Simplifi

  Closed NoraBelle 59 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 43 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 32 views 2 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  SoFi Brokerage & IRA Account Balances

  Closed MikeZ 37 views 2 comments 1 point Most recent by MikeZ December 2025Adding and Updating Accounts