Investments

Discussion List

• 
  Should I make Valic/AIG Accounts Manual? How do I update the value manually? (edited)

  Answered ✓ N4KHQ 41 views 8 comments 0 points Most recent by N4KHQ January 8Adding and Updating Accounts
• 
  2

  Up Down
  Ability to add Tags to Investment Holdings (edited)

  TRS_One 15 views 1 comment 2 points Most recent by Coach Natalie January 8Feature Requests
• 
  46

  Up Down
  Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)

  Active TGP 390 views 16 comments 46 points Most recent by TRS_One January 8Feature Requests
• 
  4

  Up Down
  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 36 views 2 comments 4 points Most recent by HMagh January 6Feature Requests
• 
  26

  Up Down
  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 411 views 4 comments 26 points Most recent by rmarcus88 December 2025Feature Requests
• 
  Coinbase Sync Ticker Causing Massive Valuation Errors in Investment Performance (edited)

  Travis H 27 views 2 comments 0 points Most recent by dtorg1955 December 2025Adding and Updating Accounts
• 
  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
• 
  1

  Up Down
  Stacked "Cost Basis vs. Gains" Visualization for Investments (edited)

  Travis H 24 views 2 comments 1 point Most recent by DryHeat December 2025Feature Requests
• 
  Robinhood - BTC / ETH investment tracking referencing Grayscale ETF prices (edited)

  theotherjay 323 views 27 comments 1 point Most recent by Coach Jon December 2025Investments
• 
  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
• 
  How do I use Simplifi

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

  Closed grahamtj01 37 views 2 comments 0 points Most recent by Coach Kristina December 2025Investments
• 
  3

  Up Down
  Investments: Add additional decimal points for fractional shares (edited)

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

  Closed MikeZ 28 views 2 comments 1 point Most recent by MikeZ December 2025Adding and Updating Accounts
• 
  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
• 
  Toronto Stock Exchange Symbols Not Working

  donnajean 109 views 14 comments 0 points Most recent by Coach Jon December 2025Investments
• 
  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
• 
  Baird Account Missing Holdings (edited)

  disc2120 69 views 9 comments 0 points Most recent by Coach Natalie December 2025Investments
• 
  Simplifi does not show total value for Coinbase accounts

  Closed dtorg1955 28 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  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
• 
  34

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

  Active cmordas 923 views 45 comments 34 points Most recent by flintster_99 November 2025Feature Requests
• 
  Investments - CVS download

  Closed neon45 32 views 2 comments 0 points Most recent by neon45 November 2025Feedback
• 
  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
• 
  2

  Up Down
  Total Shareholder Return (TSR)

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

  The Merg 162 views 19 comments 0 points Most recent by Coach Jon November 2025Investments
• 
  Investments Performance tab not displaying correctly.

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

  kgpreet 210 views 32 comments 1 point Most recent by Coach Natalie November 2025Report a Bug
• 
  SPLG holdings incorrectly labeled.

  Karim Benbourenane 124 views 11 comments 0 points Most recent by Coach Natalie November 2025Investments
• 
  Fidelity NetBenefits Mutual Fund Names

  ricklamb0810 266 views 20 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts