Investments

Discussion List

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

  vladinator 83 views 13 comments 0 points Most recent by Coach Jon 5:12PMAdding and Updating Accounts
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  Schwab Retirement Technologies

  Active chrisnre 227 views 7 comments 4 points Most recent by SimplifyQuestions March 22Report Missing Financial Institution or Biller
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 1K views 46 comments 36 points Most recent by nopenopenopenopenope March 14Feature Requests
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  Ability to remove 'Related News' from Investments Portfolio

  Active mcnbmcnb 271 views 15 comments 24 points Most recent by DryHeat March 12Feature Requests
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  Financial News panel on Investments page (edited)

  Elroyo 21 views 2 comments 0 points Most recent by Coach Natalie March 12Feedback
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  How to manage unvested RSUs in Schwab

  Answered ✓ MarineMan72 22 views 1 comment 0 points Most recent by Coach Jon March 11Adding and Updating Accounts
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  Add security symbol CDAY to holdings database (edited)

  Active grant.souter 7 views 0 comments 1 point Most recent by grant.souter March 9Feature Requests
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  Cannot get investment Performance to show anything

  jbaker5400 16 views 2 comments 0 points Most recent by jbaker5400 March 7Investments
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  Help with editing Investment Transaction transfers (edited)

  N4KHQ 45 views 7 comments 0 points Most recent by SRC54 March 7Using Transfers
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  Balance history incorrect after removing/adding holding

  bling 20 views 1 comment 0 points Most recent by Coach Jon March 6Troubleshooting
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  Save last used sort for investments portfolio (edited)

  Active disc2120 11 views 0 comments 2 points Most recent by disc2120 March 5Feature Requests
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  new investing action suggestions (edited)

  Hornet439 24 views 2 comments 0 points Most recent by neon45 March 5Investments
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  Robinhood - BTC / ETH investment tracking referencing Grayscale ETF prices (edited)

  theotherjay 403 views 30 comments 2 points Most recent by Coach Jon March 4Investments
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  Crypto holdings downloading incorrectly from Coinbase and Robinhood (edited)

  Joelbryant1960 22 views 2 comments 0 points Most recent by Joelbryant1960 March 3Adding and Updating Accounts
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  Investment performance comparisons (1 Merged Vote)

  Active willya 161 views 12 comments 24 points Most recent by Earlsrock February 27Feature Requests
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  Manual Investment Account Balance Different Between Accounts List and Portfolio (edited)

  Closed pastchief8 28 views 5 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts
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  Fidelity accounts holdings messed up this morning (edited)

  Closed SRC54 34 views 1 comment 0 points Most recent by Coach Natalie February 25Adding and Updating Accounts
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  Cetera and AdviceWorks

  Active bwinchester 487 views 22 comments 12 points Most recent by pastchief8 February 25Report Missing Financial Institution or Biller
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  Coinbase / Stock Symbol Mixup

  Closed MatthewR 26 views 2 comments 0 points Most recent by MatthewR February 24Adding and Updating Accounts
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  Baird Account Missing Holdings (edited)

  Closed disc2120 98 views 14 comments 0 points Most recent by Coach Natalie February 20Investments
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  Investment Report Request: Heat Map

  Closed bsmorovitz 21 views 1 comment 1 point Most recent by Coach Jon February 19Investments
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  Kraken not tracking stocks holding correctly

  tjipz 86 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

  Closed nrp06 125 views 18 comments 0 points Most recent by DryHeat February 10Investments
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  FRGXX share price incorrect

  Closed disc2120 65 views 8 comments 0 points Most recent by SRC54 February 6Report a Bug
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  Merged: Kraken not tracking stocks holding correctly

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

  Answered ✓ Closed DSJ 39 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 13 views 0 comments 2 points Most recent by Bob2763 February 5Feature Requests
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  Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

  Closed cyberstackn 58 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 71 views 3 comments 5 points Most recent by bsmorovitz February 3Feature Requests