Investments

Discussion List

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  Investing Holdings Data

  Answered Huemul 10 views 1 comment 0 points Most recent by UrsulaA December 3Feedback
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  Schwab Retirement Technologies

  Active chrisnre 154 views 6 comments 3 points Most recent by mbaylor December 2Report Missing Financial Institution
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  Investment Total Cost & Gains: Share your feedback here!

  Announcement Coach Natalie 1K views 60 comments 0 points Most recent by Coach Natalie December 2Feedback
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  Investment Quotes Updates

  UrsulaA 26 views 5 comments 0 points Most recent by UrsulaA December 2Investments
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  Merged: What can I do to get cost basis information from Schwab Equity Awards?

  Closed tylermdunn 3 views 0 comments 0 points Started by tylermdunn December 2 Troubleshooting
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  Handling investment values for broken links

  Answered lwyman 39 views 2 comments 0 points Most recent by lwyman November 28Investments
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  BTC / ETH investment tracking referencing Grayscale ETF prices

  theotherjay 66 views 12 comments 0 points Most recent by htrow November 27Investments
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  Manually Add Real Time Prices for Crypto

  Active Rokets34 78 views 2 comments 1 point Most recent by brianperry263 November 27Feature Requests
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  Mobile App: Keep the colors in the graphs consistent between Investments Balances and Performance

  Active L McGregor 7 views 0 comments 3 points Started by L McGregor November 21 Feature Requests
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  Add shareholder subdomain from Primerica

  Scotties 115 views 14 comments 2 points Most recent by Coach Jon November 21Adding and Updating Accounts
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  Add a column that shows the percent of total for each position held in your portfolio (edited)

  Active bretstu 15 views 1 comment 4 points Most recent by Lytol November 20Feature Requests
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  Buy/Sell Investment Transactions don't update Holdings

  akogan 14 views 1 comment 0 points Most recent by Coach Jon November 20Feedback
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  Show Cash Balances separately in Portfolio and Balances sections of Investments (edited)

  Active ANDERMY 25 views 2 comments 1 point Most recent by Coach Natalie November 20Feature Requests
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  Add support for the CBOE Canada (NEO) Exchange (edited)

  Active akogan 17 views 1 comment 1 point Most recent by Coach Natalie November 20Feature Requests
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  On my Robinhood Investment account, margin account debits show up as a positive number (edited)

  Dan6912 13 views 1 comment 0 points Most recent by Coach Jon November 18Adding and Updating Accounts
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  TreasuryDirect converted bonds incorrect balance

  trewbux 37 views 6 comments 1 point Most recent by Coach Natalie November 18Adding and Updating Accounts
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  TreasuryDirect - ibond & tbond issues (edited)

  Closed Nu2Money 1.8K views 48 comments 1 point Most recent by Coach Natalie November 15Investments
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  Manual Investment Account isn't updating in Balances, Performance, or Net Worth Report (edited)

  brianperry263 163 views 25 comments 0 points Most recent by Coach Natalie November 13Adding and Updating Accounts
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  Ability to manage Investment Categories under Settings (edited)

  Active FutureEye 53 views 1 comment 4 points Most recent by mb996 November 8Feature Requests
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  Dashboard - Holdings Tile - Restore Functionality Prior to Top Movers (edited)

  Active today32 10 views 0 comments 1 point Started by today32 November 2 Feature Requests
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  Investments

  Closed Dafelhandler 17 views 1 comment 1 point Most recent by Coach Natalie October 31Feedback
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  Investment performance comparisons (1 Merged Vote)

  Active willya 131 views 11 comments 23 points Most recent by ebig123321 October 28Feature Requests
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  Introducing Investment Transactions -- Share your feedback here!

  Closed Coach Nicole 1.9K views 59 comments 7 points Most recent by Coach Natalie October 25Feedback
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  Merged: Helpful

  Closed BHazeltine 5 views 0 comments 1 point Most recent by DannyB October 22Feedback
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  Investment Tab Upgrades

  Active adizzlefoto 145 views 9 comments 11 points Most recent by DPLowsley October 20Feature Requests
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  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 213 views 2 comments 16 points Most recent by cweiland October 17Feature Requests
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  Manually Tracking Crypto

  Answered ✓ Closed anold 58 views 3 comments 0 points Most recent by Coach Natalie October 16Investments
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  Cost basis not updating

  Closed krmjo 33 views 4 comments 0 points Most recent by krmjo October 15Report a Bug
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  "Cost Basis Feedback" Banner steals focus from search field on Investment Page

  Closed RockLee 30 views 5 comments 0 points Most recent by DannyB October 11Report a Bug