Investments

Discussion List

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  Add security symbol CDAY to holdings database (edited)

  Active grant.souter 5 views 0 comments 1 point Started by grant.souter March 9 Feature Requests
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  Cannot get investment Performance to show anything

  jbaker5400 15 views 2 comments 0 points Most recent by jbaker5400 March 7Investments
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  Help with editing Investment Transaction transfers (edited)

  Answered N4KHQ 37 views 7 comments 0 points Most recent by SRC54 March 7Using Transfers
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  Balance history incorrect after removing/adding holding

  bling 18 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 Started by disc2120 March 5 Feature Requests
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  new investing action suggestions (edited)

  Hornet439 21 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 390 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 15 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 159 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)

  pastchief8 24 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)

  SRC54 24 views 1 comment 0 points Most recent by Coach Natalie February 25Adding and Updating Accounts
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  Cetera and AdviceWorks

  Active bwinchester 465 views 22 comments 12 points Most recent by pastchief8 February 25Report Missing Financial Institution or Biller
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  Coinbase / Stock Symbol Mixup

  MatthewR 17 views 2 comments 0 points Most recent by MatthewR February 24Adding and Updating Accounts
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  Baird Account Missing Holdings (edited)

  disc2120 92 views 14 comments 0 points Most recent by Coach Natalie February 20Investments
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  Stocks from my E*TRADE account don't show up as investments in Simplifi / FDP-141 (edited)

  vladinator 66 views 10 comments 0 points Most recent by Coach Jon February 20Adding and Updating Accounts
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  Investment Report Request: Heat Map

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

  tjipz 82 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 107 views 18 comments 0 points Most recent by DryHeat February 10Investments
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  FRGXX share price incorrect

  Closed disc2120 64 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 Started by tjipz February 6 Adding and Updating Accounts
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  How to manually add monthly investment balances?

  Answered ✓ Closed DSJ 36 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 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]

  Closed cyberstackn 57 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 62 views 3 comments 5 points Most recent by bsmorovitz February 3Feature Requests
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  Add shareholder subdomain from Primerica

  Scotties 570 views 38 comments 2 points Most recent by Coach Natalie February 2Adding and Updating Accounts
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  Manually entered investment account - how to update balance? (edited)

  Answered ✓ Closed luthergail 50 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)

  Closed Shahar 16 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)

  Closed Travis H 80 views 3 comments 0 points Most recent by alexsbank January 20Adding and Updating Accounts
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  9

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  Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

  Active DannyB 103 views 3 comments 9 points Most recent by SRC54 January 15Feature Requests