Investments

18

Investments: Ability to download/add a cost basis and purchase date to track total gains & losses

In Progress aldas 262 views 21 comments 18 points Most recent by Bgz 2:09AMFeature Requests
Interactive Brokers LLC International Stocks Issue (edited)

james01 164 views 12 comments 1 point Most recent by Coach Natalie September 5Investments
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Investments Date Range Additions

Active Poptarts 7 views 1 comment 1 point Most recent by Coach Natalie September 4Feature Requests
73

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Add an HSA Investment account type (edited)

Active MDG39518 578 views 16 comments 73 points Most recent by SRC54 September 4Feature Requests
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Support Stock Options (edited)

Active robinsta 5 views 0 comments 1 point Started by robinsta September 3 Feature Requests
TreasuryDirect - ibond & tbond issues (edited)

Nu2Money 1.6K views 38 comments 1 point Most recent by trewbux September 1Investments
Simplifi is too complicated so I left…

ffurja 30 views 1 comment 0 points Most recent by Coach Kristina August 24Feedback
3

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Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

Active tonymfernandez 33 views 2 comments 3 points Most recent by Coach Kristina August 24Feature Requests
3

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Canada Specific Investment Account Types (edited)

Active smitp111 16 views 1 comment 3 points Most recent by BhupeshGajria August 23Feature Requests
Is connecting to Interactive Brokers no longer supported?

jjl 94 views 8 comments 0 points Most recent by Coach Kristina August 18Adding and Updating Accounts
Robinhood Performance not updating since March 7th 2024 (edited)

reddog1987 199 views 34 comments 1 point Most recent by Coach Natalie August 13Adding and Updating Accounts
22

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Investment performance comparisons (1 Merged Vote)

Active willya 122 views 10 comments 22 points Most recent by Coach Kristina August 10Feature Requests
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Add a 180 Day option to Investment Balances and Performance Graphs (edited)

Active BHazeltine 9 views 0 comments 1 point Started by BHazeltine August 10 Feature Requests
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Add 457b Retirement Account Type (edited)

Active Domino82 71 views 4 comments 7 points Most recent by mdk92 August 10Feature Requests
Issue with Workaround for Ongoing Fidelity Issues

Closed KB2014 55 views 0 comments 0 points Started by KB2014 July 27 Investments
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Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

Active cmordas 491 views 30 comments 15 points Most recent by pkBubba July 26Feature Requests
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Ability to Track Employee Pension Plans (edited)

Active EgyptianHokie 159 views 4 comments 10 points Most recent by Bartman682 July 25Feature Requests
Thrift Savings Plan - Display Lifecycle and Individual Holdings in Investments Portfolio Tab

Hackstar18 52 views 4 comments 1 point Most recent by Coach Jon July 25Investments
Edward Jones Mutual funds daily pricing not updating

Closed Clark 178 views 22 comments 0 points Most recent by Coach Natalie July 17Adding and Updating Accounts
Simplifi Investment update time and date wrong

Closed Chinstrap 7 views 1 comment 0 points Most recent by Coach Kristina July 14Report a Bug
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Schwab Retirement Technologies

Active chrisnre 120 views 4 comments 2 points Most recent by cbray July 13Report Missing Financial Institution
Allow transactions to be imported by sale of stock units...

Closed trycrmr 9 views 1 comment 1 point Most recent by Coach Natalie July 2Feedback
New York Life Investments

Answered ✓ Closed Kim2024 16 views 1 comment 0 points Most recent by Coach Natalie June 26Adding and Updating Accounts
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Cetera and AdviceWorks

Active bwinchester 205 views 11 comments 8 points Most recent by begones June 20Report Missing Financial Institution
Investments Balances Chart

Closed JK001 43 views 4 comments 0 points Most recent by DannyB June 11Investments
Investment Quotes Updates

Closed John Wells 107 views 11 comments 0 points Most recent by John Wells June 11Investments
Stock Options

Closed simpli_struggle 105 views 11 comments 0 points Most recent by Coach Jon June 10Investments
Ally Investments not showing full account value

Closed Mike2023 75 views 5 comments 1 point Most recent by eschrei June 10Adding and Updating Accounts
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Please add an investment account type for Donor Advised Funds (DAF)

Active RTK 13 views 1 comment 1 point Most recent by Coach Natalie June 10Feature Requests