Investments

2

Manually Add Real Time Prices for Crypto

Active Rokets34 174 views 3 comments 2 points Most recent by Coach Natalie October 21Feature Requests

1

Ability to designate specific holdings/funds as a Savings Goal (edited)

Active Indecision 23 views 0 comments 1 point Started by Indecision October 19 Feature Requests

5

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

Active jwphillips 50 views 3 comments 5 points Most recent by jjjjjj October 16Feature Requests

8

Ability to Download or Export Portfolio Holdings (edited)

Active Dcosmo624 180 views 4 comments 8 points Most recent by jrall411 October 13Feature Requests

Merged: Please Add 'Alight' - Employee 401k for UBS Employees

Closed dburks 11 views 0 comments 1 point Started by dburks October 12 Report Missing Financial Institution or Biller

Manual brokerage account balances not updating in the Accounts List unless a change is made (edited)

6yRgneud 259 views 9 comments 0 points Most recent by Coach Aldair October 8Troubleshooting

Investments no longer show daily gains and bond total price is incorrect (edited)

HMagh 96 views 8 comments 0 points Most recent by Coach Natalie October 7Troubleshooting

US Treasury Bonds are Not Displaying correctly on Portfolio Tab

Danimal 104 views 5 comments 0 points Most recent by Coach Aldair October 7Troubleshooting

Does Simplifi include manually entered investment cash flow transactions in IRR calculations?

Answered juddmd31 91 views 7 comments 0 points Most recent by Coach Natalie October 6Investments

Morgan Stanley/Smith Barney accounts have incorrect balances, market value, and holdings data

dndsieg17 109 views 5 comments 0 points Most recent by Coach Natalie October 5Adding and Updating Accounts

Investments tab summary Total gain does not equal the sum of the individual holdings’ Total gain

Oogway 181 views 11 comments 0 points Most recent by Coach Aldair October 3Troubleshooting

Do manual investment accounts require ongoing holding updates? (Edited)

Answered lynchbro 85 views 1 comment 0 points Most recent by Coach Aldair September 26Investments

Manually added holdings with no ticker have been combined into a single holdings line (edited)

JeffCB 190 views 9 comments 0 points Most recent by Coach Natalie September 23Troubleshooting

16

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

Active tonymfernandez 288 views 13 comments 16 points Most recent by mythdirection September 21Feature Requests

The plus/minus dollar amount shown for holdings is for a single share, not all shares owned (edited)

Closed LEBATO 229 views 11 comments 0 points Most recent by Coach Aldair September 16Troubleshooting

10

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

Active DannyB 154 views 4 comments 10 points Most recent by SmittyVA September 16Feature Requests

Fidelity bond holdings 100x too high (edited)

Closed vladinator 134 views 6 comments 0 points Most recent by Coach Natalie September 15Investments

Raymond James cost basis stopped syncing on one Simplifi account

Closed ExtraGloves 68 views 3 comments 0 points Most recent by Coach Natalie September 14Adding and Updating Accounts

Investments Screen: Please Restore Total Market Value Change

Closed Alpher 53 views 1 comment 0 points Most recent by Coach Aldair September 12Investments

Vanguard brokerage Tbill investment suddenly showing 100x true value in investments

Closed RobI 102 views 6 comments 0 points Most recent by RobI September 12Troubleshooting

Morgan Stanley CashPlus account handling

Closed jbaker5400 82 views 1 comment 0 points Most recent by Coach Aldair September 11Adding and Updating Accounts

T. Rowe Price Retirement Accounts Missing Holdings

Closed The Merg 482 views 27 comments 0 points Most recent by The Merg September 10Investments

Holdings have disappeared from my Netx Investor account

Closed phlsphr 100 views 5 comments 0 points Most recent by Coach Natalie September 9Adding and Updating Accounts

42

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

Active cmordas 1.8K views 55 comments 42 points Most recent by Coach Natalie September 8Feature Requests

ZEC symbol pulls incorrect price

Closed dshap84 38 views 1 comment 0 points Most recent by SRC54 September 7Investments

ONGOING 7/7/26: Fidelity investment accounts displaying incorrect Cost Basis

Coach Kristina 430 views 1 comment 0 points Most recent by Coach Natalie September 2Current Online Banking Issues

2

Add “Balance end of month” line items to Investments Balances (edited)

Active okc resident 61 views 3 comments 2 points Most recent by Coach Natalie September 2Feature Requests

Robinhood - BTC / ETH investment tracking referencing Grayscale ETF prices (edited)

Closed theotherjay 896 views 36 comments 2 points Most recent by Snipes September 2Investments

3

Ability to set a custom default view for the Investments Performance tab (edited)

Active pbryn1983 46 views 1 comment 3 points Most recent by SRC54 September 1Feature Requests

HSA Bank - HSA Invest account is missing/no holdings data (edited)

Closed The Merg 1.1K views 63 comments 1 point Most recent by Coach Natalie August 31Adding and Updating Accounts

Investments

Discussion List