Investments

Discussion List

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  Merged: Group Transfers

  Jurgo 1 view 0 comments 1 point Started by Jurgo January 2024 Feature Requests
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  Way to post a Series I Savings Bond in investments

  Closed tully 209 views 1 comment 1 point Most recent by Coach Natalie January 2024Investments
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  Merged: Ability to turn on/off live investment for accurate net worth

  Eddie0272 1 view 0 comments 1 point Started by Eddie0272 January 2024 Feature Requests
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  Treasurydirect.gov Connection Problems

  Closed whyme 257 views 6 comments 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
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  Index Funds

  Answered ✓ Closed stevet7717 31 views 1 comment 0 points Most recent by UrsulaA January 2024Investments
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  Add a Categories/Labels Column to the Investments Portfolio (edited)

  Active james01 32 views 1 comment 1 point Most recent by Coach Natalie January 2024Feature Requests
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  Ability to add Notes to Investment Holdings and Cash (edited)

  Active Randy1234 32 views 0 comments 1 point Started by Randy1234 January 2024 Feature Requests
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  Investment holdings floating point number math error

  Closed molehill6804 13 views 1 comment 0 points Most recent by Coach Natalie January 2024Report a Bug
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  T. Rowe Price Workplace Retirement Account Aggregation

  Closed Havensd74 175 views 9 comments 1 point Most recent by Coach Natalie January 2024Investments
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  Fidelity Balances

  Closed Msr131 427 views 14 comments 0 points Most recent by RobWilk January 2024Troubleshooting
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  Investment holding price data wrong after new year?

  Closed botjnilt 25 views 2 comments 0 points Most recent by botjnilt January 2024Investments
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  Request to Connect to Morgan Stanley

  Closed mthoman1 282 views 2 comments 0 points Most recent by mthoman1 January 2024Adding and Updating Accounts
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  Merged: Ability to export Investment transactions like regular transactions

  freckle14 1 view 0 comments 1 point Started by freckle14 December 2023 Feature Requests
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  Merged: Investment Holdings Breakdown

  ds824 1 view 0 comments 1 point Started by ds824 December 2023 Feature Requests
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  Horizontal bar chart option for Investment Performance IRR view (edited)

  Active Tony Kirk 32 views 1 comment 1 point Most recent by Coach Natalie December 2023Feature Requests
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  Merged: Kelly Blue Book integration to track value of vehicles

  Cory Lewis 1 view 0 comments 1 point Started by Cory Lewis December 2023 Feature Requests
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  Merged: Zillow / Redfin integration to automatically track real estate values

  Cory Lewis 1 view 0 comments 1 point Started by Cory Lewis December 2023 Feature Requests