Investments

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Ability to track short positions in the Investments Portfolio

Active System 73 views 7 comments 2 points Most recent by SimpliJSHL March 2024Feature Requests
3

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Ability to Subtotal by Account Type in the Investments Tab (edited)

Active alkaboy 21 views 1 comment 3 points Most recent by Kim E February 2024Feature Requests
Merged: Separate out more Investment Account Types from Other subtotals

alkaboy 1 view 0 comments 1 point Started by alkaboy February 2024 Feature Requests
4

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Default 'closed' investment accounts as unselected in the Investment pages (edited)

Active Wedo778 31 views 0 comments 4 points Started by Wedo778 February 2024 Feature Requests
20

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Pie Charts & Graphs for Investments Holdings

Active TGP 124 views 5 comments 20 points Most recent by Scottp925 February 2024Feature Requests
4

Ability to import net worth data for investment accounts

Already Offered Closed UrsulaA 293 views 16 comments 4 points Most recent by FutureEye February 2024Feature Requests
Merged: Total gain/loss and cost basis for brokerage and retirement accounts

Bgz 51 views 0 comments 3 points Started by Bgz January 2024 Feature Requests
Merged: Group Transfers

Jurgo 1 view 0 comments 1 point Started by Jurgo January 2024 Feature Requests
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