Investments

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Add sparklines for accounts and investment holdings

Active jsy42 30 views 4 comments 1 point Most recent by jsy42 April 2024Feature Requests
Merged: Can't sync Shareworks Solium account (Morgan Stanley)

votr 1 view 0 comments 1 point Most recent by votr March 2024Report Missing Financial Institution or Biller
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Please add Thrivent Mutual Funds (edited)

Active JerTech 175 views 6 comments 1 point Most recent by JerTech March 2024Report Missing Financial Institution or Biller
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Ability to track short positions in the Investments Portfolio

Active System 108 views 7 comments 2 points Most recent by SimpliJSHL March 2024Feature Requests
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Ability to Subtotal by Account Type in the Investments Tab (edited)

Active alkaboy 24 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 Most recent by alkaboy February 2024Feature Requests
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Default 'closed' investment accounts as unselected in the Investment pages (edited)

Active Wedo778 34 views 0 comments 4 points Most recent by Wedo778 February 2024Feature Requests