Investments

Discussion List

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  Merged: Total gain/loss and cost basis for brokerage and retirement accounts

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

  Jurgo 1 view 0 comments 1 point Most recent by Jurgo January 2024Feature Requests
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  Merged: Ability to turn on/off live investment for accurate net worth

  Eddie0272 1 view 0 comments 1 point Most recent by Eddie0272 January 2024Feature Requests
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  Add a Categories/Labels Column to the Investments Portfolio (edited)

  Active james01 33 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 31 views 0 comments 1 point Most recent by Randy1234 January 2024Feature Requests
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  Merged: Ability to export Investment transactions like regular transactions

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

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

  Active Tony Kirk 37 views 1 comment 1 point Most recent by Coach Natalie December 2023Feature Requests