Investments

Discussion List

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  Investment portfolio account balance surprises

  Closed Jfreds 24 views 3 comments 0 points Most recent by Coach Natalie October 1Adding and Updating Accounts
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  Ability to remove 'Related News' from Investments Portfolio

  Active mcnbmcnb 93 views 3 comments 7 points Most recent by bestwiz September 28Feature Requests
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  3

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  Support Stock Options (edited)

  Active robinsta 13 views 1 comment 3 points Most recent by SimpliJSHL September 27Feature Requests
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  Time Weighted Return + Cash Flow Transactions

  kgpreet 149 views 30 comments 1 point Most recent by kgpreet September 25Report a Bug
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  Robinhood Performance not updating since March 7th 2024 (edited)

  reddog1987 227 views 35 comments 1 point Most recent by reddog1987 September 23Adding and Updating Accounts
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  Merged: TWR Including Cash Transactions

  Closed UrsulaA 19 views 0 comments 0 points Most recent by UrsulaA September 23Troubleshooting
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  Investments stillllll need to be changed to payments

  Closed neon45 35 views 5 comments 0 points Most recent by neon45 September 19Feedback
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  Closed accounts still show up in Investments

  Closed LakGoy 12 views 1 comment 0 points Most recent by Coach Jon September 17Report a Bug
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  Changes to Investments

  Closed lwyman 22 views 1 comment 0 points Most recent by Coach Jon September 16Feedback
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  PA529 Invest *STILL* broken, over a year later

  Closed Diver4242 16 views 1 comment 0 points Most recent by Coach Kristina September 15Adding and Updating Accounts
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  18
  Investments: Ability to download/add a cost basis and purchase date to track total gains & losses

  Completed Closed aldas 307 views 22 comments 18 points Most recent by Coach Natalie September 12Feature Requests
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  Wealthfront Direct indexing individual stocks

  Closed Vecozuhu 27 views 5 comments 0 points Most recent by Coach Natalie September 12Investments
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  Interactive Brokers LLC International Stocks Issue (edited)

  Closed james01 182 views 13 comments 1 point Most recent by Coach Natalie September 10Investments
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  Add an HSA Investment account type (edited)

  Active MDG39518 620 views 16 comments 75 points Most recent by SRC54 September 4Feature Requests
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  Simplifi is too complicated so I left…

  Closed ffurja 37 views 1 comment 0 points Most recent by Coach Kristina August 24Feedback
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 37 views 2 comments 3 points Most recent by Coach Kristina August 24Feature Requests
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  Canada Specific Investment Account Types (edited)

  Active smitp111 24 views 1 comment 4 points Most recent by BhupeshGajria August 23Feature Requests
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  Is connecting to Interactive Brokers no longer supported?

  Closed jjl 152 views 8 comments 0 points Most recent by Coach Kristina August 18Adding and Updating Accounts
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  Add a 180 Day option to Investment Balances and Performance Graphs (edited)

  Active BHazeltine 11 views 0 comments 1 point Started by BHazeltine August 10 Feature Requests
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  Issue with Workaround for Ongoing Fidelity Issues

  Closed KB2014 70 views 0 comments 0 points Started by KB2014 July 27 Investments
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 514 views 30 comments 15 points Most recent by pkBubba July 26Feature Requests
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  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 173 views 4 comments 10 points Most recent by Bartman682 July 25Feature Requests
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  Thrift Savings Plan - Display Lifecycle and Individual Holdings in Investments Portfolio Tab

  Hackstar18 73 views 4 comments 1 point Most recent by Coach Jon July 25Investments
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  Edward Jones Mutual funds daily pricing not updating

  Closed Clark 183 views 22 comments 0 points Most recent by Coach Natalie July 17Adding and Updating Accounts
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  Simplifi Investment update time and date wrong

  Closed Chinstrap 9 views 1 comment 0 points Most recent by Coach Kristina July 14Report a Bug
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  Allow transactions to be imported by sale of stock units...

  Closed trycrmr 11 views 1 comment 1 point Most recent by Coach Natalie July 2Feedback
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  New York Life Investments

  Answered ✓ Closed Kim2024 18 views 1 comment 0 points Most recent by Coach Natalie June 26Adding and Updating Accounts
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  Cetera and AdviceWorks

  Active bwinchester 220 views 11 comments 8 points Most recent by begones June 20Report Missing Financial Institution