Investments

Discussion List

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  Portfolio Report

  Closed Adanac 19 views 2 comments 0 points Most recent by Coach Natalie November 2025Using Reports
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  12

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  Cetera and AdviceWorks

  Active bwinchester 419 views 20 comments 12 points Most recent by Coach Natalie October 2025Report Missing Financial Institution
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  SoFi Roth & Brokerage Balances Are Not Current

  Closed MikeZ 68 views 9 comments 0 points Most recent by SRC54 October 2025Adding and Updating Accounts
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  12

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  Simple vs Complete Investment Tracking

  Active AaronJB 374 views 15 comments 12 points Most recent by MikeZ October 2025Feature Requests
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  9

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  Investment balances should be consistent across the app

  Active sprugman 198 views 7 comments 9 points Most recent by MikeZ October 2025Feature Requests
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  MetLife insurance market value is wrong

  Closed EricH 14 views 1 comment 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts
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  4

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  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 29 views 2 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  108

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  Add an HSA Investment account type (edited)

  In Review MDG39518 991 views 22 comments 108 points Most recent by Marquette42 October 2025Feature Requests
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  Android Widget Investments Percent Change Error (edited)

  Closed gfestian 11 views 1 comment 0 points Most recent by Coach Jon October 2025Report a Bug
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  4

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  Mobile App: Persistent Views in Investments (edited)

  Active HappyNorml 18 views 1 comment 4 points Most recent by RobWilk October 2025Feature Requests
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  10

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  Add 457b Retirement Account Type (edited)

  Active Domino82 105 views 8 comments 10 points Most recent by RobWilk October 2025Feature Requests
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  21

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  Ability to remove 'Related News' from Investments Portfolio

  Active mcnbmcnb 235 views 14 comments 21 points Most recent by HappyNorml October 2025Feature Requests
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  Invalid Symbol for BRKB

  Closed SimplifyUserK 86 views 15 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Alight - Abbott Laboratories. - "Something went wrong" error (edited)

  Nate Simons 179 views 19 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  How to find total cost for investment page?

  Closed bccoleman 20 views 1 comment 0 points Most recent by DannyB October 2025Investments
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  Morgan Stanley Brokerage Accounts - "No Holdings Found" (edited)

  Closed RichardFritts 69 views 10 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  $275k fictitious loss on NVIDIA today

  Closed hjanum 57 views 3 comments 0 points Most recent by Coach Jon September 2025Investments
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  Add Projected Cash Flow for Investment Accounts (edited)

  Active MikeZ 17 views 0 comments 2 points Started by MikeZ September 2025 Feature Requests
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  TreasuryDirect converted bonds incorrect balance

  Closed trewbux 168 views 35 comments 2 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 48 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
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  Investments widget shows an incorrect daily change due to rounding wrong (edited)

  Closed timmy5685 101 views 17 comments 0 points Most recent by Coach Jon September 2025Troubleshooting
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  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 17 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Kraken not tracking stocks holding correctly

  Closed tjipz 29 views 0 comments 0 points Started by tjipz September 2025 Adding and Updating Accounts
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  Charles Schwab Account Linking Issues in Quicken Simplifi

  Closed daldens 64 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Updating Manual Investment Account Balances (edited)

  Answered ✓ Closed Dick_Davis 45 views 2 comments 0 points Most recent by Dick_Davis September 2025Investments
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  Android Investments widget shows change % incorrectly (edited)

  Closed tweir 6 views 1 comment 0 points Most recent by Coach Jon September 2025Report a Bug
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  Investment feature request: to allow for the investment portfolio page (holdings) be exported to csv

  Closed nrp06 6 views 1 comment 0 points Most recent by Coach Kristina August 2025Investments
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  Investment Tab Upgrades

  Active adizzlefoto 175 views 11 comments 14 points Most recent by Coach Natalie August 2025Feature Requests
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  Back to Basics, please - investment accounts with multiple FIs can't connect [Edited]

  Closed PJLmoney 59 views 2 comments 1 point Most recent by PJLmoney August 2025Feedback