Investments

Discussion List

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  Add new Investment Account CalSavers Traditional and Roth IRA

  Closed steph5471 13 views 1 comment 1 point Most recent by Coach Kristina January 10Adding and Updating Accounts
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  Should I make Valic/AIG Accounts Manual? How do I update the value manually? (edited)

  Answered ✓ Closed N4KHQ 58 views 8 comments 0 points Most recent by N4KHQ January 8Adding and Updating Accounts
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  Ability to add Tags to Investment Holdings (edited)

  TRS_One 12 views 1 comment 3 points Most recent by Coach Natalie January 8Feature Requests
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  Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)

  Active TGP 406 views 16 comments 48 points Most recent by TRS_One January 8Feature Requests
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  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 431 views 4 comments 27 points Most recent by rmarcus88 December 2025Feature Requests
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  Robinhood Brokerage Account Missing Cash Holding in the Portfolio (edited)

  Closed rmquick25 128 views 8 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Stacked "Cost Basis vs. Gains" Visualization for Investments (edited)

  Travis H 31 views 2 comments 1 point Most recent by DryHeat December 2025Feature Requests
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  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  Closed rosachin21k 145 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
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  How do I use Simplifi

  Closed NoraBelle 71 views 2 comments 0 points Most recent by DannyB December 2025Getting Started
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  Manually updating TSP Investments with number of shares/cost each payperiod

  Closed grahamtj01 46 views 2 comments 0 points Most recent by Coach Kristina December 2025Investments
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  Investments: Add additional decimal points for fractional shares (edited)

  jwphillips 33 views 2 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  SoFi Brokerage & IRA Account Balances

  Closed MikeZ 41 views 2 comments 1 point Most recent by MikeZ December 2025Adding and Updating Accounts
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  IRA Distributions and Qualified Distributions to Save Income Tax

  Closed SRC54 31 views 1 comment 2 points Most recent by SRC54 December 2025The Water Cooler
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  Toronto Stock Exchange Symbols Not Working

  donnajean 115 views 14 comments 0 points Most recent by Coach Jon December 2025Investments
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  New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

  Closed LJMR 73 views 9 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Simplifi does not show total value for Coinbase accounts

  Closed dtorg1955 33 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Simplifi shows stock attributes for some Coinbase coins

  Closed dtorg1955 25 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 987 views 45 comments 35 points Most recent by flintster_99 November 2025Feature Requests
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  Investments - CVS download

  Closed neon45 40 views 2 comments 0 points Most recent by neon45 November 2025Feedback
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  Issue connecting two logins with Vanguard (edited)

  Closed Jeff C 3.5K views 126 comments 2 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Total Shareholder Return (TSR)

  Active ssoko 1 view 0 comments 2 points Started by ssoko November 2025 Feature Requests
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  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 187 views 19 comments 0 points Most recent by Coach Jon November 2025Investments
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  Investments Performance tab not displaying correctly.

  Closed jgo 86 views 7 comments 0 points Most recent by Coach Jon November 2025Report a Bug
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  Time Weighted Return + Cash Flow Transactions

  kgpreet 275 views 32 comments 1 point Most recent by Coach Natalie November 2025Report a Bug
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  SPLG holdings incorrectly labeled.

  Karim Benbourenane 125 views 11 comments 0 points Most recent by Coach Natalie November 2025Investments
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  Fidelity NetBenefits Mutual Fund Names

  ricklamb0810 363 views 20 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Portfolio Report

  Closed Adanac 25 views 2 comments 0 points Most recent by Coach Natalie November 2025Using Reports
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  SoFi Roth & Brokerage Balances Are Not Current

  Closed MikeZ 73 views 9 comments 0 points Most recent by SRC54 October 2025Adding and Updating Accounts
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  Simple vs Complete Investment Tracking

  Active AaronJB 387 views 15 comments 12 points Most recent by MikeZ October 2025Feature Requests