Investments

Discussion List

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  How to manually add monthly investment balances?

  Answered ✓ Closed DSJ 51 views 5 comments 0 points Most recent by SRC54 February 6Investments
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  Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

  Active Bob2763 12 views 0 comments 2 points Most recent by Bob2763 February 5Feature Requests
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  Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

  Closed cyberstackn 65 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 74 views 3 comments 5 points Most recent by bsmorovitz February 3Feature Requests
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  Add shareholder subdomain from Primerica

  Scotties 647 views 38 comments 2 points Most recent by Coach Natalie February 2Adding and Updating Accounts
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  Manually entered investment account - how to update balance? (edited)

  Answered ✓ Closed luthergail 75 views 4 comments 0 points Most recent by luthergail January 28Adding and Updating Accounts
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  Balance in Investment portfolio page is incorrect (edited)

  Closed Shahar 11 views 1 comment 0 points Most recent by Coach Jon January 27Adding and Updating Accounts
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  Coinbase Sync Ticker Causing Massive Valuation Errors in Investment Performance (edited)

  Closed Travis H 82 views 3 comments 0 points Most recent by alexsbank January 20Adding and Updating Accounts
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  Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

  Active DannyB 103 views 3 comments 9 points Most recent by SRC54 January 15Feature Requests
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  Add new Investment Account CalSavers Traditional and Roth IRA

  Closed steph5471 12 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 52 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 413 views 16 comments 49 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 443 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 143 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 34 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 152 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
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  How do I use Simplifi

  Closed NoraBelle 72 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 53 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 31 views 2 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  SoFi Brokerage & IRA Account Balances

  Closed MikeZ 42 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 32 views 1 comment 2 points Most recent by SRC54 December 2025The Water Cooler
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  Toronto Stock Exchange Symbols Not Working

  donnajean 112 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 71 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 31 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 21 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Investments - CVS download

  Closed neon45 42 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 3.6K views 125 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 Most recent by ssoko November 2025Feature Requests