Investments

Discussion List

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  Vanguard connections resetting everyday

  Closed Elvin 216 views 9 comments 0 points Most recent by ssparrish April 11Adding and Updating Accounts
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  SEI Client Connect - Incorrect Holdings, Balance, Market Value, and no Investment Transactions

  Closed davidcwalls 177 views 26 comments 0 points Most recent by Coach Natalie April 8Adding and Updating Accounts
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  Adding a private placement stock

  Closed rbsimplifi 13 views 1 comment 0 points Most recent by SRC54 April 6Investments
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  Can't find U.S. Bank investment account

  Closed bitluna 12 views 1 comment 0 points Most recent by Coach Jon April 3Adding and Updating Accounts
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  Why has one Fidelity Investment got a Fidelity Icon But not the others?

  Closed SRC54 23 views 3 comments 0 points Most recent by SRC54 April 2Investments
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  Could we add some more tickers, BTC-CND perhaps?

  Closed jmcdouall 18 views 3 comments 0 points Most recent by Coach Jon April 2Investments
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  Simple vs Complete Investment Tracking

  Active AaronJB 228 views 14 comments 9 points Most recent by BhupeshGajria April 1Feature Requests
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 707 views 40 comments 18 points Most recent by RobWilk April 1Feature Requests
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  How to get BTC to track Bitcoin and not Grayscale Bitcoin Mini Trust ETF

  Closed revsue 22 views 2 comments 0 points Most recent by revsue March 30Troubleshooting
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  Support for Old National Wealth Management Client Portal

  Active tagtyoureit 5 views 0 comments 1 point Started by tagtyoureit March 23 Report Missing Financial Institution
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  Stifel Incorrect Balance/Holdings Issue (edited)

  fredct 70 views 11 comments 0 points Most recent by Coach Kristina March 23Adding and Updating Accounts
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  Ability to add notes to the Investments Balances graph (edited)

  Active Flopbot 14 views 1 comment 2 points Most recent by UrsulaA March 17Feature Requests
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  TD Canada Trust and missing RRSP and TFSA investment accounts

  Closed oliverdavid 63 views 9 comments 0 points Most recent by oliverdavid March 14Adding and Updating Accounts
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  T. Rowe Price Retirement Accounts Missing Holdings

  The Merg 32 views 5 comments 0 points Most recent by Coach Kristina March 9Investments
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  What's the proper way to track changes in private stock value over time? (edited)

  Answered ✓ Closed PaleBlueDot67 18 views 1 comment 0 points Most recent by Coach Jon March 4Investments
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  Help with Valic/AIG/Corebridge

  Closed N4KHQ 87 views 19 comments 0 points Most recent by Coach Natalie March 4Adding and Updating Accounts
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  What to do with Investment Holding that I don't know the Total Cost Basis?

  Closed trd716 42 views 5 comments 0 points Most recent by Coach Jon February 27Investments
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  Why are EXCLUSIONS the DEFAULT option???

  Closed nogorman 14 views 1 comment 1 point Most recent by Coach Jon February 26Feedback
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  Edit ticker symbol and holdings

  Planned bobluck 191 views 12 comments 19 points Most recent by Harley February 26Feature Requests
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  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 217 views 5 comments 10 points Most recent by bw808 February 25Feature Requests
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 14 views 1 comment 1 point Most recent by lwyman February 23Feature Requests
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  Vanguard Brokerage Balances Untimely and Don't Match Between Screens

  Closed TomAter 160 views 6 comments 1 point Most recent by TomAter February 22Adding and Updating Accounts
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  Cost Basis from Fidelity, Automatically Populate

  Closed TiggerTrainer 55 views 6 comments 0 points Most recent by TiggerTrainer February 14Investments
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  [ONGOING] 1/29/25: TreasuryDirect - $0 Balance when Adding Investment Account

  Coach Natalie 44 views 1 comment 0 points Most recent by Coach Natalie February 12Current Online Banking Issues
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  Investment Balances in Dashboard are different from Balances in “Insights-Investments”

  Closed Jlexky 17 views 2 comments 0 points Most recent by Jlexky February 9Troubleshooting
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  Real Time vs Delayed Quotes

  Closed SFGlen 13 views 2 comments 0 points Most recent by Coach Kristina January 25Feedback