Investments

Coinbase / Stock Symbol Mixup

Closed MatthewR 22 views 2 comments 0 points Most recent by MatthewR February 24Adding and Updating Accounts

Baird Account Missing Holdings (edited)

Closed disc2120 91 views 14 comments 0 points Most recent by Coach Natalie February 20Investments

Investment Report Request: Heat Map

Closed bsmorovitz 21 views 1 comment 1 point Most recent by Coach Jon February 19Investments

Kraken not tracking stocks holding correctly

tjipz 88 views 10 comments 0 points Most recent by Coach Jon February 11Adding and Updating Accounts

Temporary Double Counting of Investment Transfer Between Accounts

Closed nrp06 152 views 18 comments 0 points Most recent by DryHeat February 10Investments

FRGXX share price incorrect

Closed disc2120 61 views 8 comments 0 points Most recent by SRC54 February 6Report a Bug

Merged: Kraken not tracking stocks holding correctly

Closed tjipz 1 view 0 comments 0 points Most recent by tjipz February 6Adding and Updating Accounts

How to manually add monthly investment balances?

Answered ✓ Closed DSJ 55 views 5 comments 0 points Most recent by SRC54 February 6Investments

2

Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

Active Bob2763 13 views 0 comments 2 points Most recent by Bob2763 February 5Feature Requests

Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

Closed cyberstackn 64 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts

5

Ability to Download or Export Portfolio Holdings (edited)

Active Dcosmo624 81 views 3 comments 5 points Most recent by bsmorovitz February 3Feature Requests

Add shareholder subdomain from Primerica

Scotties 648 views 38 comments 2 points Most recent by Coach Natalie February 2Adding and Updating Accounts

Manually entered investment account - how to update balance? (edited)

Answered ✓ Closed luthergail 85 views 4 comments 0 points Most recent by luthergail January 28Adding and Updating Accounts

Balance in Investment portfolio page is incorrect (edited)

Closed Shahar 12 views 1 comment 0 points Most recent by Coach Jon January 27Adding and Updating Accounts

Coinbase Sync Ticker Causing Massive Valuation Errors in Investment Performance (edited)

Closed Travis H 83 views 3 comments 0 points Most recent by alexsbank January 20Adding and Updating Accounts

9

Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

Active DannyB 101 views 3 comments 9 points Most recent by SRC54 January 15Feature Requests

Add new Investment Account CalSavers Traditional and Roth IRA

Closed steph5471 11 views 1 comment 1 point Most recent by Coach Kristina January 10Adding and Updating Accounts

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

3

Ability to add Tags to Investment Holdings (edited)

TRS_One 11 views 1 comment 3 points Most recent by Coach Natalie January 8Feature Requests

49

Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)

Active TGP 412 views 16 comments 49 points Most recent by TRS_One January 8Feature Requests

27

Ability to Download/Export Net Worth and Investment Balance Data (edited)

Active SimpliJSHL 451 views 4 comments 27 points Most recent by rmarcus88 December 2025Feature Requests

Robinhood Brokerage Account Missing Cash Holding in the Portfolio (edited)

Closed rmquick25 145 views 8 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts

1

Stacked "Cost Basis vs. Gains" Visualization for Investments (edited)

Travis H 31 views 2 comments 1 point Most recent by DryHeat December 2025Feature Requests

529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

Closed rosachin21k 153 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug

How do I use Simplifi

Closed NoraBelle 73 views 2 comments 0 points Most recent by DannyB December 2025Getting Started

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

3

Investments: Add additional decimal points for fractional shares (edited)

jwphillips 32 views 2 comments 3 points Most recent by SRC54 December 2025Feature Requests

SoFi Brokerage & IRA Account Balances

Closed MikeZ 41 views 2 comments 1 point Most recent by MikeZ December 2025Adding and Updating Accounts

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

Investments

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