Investments

Discussion List

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  IRA Distributions and Qualified Distributions to Save Income Tax

  Closed SRC54 24 views 1 comment 2 points Most recent by SRC54 December 2025The Water Cooler
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  Toronto Stock Exchange Symbols Not Working

  donnajean 114 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 23 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 22 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 982 views 45 comments 35 points Most recent by flintster_99 November 2025Feature Requests
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  Investments - CVS download

  Closed neon45 35 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 3.4K 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 186 views 19 comments 0 points Most recent by Coach Jon November 2025Investments
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  Investments Performance tab not displaying correctly.

  Closed jgo 81 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 264 views 32 comments 1 point Most recent by Coach Natalie November 2025Report a Bug
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  SPLG holdings incorrectly labeled.

  Karim Benbourenane 123 views 11 comments 0 points Most recent by Coach Natalie November 2025Investments
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  Fidelity NetBenefits Mutual Fund Names

  ricklamb0810 325 views 20 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Portfolio Report

  Closed Adanac 22 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 384 views 15 comments 12 points Most recent by MikeZ October 2025Feature Requests
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  Investment balances should be consistent across the app

  Active sprugman 213 views 7 comments 9 points Most recent by MikeZ October 2025Feature Requests
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  MetLife insurance market value is wrong

  Closed EricH 13 views 1 comment 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts
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  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 22 views 2 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  Add an HSA Investment account type (edited)

  In Review MDG39518 1K views 22 comments 111 points Most recent by Marquette42 October 2025Feature Requests
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  Android Widget Investments Percent Change Error (edited)

  Closed gfestian 14 views 1 comment 0 points Most recent by Coach Jon October 2025Report a Bug
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  Mobile App: Persistent Views in Investments (edited)

  Active HappyNorml 11 views 1 comment 4 points Most recent by RobWilk October 2025Feature Requests
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  Add 457b Retirement Account Type (edited)

  Active Domino82 124 views 8 comments 10 points Most recent by RobWilk October 2025Feature Requests
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  Ability to remove 'Related News' from Investments Portfolio

  Active mcnbmcnb 251 views 14 comments 24 points Most recent by HappyNorml October 2025Feature Requests
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  Invalid Symbol for BRKB

  Closed SimplifyUserK 93 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 181 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 23 views 1 comment 0 points Most recent by DannyB October 2025Investments