Investments

SPLG holdings incorrectly labeled.

Closed Karim Benbourenane 169 views 14 comments 0 points Most recent by Coach Natalie May 1Investments

Fidelity NetBenefits Mutual Fund Names

Closed ricklamb0810 411 views 23 comments 0 points Most recent by Coach Natalie May 1Adding and Updating Accounts

19

Edit ticker symbol and holdings

Planned bobluck 278 views 13 comments 19 points Most recent by hangingchad April 26Feature Requests

Unable to find WBREOX in the holdings list (edited)

Closed jmqn7 42 views 3 comments 0 points Most recent by Coach Jon April 17Investments

24

Ability to remove 'Related News' from Investments Portfolio

Completed Closed mcnbmcnb 311 views 16 comments 24 points Most recent by Coach Natalie April 16Feature Requests

25

Investment performance comparisons (1 Merged Vote)

Active willya 198 views 13 comments 25 points Most recent by gerard143 April 12Feature Requests

Improve the look of the lines on the investment performance chart and include S&P 500 comparison

Closed gerard143 16 views 1 comment 0 points Most recent by Coach Natalie April 8Feedback

Stocks from my E*TRADE account don't show up as investments in Simplifi / FDP-141 (edited)

Closed vladinator 165 views 14 comments 0 points Most recent by Coach Jon April 2Adding and Updating Accounts

4

Schwab Retirement Technologies

Active chrisnre 245 views 7 comments 4 points Most recent by SimplifyQuestions March 22Report Missing Financial Institution or Biller

Financial News panel on Investments page (edited)

Closed Elroyo 29 views 2 comments 0 points Most recent by Coach Natalie March 12Feedback

How to manage unvested RSUs in Schwab

Answered ✓ Closed MarineMan72 34 views 1 comment 0 points Most recent by Coach Jon March 11Adding and Updating Accounts

1

Add security symbol CDAY to holdings database (edited)

Active grant.souter 5 views 0 comments 1 point Most recent by grant.souter March 9Feature Requests

Cannot get investment Performance to show anything

Closed jbaker5400 34 views 2 comments 0 points Most recent by jbaker5400 March 7Investments

Help with editing Investment Transaction transfers (edited)

Closed N4KHQ 73 views 7 comments 0 points Most recent by SRC54 March 7Using Transfers

Balance history incorrect after removing/adding holding

Closed bling 27 views 1 comment 0 points Most recent by Coach Jon March 6Troubleshooting

2

Save last used sort for investments portfolio (edited)

Active disc2120 13 views 0 comments 2 points Most recent by disc2120 March 5Feature Requests

new investing action suggestions (edited)

Closed Hornet439 23 views 2 comments 0 points Most recent by neon45 March 5Investments

Crypto holdings downloading incorrectly from Coinbase and Robinhood (edited)

Closed Joelbryant1960 73 views 2 comments 0 points Most recent by Joelbryant1960 March 3Adding and Updating Accounts

Manual Investment Account Balance Different Between Accounts List and Portfolio (edited)

Closed pastchief8 48 views 5 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts

Fidelity accounts holdings messed up this morning (edited)

Closed SRC54 50 views 1 comment 0 points Most recent by Coach Natalie February 25Adding and Updating Accounts

Coinbase / Stock Symbol Mixup

Closed MatthewR 31 views 2 comments 0 points Most recent by MatthewR February 24Adding and Updating Accounts

Baird Account Missing Holdings (edited)

Closed disc2120 93 views 14 comments 0 points Most recent by Coach Natalie February 20Investments

Investment Report Request: Heat Map

Closed bsmorovitz 32 views 1 comment 1 point Most recent by Coach Jon February 19Investments

Kraken not tracking stocks holding correctly

tjipz 101 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 181 views 18 comments 0 points Most recent by DryHeat February 10Investments

FRGXX share price incorrect

Closed disc2120 73 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 111 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 15 views 0 comments 2 points Most recent by Bob2763 February 5Feature Requests

Investments

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