Investments

Discussion List

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  Mobile App: Persistent Views in Investments (edited)

  Active HappyNorml 18 views 1 comment 4 points Most recent by RobWilk October 2Feature Requests
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  Add 457b Retirement Account Type (edited)

  Active Domino82 102 views 8 comments 10 points Most recent by RobWilk October 2Feature Requests
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  Ability to remove 'Related News' from Investments Portfolio

  Active mcnbmcnb 223 views 14 comments 20 points Most recent by HappyNorml October 2Feature Requests
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  Invalid Symbol for BRKB

  Closed SimplifyUserK 74 views 15 comments 0 points Most recent by Coach Jon October 1Adding and Updating Accounts
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  Alight - Abbott Laboratories. - "Something went wrong" error (edited)

  Nate Simons 167 views 19 comments 0 points Most recent by Coach Jon October 1Adding and Updating Accounts
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  How to find total cost for investment page?

  Closed bccoleman 19 views 1 comment 0 points Most recent by DannyB October 1Investments
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  Morgan Stanley Brokerage Accounts - "No Holdings Found" (edited)

  Closed RichardFritts 63 views 10 comments 0 points Most recent by Coach Natalie September 30Adding and Updating Accounts
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  $275k fictitious loss on NVIDIA today

  Closed hjanum 56 views 3 comments 0 points Most recent by Coach Jon September 29Investments
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  Add Projected Cash Flow for Investment Accounts (edited)

  Active MikeZ 17 views 0 comments 2 points Started by MikeZ September 28 Feature Requests
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  TreasuryDirect converted bonds incorrect balance

  Closed trewbux 164 views 35 comments 2 points Most recent by Coach Natalie September 26Adding and Updating Accounts
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 46 views 3 comments 4 points Most recent by User1727 September 23Feature Requests
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  Investments widget shows an incorrect daily change due to rounding wrong (edited)

  Closed timmy5685 94 views 17 comments 0 points Most recent by Coach Jon September 23Troubleshooting
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  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 16 views 1 comment 0 points Most recent by Coach Jon September 16Adding and Updating Accounts
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  Kraken not tracking stocks holding correctly

  Closed tjipz 27 views 0 comments 0 points Started by tjipz September 16 Adding and Updating Accounts
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  BTC / ETH investment tracking referencing Grayscale ETF prices

  theotherjay 293 views 24 comments 1 point Most recent by Coach Kristina September 14Investments
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  Charles Schwab Account Linking Issues in Quicken Simplifi

  Closed daldens 49 views 1 comment 0 points Most recent by Coach Kristina September 13Adding and Updating Accounts
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  Updating Manual Investment Account Balances (edited)

  Answered ✓ Closed Dick_Davis 36 views 2 comments 0 points Most recent by Dick_Davis September 6Investments
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  Android Investments widget shows change % incorrectly (edited)

  Closed tweir 6 views 1 comment 0 points Most recent by Coach Jon September 4Report a Bug
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  Investment feature request: to allow for the investment portfolio page (holdings) be exported to csv

  Closed nrp06 5 views 1 comment 0 points Most recent by Coach Kristina August 30Investments
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  Investment Tab Upgrades

  Active adizzlefoto 164 views 11 comments 13 points Most recent by Coach Natalie August 27Feature Requests
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  Back to Basics, please - investment accounts with multiple FIs can't connect [Edited]

  Closed PJLmoney 53 views 2 comments 1 point Most recent by PJLmoney August 25Feedback
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  Cost Basis from Fidelity Accounts

  Answered ✓ Closed Knf423 16 views 1 comment 0 points Most recent by SRC54 August 24Investments
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  Coinbase account does not show balances and stocks correctly (edited)

  Closed dtorg1955 58 views 1 comment 0 points Most recent by Coach Kristina August 23Adding and Updating Accounts
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  Add shareholder subdomain from Primerica

  Scotties 366 views 37 comments 2 points Most recent by Coach Kristina August 23Adding and Updating Accounts
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  Changed manual asset to investment and now balance shows zero

  Closed trewbux 16 views 2 comments 0 points Most recent by trewbux August 16Adding and Updating Accounts
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  Simplifi - Stop with the Automation!

  Closed Simpli-Is-Failing 39 views 2 comments -5 points Most recent by DannyB August 13Feedback
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  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 247 views 6 comments 11 points Most recent by Melaney August 8Feature Requests
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  How Can I Save Money Effectively?

  Closed jack145 44 views 3 comments 0 points Most recent by DannyB August 5Introduce yourself!
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  Please add an investment account type for Donor Advised Funds (DAF)

  Active RTK 23 views 2 comments 2 points Most recent by RTK August 4Feature Requests