Investments

Discussion List

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  Vanguard brokerage Tbill investment suddenly showing 100x true value in investments

  Closed RobI 109 views 6 comments 0 points Most recent by RobI September 12Troubleshooting
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  Morgan Stanley CashPlus account handling

  Closed jbaker5400 98 views 1 comment 0 points Most recent by Coach Aldair September 11Adding and Updating Accounts
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  T. Rowe Price Retirement Accounts Missing Holdings

  Closed The Merg 509 views 27 comments 0 points Most recent by The Merg September 10Investments
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  Holdings have disappeared from my Netx Investor account

  Closed phlsphr 124 views 5 comments 0 points Most recent by Coach Natalie September 9Adding and Updating Accounts
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  ZEC symbol pulls incorrect price

  Closed dshap84 46 views 1 comment 0 points Most recent by SRC54 September 7Investments
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  ONGOING 7/7/26: Fidelity investment accounts displaying incorrect Cost Basis

  Coach Kristina 504 views 1 comment 0 points Most recent by Coach Natalie September 2Current Online Banking Issues
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  Add “Balance end of month” line items to Investments Balances (edited)

  Active okc resident 67 views 3 comments 2 points Most recent by Coach Natalie September 2Feature Requests
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  Robinhood - BTC / ETH investment tracking referencing Grayscale ETF prices (edited)

  Closed theotherjay 959 views 36 comments 2 points Most recent by Snipes September 2Investments
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  Ability to set a custom default view for the Investments Performance tab (edited)

  Active pbryn1983 53 views 1 comment 3 points Most recent by SRC54 September 1Feature Requests
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  HSA Bank - HSA Invest account is missing/no holdings data (edited)

  Closed The Merg 1.2K views 63 comments 1 point Most recent by Coach Natalie August 31Adding and Updating Accounts
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  Regarding the inability to get the correct information for cost basis in Fidelity Accounts

  Closed Robert345678 57 views 2 comments 0 points Most recent by Robert345678 August 25Feedback
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  Kraken not tracking stocks holding correctly

  Closed tjipz 216 views 11 comments 0 points Most recent by Coach Natalie August 3Adding and Updating Accounts
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  Add shareholder subdomain from Primerica

  Closed Scotties 1.1K views 39 comments 2 points Most recent by Coach Natalie August 3Adding and Updating Accounts
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  Non Functioning Downloading Quotes After Corporate Stock Split (HON - Honeywell)

  Closed PhilipJD 49 views 1 comment 0 points Most recent by Coach Kristina August 2Adding and Updating Accounts
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  E*TRADE stocks are missing from the portfolio view (edited)

  Closed vladinator 442 views 12 comments 0 points Most recent by vladinator July 28Adding and Updating Accounts
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  Projected Cash Flow needs to allow you to identify a Brokerage Account

  Closed tstirsman 84 views 2 comments 0 points Most recent by RobI July 27Projected Cash Flow
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  DA Davidson Account Balances and Investment Holdings and Balances Are Wrong (edited)

  Closed JBB 354 views 11 comments 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts
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  How to enter a buy transaction CUSIP for Tbill

  Answered ✓ Closed RobI 140 views 4 comments 0 points Most recent by RobI July 14Investments
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  How to get manual Investment ("Other Investment") account to update?

  Closed supermatthew 178 views 9 comments 0 points Most recent by Coach Jon July 10Adding and Updating Accounts
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  Significant difference ($35000 or 2-3% of portfolio) between connected Investments total and Balance

  Closed kdwilson 58 views 3 comments 0 points Most recent by Coach Natalie July 1Adding and Updating Accounts
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  Investments dashboard card not matching between web and mobile (edited)

  Closed kdwilson 100 views 2 comments 0 points Most recent by Coach Natalie July 1Troubleshooting
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  Investment Cost Basis Field Locked & Manual Edits Reverted to Broker Data (edited)

  Closed rosachin21k 97 views 3 comments 0 points Most recent by Coach Kristina June 20Troubleshooting
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  Quicken Simplifi not importing investment data from Fidelity and Schwab (edited)

  Closed Mely75 149 views 3 comments 0 points Most recent by SRC54 June 15Adding and Updating Accounts
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  John Hancock Freedom 529 Accounts

  Active The Merg 41 views 0 comments 1 point Started by The Merg June 13 Report Missing Financial Institution or Biller
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  NetX Investor connects but doesn't download holdings or transactions

  Closed phlsphr 137 views 4 comments 0 points Most recent by phlsphr June 8Adding and Updating Accounts
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  Add an HSA Investment account type (edited)

  In Review MDG39518 1.5K views 23 comments 119 points Most recent by FutureEye June 4Feature Requests
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  Toronto Stock Exchange Symbols Not Working

  donnajean 305 views 16 comments 0 points Most recent by Coach Jon June 1Investments
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  Merged: Save Filtering Selections in Investments

  Closed swterry91 1 view 0 comments 1 point Started by swterry91 May 30 Feature Requests
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  Add 457b Retirement Account Type (edited)

  Active Domino82 260 views 10 comments 14 points Most recent by TiggerTrainer May 29Feature Requests