Investments

Discussion List

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  Cost Basis from Fidelity Accounts

  Answered ✓ Closed Knf423 16 views 1 comment 0 points Most recent by SRC54 August 2025Investments
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  Coinbase account does not show balances and stocks correctly (edited)

  Closed dtorg1955 63 views 1 comment 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Add shareholder subdomain from Primerica

  Scotties 378 views 37 comments 2 points Most recent by Coach Kristina August 2025Adding 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 2025Adding and Updating Accounts
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  Simplifi - Stop with the Automation!

  Closed Simpli-Is-Failing 41 views 2 comments -5 points Most recent by DannyB August 2025Feedback
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  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 266 views 6 comments 11 points Most recent by Melaney August 2025Feature Requests
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  How Can I Save Money Effectively?

  Closed jack145 48 views 3 comments 0 points Most recent by DannyB August 2025Introduce yourself!
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  Please add an investment account type for Donor Advised Funds (DAF)

  Active RTK 24 views 2 comments 2 points Most recent by RTK August 2025Feature Requests
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  The portfolio Tab of the Investment does not get updated for certain Holdings

  Closed SudipChoudhury 52 views 3 comments 0 points Most recent by Coach Jon July 2025Investments
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  How to include cash balance in a manual investment account

  Closed Norm6257 60 views 5 comments 0 points Most recent by SRC54 July 2025Investments
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 74 views 9 comments 10 points Most recent by SRC54 July 2025Feature Requests
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  Unable to add even Accounts with just DIV- Reinvest transactions

  Closed sb2 39 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Potential new user questions

  Closed Helen Bacque 52 views 8 comments 0 points Most recent by SRC54 July 2025Feedback
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  Mobile App: Add more granularity to the Y-Axis of the Investments Balances graph (edited)

  Active Brian Montague 2 views 0 comments 3 points Started by Brian Montague July 2025 Feature Requests
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  Coinbase Portfolio Values Are Wrong

  Closed whyme 49 views 2 comments 0 points Most recent by whyme July 2025Adding and Updating Accounts
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  Investment balance always shows yesterday's balance in the Accounts List (edited)

  Closed hj2438 35 views 5 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  When entering bond cost, incorrect total value is calculated

  Closed Arthur Godfrey 14 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting
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  After my last update, my Porfolio was no longer available (edited)

  Closed Mbb#3992122 1 view 1 comment 0 points Most recent by Coach Natalie July 2025Troubleshooting
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  Payments/Deposits in Investment Accounts

  Closed RTK 55 views 3 comments 0 points Most recent by RTK July 2025Feedback
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  Add support for the CBOE Canada (NEO) Exchange (edited)

  Active akogan 28 views 2 comments 2 points Most recent by GGP_YOW July 2025Feature Requests
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  Checking Account at Fidelity Brokerage is forced to be Investment Account

  Closed JAXmultiplat 29 views 1 comment 1 point Most recent by SRC54 July 2025Adding and Updating Accounts
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  Corebridge Financial not pulling holdings info

  Closed Mankow 186 views 44 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  FDP-106: ComputerShare

  Closed nmnmnmnmn 22 views 5 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Manually updating investments while team resolves issues

  Answered ✓ Closed davidcwalls 37 views 2 comments 0 points Most recent by SRC54 June 2025Investments
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  Schwab "check numbers" not in the Quicken "check number" field

  Closed KrensSmith 14 views 3 comments 0 points Most recent by Coach Kristina June 2025Adding and Updating Accounts
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  Robinhood Cash separate from stock / Duplication

  Closed rmquick25 93 views 8 comments 0 points Most recent by rmquick25 June 2025Investments
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  Static Value for Manually Added Stock Holdings in Net Worth Report

  Closed rosachin21k 81 views 10 comments 0 points Most recent by Coach Jon June 2025Report a Bug
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  Merged: Closable "Related News"

  Closed 20THOR18 11 views 0 comments 2 points Most recent by DryHeat June 2025Feature Requests