Investments

Discussion List

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  The portfolio Tab of the Investment does not get updated for certain Holdings

  Closed SudipChoudhury 40 views 3 comments 0 points Most recent by Coach Jon July 31Investments
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  How to include cash balance in a manual investment account

  Closed Norm6257 46 views 5 comments 0 points Most recent by SRC54 July 28Investments
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 70 views 9 comments 10 points Most recent by SRC54 July 27Feature Requests
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  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 375 views 3 comments 24 points Most recent by RJE1999 July 25Feature Requests
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  Unable to add even Accounts with just DIV- Reinvest transactions

  Closed sb2 34 views 3 comments 0 points Most recent by Coach Jon July 24Adding and Updating Accounts
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  Potential new user questions

  Closed Helen Bacque 48 views 8 comments 0 points Most recent by SRC54 July 24Feedback
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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 24 Feature Requests
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  Coinbase Portfolio Values Are Wrong

  Closed whyme 47 views 2 comments 0 points Most recent by whyme July 19Adding and Updating Accounts
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  Investment balance always shows yesterday's balance in the Accounts List (edited)

  Closed hj2438 33 views 5 comments 0 points Most recent by Coach Jon July 16Adding and Updating Accounts
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  When entering bond cost, incorrect total value is calculated

  Closed Arthur Godfrey 13 views 1 comment 0 points Most recent by Coach Jon July 9Troubleshooting
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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 8Troubleshooting
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  Payments/Deposits in Investment Accounts

  Closed RTK 50 views 3 comments 0 points Most recent by RTK July 8Feedback
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  Add support for the CBOE Canada (NEO) Exchange (edited)

  Active akogan 23 views 2 comments 2 points Most recent by GGP_YOW July 7Feature Requests
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  Checking Account at Fidelity Brokerage is forced to be Investment Account

  Closed JAXmultiplat 25 views 1 comment 1 point Most recent by SRC54 July 2Adding 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 30Adding and Updating Accounts
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  FDP-106: ComputerShare

  Closed nmnmnmnmn 22 views 5 comments 0 points Most recent by Coach Natalie June 23Adding and Updating Accounts
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  Manually updating investments while team resolves issues

  Answered ✓ Closed davidcwalls 34 views 2 comments 0 points Most recent by SRC54 June 22Investments
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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 21Adding and Updating Accounts
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  Robinhood Cash separate from stock / Duplication

  Closed rmquick25 87 views 8 comments 0 points Most recent by rmquick25 June 17Investments
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  Static Value for Manually Added Stock Holdings in Net Worth Report

  Closed rosachin21k 74 views 10 comments 0 points Most recent by Coach Jon June 16Report a Bug
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  Merged: Closable "Related News"

  Closed 20THOR18 11 views 0 comments 2 points Most recent by DryHeat June 15Feature Requests
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  Investment down 500% over 60 days?

  Closed Bella Li 11 views 2 comments 0 points Most recent by Coach Natalie June 9Troubleshooting
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  "Investments" section in the mobile app is showing incorrect balances

  Closed krishnak 115 views 12 comments 0 points Most recent by krishnak June 4Troubleshooting
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  Add a Report for Capital Gains (edited)

  Active Jim M. 4 views 0 comments 1 point Started by Jim M. June 3 Feature Requests
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  Investments Balances: Highlight the account in the graph by hovering over the account in the legend

  Active John Dressel 2 views 1 comment 1 point Most recent by Coach Natalie June 3Feature Requests
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  Coinbase Account Holdings Not Accurate

  Closed whyme 491 views 38 comments 4 points Most recent by Coach Natalie June 2Adding and Updating Accounts
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  Ability to Add Employer Retirement Investment

  Closed BudgetYogi 11 views 1 comment 0 points Most recent by Coach Jon May 27Adding and Updating Accounts
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  Simplifi pulling data from incorrect stock

  Closed Jeff.Carver 13 views 1 comment 0 points Most recent by Coach Jon May 23Investments