Investments

Is connecting to Interactive Brokers no longer supported?

Closed jjl 170 views 8 comments 0 points Most recent by Coach Kristina August 18Adding and Updating Accounts

1

Add a 180 Day option to Investment Balances and Performance Graphs (edited)

Active BHazeltine 11 views 0 comments 1 point Started by BHazeltine August 10 Feature Requests

Issue with Workaround for Ongoing Fidelity Issues

Closed KB2014 71 views 0 comments 0 points Started by KB2014 July 27 Investments

15

Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

Active cmordas 520 views 30 comments 15 points Most recent by pkBubba July 26Feature Requests

10

Ability to Track Employee Pension Plans (edited)

Active EgyptianHokie 175 views 4 comments 10 points Most recent by Bartman682 July 25Feature Requests

Thrift Savings Plan - Display Lifecycle and Individual Holdings in Investments Portfolio Tab

Hackstar18 79 views 4 comments 1 point Most recent by Coach Jon July 25Investments

Edward Jones Mutual funds daily pricing not updating

Closed Clark 183 views 22 comments 0 points Most recent by Coach Natalie July 17Adding and Updating Accounts

Simplifi Investment update time and date wrong

Closed Chinstrap 9 views 1 comment 0 points Most recent by Coach Kristina July 14Report a Bug

Allow transactions to be imported by sale of stock units...

Closed trycrmr 12 views 1 comment 1 point Most recent by Coach Natalie July 2Feedback

New York Life Investments

Answered ✓ Closed Kim2024 22 views 1 comment 0 points Most recent by Coach Natalie June 26Adding and Updating Accounts

8

Cetera and AdviceWorks

Active bwinchester 222 views 11 comments 8 points Most recent by begones June 20Report Missing Financial Institution

Investments Balances Chart

Closed JK001 49 views 4 comments 1 point Most recent by DannyB June 11Investments

Investment Quotes Updates

Closed John Wells 119 views 11 comments 0 points Most recent by John Wells June 11Investments

Stock Options

Closed simpli_struggle 126 views 11 comments 0 points Most recent by Coach Jon June 10Investments

Ally Investments not showing full account value

Closed Mike2023 99 views 5 comments 1 point Most recent by eschrei June 10Adding and Updating Accounts

1

Please add an investment account type for Donor Advised Funds (DAF)

Active RTK 17 views 1 comment 1 point Most recent by Coach Natalie June 10Feature Requests

SPLG holdings incorrectly labeled.

Karim Benbourenane 82 views 9 comments 0 points Most recent by Karim Benbourenane June 7Investments

14

Add support for Robinhood IRA

Completed Closed AlaskanWind 354 views 19 comments 14 points Most recent by Matt Y June 7Report Missing Financial Institution

Is there a way to categorize investments as not expenses?

Closed staz 58 views 1 comment 0 points Most recent by Coach Jon June 6Investments

Morgan Stanley Stock Connect- FDP-103

Closed Luvy Arora 71 views 1 comment 0 points Most recent by Coach Kristina June 2Adding and Updating Accounts

7

Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

Active DannyB 91 views 2 comments 7 points Most recent by DannyB May 31Feature Requests

Balance Issues with Stifel Wealth Tracker

Closed jtribble 82 views 9 comments 0 points Most recent by Rosc May 21Adding and Updating Accounts

Investment Performance - how is it calculated

Answered ✓ Closed simpli_struggle 31 views 1 comment 0 points Most recent by DannyB May 18Investments

American Funds 401k missing Holdings (edited)

Closed LyT 300 views 17 comments 0 points Most recent by Coach Natalie May 16Investments

FDP-103 error connecting to Pershing LLC

Closed johnl 37 views 1 comment 0 points Most recent by Coach Jon May 9Adding and Updating Accounts

Missing Transaction from Fidelity 401k contributions.

Closed Another Stephen 80 views 6 comments 0 points Most recent by Another Stephen May 8Adding and Updating Accounts

Income blocked from reports

Closed JXXS 55 views 4 comments 0 points Most recent by JXXS May 6Investments

18

Edit ticker symbol and holdings

Planned bobluck 155 views 11 comments 18 points Most recent by X. Tao May 4Feature Requests

Investments

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