Investments

Cannot get investment Performance to show anything

Closed jbaker5400 37 views 2 comments 0 points Most recent by jbaker5400 March 7Investments

Help with editing Investment Transaction transfers (edited)

Closed N4KHQ 98 views 7 comments 0 points Most recent by SRC54 March 7Using Transfers

Balance history incorrect after removing/adding holding

Closed bling 23 views 1 comment 0 points Most recent by Coach Jon March 6Troubleshooting

2

Save last used sort for investments portfolio (edited)

Active disc2120 11 views 0 comments 2 points Most recent by disc2120 March 5Feature Requests

new investing action suggestions (edited)

Closed Hornet439 23 views 2 comments 0 points Most recent by neon45 March 5Investments

Crypto holdings downloading incorrectly from Coinbase and Robinhood (edited)

Closed Joelbryant1960 107 views 2 comments 0 points Most recent by Joelbryant1960 March 3Adding and Updating Accounts

Manual Investment Account Balance Different Between Accounts List and Portfolio (edited)

Closed pastchief8 46 views 5 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts

Fidelity accounts holdings messed up this morning (edited)

Closed SRC54 78 views 1 comment 0 points Most recent by Coach Natalie February 25Adding and Updating Accounts

Coinbase / Stock Symbol Mixup

Closed MatthewR 47 views 2 comments 0 points Most recent by MatthewR February 24Adding and Updating Accounts

Baird Account Missing Holdings (edited)

Closed disc2120 118 views 14 comments 0 points Most recent by Coach Natalie February 20Investments

Investment Report Request: Heat Map

Closed bsmorovitz 33 views 1 comment 1 point Most recent by Coach Jon February 19Investments

Temporary Double Counting of Investment Transfer Between Accounts

Closed nrp06 240 views 18 comments 0 points Most recent by DryHeat February 10Investments

FRGXX share price incorrect

Closed disc2120 155 views 8 comments 0 points Most recent by SRC54 February 6Report a Bug

Merged: Kraken not tracking stocks holding correctly

Closed tjipz 1 view 0 comments 0 points Most recent by tjipz February 6Adding and Updating Accounts

How to manually add monthly investment balances?

Answered ✓ Closed DSJ 199 views 5 comments 0 points Most recent by SRC54 February 6Investments

3

Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

Active Bob2763 15 views 0 comments 3 points Most recent by Bob2763 February 5Feature Requests

Unable to connect to Morgan Stanley & Cash Management doesn't reflect values correctly [Edited]

Closed cyberstackn 190 views 3 comments 0 points Most recent by Coach Jon February 3Adding and Updating Accounts

8

Ability to Download or Export Portfolio Holdings (edited)

Active Dcosmo624 120 views 3 comments 8 points Most recent by bsmorovitz February 3Feature Requests

Manually entered investment account - how to update balance? (edited)

Answered ✓ Closed luthergail 178 views 4 comments 0 points Most recent by luthergail January 28Adding and Updating Accounts

Balance in Investment portfolio page is incorrect (edited)

Closed Shahar 26 views 1 comment 0 points Most recent by Coach Jon January 27Adding and Updating Accounts

Coinbase Sync Ticker Causing Massive Valuation Errors in Investment Performance (edited)

Closed Travis H 119 views 3 comments 0 points Most recent by alexsbank January 20Adding and Updating Accounts

Add new Investment Account CalSavers Traditional and Roth IRA

Closed steph5471 19 views 1 comment 1 point Most recent by Coach Kristina January 10Adding and Updating Accounts

Should I make Valic/AIG Accounts Manual? How do I update the value manually? (edited)

Answered ✓ Closed N4KHQ 120 views 8 comments 0 points Most recent by N4KHQ January 8Adding and Updating Accounts

3

Ability to add Tags to Investment Holdings (edited)

TRS_One 14 views 1 comment 3 points Most recent by Coach Natalie January 8Feature Requests

52

Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)

Active TGP 452 views 16 comments 52 points Most recent by TRS_One January 8Feature Requests

27

Ability to Download/Export Net Worth and Investment Balance Data (edited)

Active SimpliJSHL 517 views 4 comments 27 points Most recent by rmarcus88 December 2025Feature Requests

Robinhood Brokerage Account Missing Cash Holding in the Portfolio (edited)

Closed rmquick25 233 views 8 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts

1

Stacked "Cost Basis vs. Gains" Visualization for Investments (edited)

Travis H 35 views 2 comments 1 point Most recent by DryHeat December 2025Feature Requests

529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

Closed rosachin21k 171 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug

Investments

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