Investments

Discussion List

• 
  74

  Up Down
  Add an HSA Investment account type (edited)

  Active MDG39518 639 views 16 comments 74 points Most recent by SRC54 September 4Feature Requests
• 
  Simplifi is too complicated so I left…

  Closed ffurja 44 views 1 comment 0 points Most recent by Coach Kristina August 24Feedback
• 
  4

  Up Down
  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 41 views 2 comments 4 points Most recent by Coach Kristina August 24Feature Requests
• 
  4

  Up Down
  Canada Specific Investment Account Types (edited)

  Active smitp111 27 views 1 comment 4 points Most recent by BhupeshGajria August 23Feature Requests
• 
  Is connecting to Interactive Brokers no longer supported?

  Closed jjl 183 views 8 comments 0 points Most recent by Coach Kristina August 18Adding and Updating Accounts
• 
  1

  Up Down
  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 72 views 0 comments 0 points Started by KB2014 July 27 Investments
• 
  15

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

  Active cmordas 528 views 30 comments 15 points Most recent by pkBubba July 26Feature Requests
• 
  10

  Up Down
  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 176 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 81 views 4 comments 1 point Most recent by Coach Jon July 25Investments
• 
  Edward Jones Mutual funds daily pricing not updating

  Closed Clark 188 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 13 views 1 comment 1 point Most recent by Coach Natalie July 2Feedback
• 
  New York Life Investments

  Answered ✓ Closed Kim2024 23 views 1 comment 0 points Most recent by Coach Natalie June 26Adding and Updating Accounts
• 
  8

  Up
  Cetera and AdviceWorks

  Active bwinchester 227 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 133 views 11 comments 0 points Most recent by Coach Jon June 10Investments
• 
  Ally Investments not showing full account value

  Closed Mike2023 108 views 5 comments 1 point Most recent by eschrei June 10Adding and Updating Accounts
• 
  1

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

  Active RTK 19 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 59 views 1 comment 0 points Most recent by Coach Jon June 6Investments
• 
  Morgan Stanley Stock Connect- FDP-103

  Closed Luvy Arora 76 views 1 comment 0 points Most recent by Coach Kristina June 2Adding and Updating Accounts
• 
  7

  Up Down
  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 83 views 9 comments 0 points Most recent by Rosc May 21Adding and Updating Accounts
• 
  Investment Performance - how is it calculated

  Answered ✓ Closed simpli_struggle 33 views 1 comment 0 points Most recent by DannyB May 18Investments
• 
  American Funds 401k missing Holdings (edited)

  Closed LyT 306 views 17 comments 0 points Most recent by Coach Natalie May 16Investments