Investments

Discussion List

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  Toronto Stock Exchange Symbols Not Working

  donnajean 111 views 14 comments 0 points Most recent by Coach Jon December 2025Investments
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  New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

  Closed LJMR 71 views 9 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Simplifi does not show total value for Coinbase accounts

  Closed dtorg1955 31 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Simplifi shows stock attributes for some Coinbase coins

  Closed dtorg1955 21 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Investments - CVS download

  Closed neon45 42 views 2 comments 0 points Most recent by neon45 November 2025Feedback
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  Issue connecting two logins with Vanguard (edited)

  Closed Jeff C 3.6K views 125 comments 2 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Total Shareholder Return (TSR)

  Active ssoko 1 view 0 comments 2 points Most recent by ssoko November 2025Feature Requests
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  Investments Performance tab not displaying correctly.

  Closed jgo 93 views 7 comments 0 points Most recent by Coach Jon November 2025Report a Bug
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  Portfolio Report

  Closed Adanac 21 views 2 comments 0 points Most recent by Coach Natalie November 2025Using Reports
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  SoFi Roth & Brokerage Balances Are Not Current

  Closed MikeZ 72 views 9 comments 0 points Most recent by SRC54 October 2025Adding and Updating Accounts
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  12

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  Simple vs Complete Investment Tracking

  Active AaronJB 404 views 15 comments 12 points Most recent by MikeZ October 2025Feature Requests
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  10

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  Investment balances should be consistent across the app

  Active sprugman 225 views 7 comments 10 points Most recent by MikeZ October 2025Feature Requests
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  MetLife insurance market value is wrong

  Closed EricH 11 views 1 comment 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts
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  4

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  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 21 views 2 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  113

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  Add an HSA Investment account type (edited)

  In Review MDG39518 1.1K views 22 comments 113 points Most recent by Marquette42 October 2025Feature Requests
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  Android Widget Investments Percent Change Error (edited)

  Closed gfestian 21 views 1 comment 1 point Most recent by Coach Jon October 2025Report a Bug
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  Mobile App: Persistent Views in Investments (edited)

  Active HappyNorml 11 views 1 comment 4 points Most recent by RobWilk October 2025Feature Requests
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  Invalid Symbol for BRKB

  Closed SimplifyUserK 92 views 15 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  How to find total cost for investment page?

  Closed bccoleman 22 views 1 comment 0 points Most recent by DannyB October 2025Investments
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  Morgan Stanley Brokerage Accounts - "No Holdings Found" (edited)

  Closed RichardFritts 71 views 10 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  $275k fictitious loss on NVIDIA today

  Closed hjanum 51 views 3 comments 0 points Most recent by Coach Jon September 2025Investments
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  Add Projected Cash Flow for Investment Accounts (edited)

  Active MikeZ 11 views 0 comments 2 points Most recent by MikeZ September 2025Feature Requests
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  TreasuryDirect converted bonds incorrect balance

  Closed trewbux 382 views 35 comments 2 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 41 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
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  Investments widget shows an incorrect daily change due to rounding wrong (edited)

  Closed timmy5685 102 views 17 comments 0 points Most recent by Coach Jon September 2025Troubleshooting
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  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 12 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Charles Schwab Account Linking Issues in Quicken Simplifi

  Closed daldens 104 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Updating Manual Investment Account Balances (edited)

  Answered ✓ Closed Dick_Davis 64 views 2 comments 0 points Most recent by Dick_Davis September 2025Investments