Investments

Discussion List

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  Investments Balances Chart

  Closed JK001 48 views 4 comments 1 point Most recent by DannyB June 11Investments
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  Investment Quotes Updates

  Closed John Wells 111 views 11 comments 0 points Most recent by John Wells June 11Investments
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  Stock Options

  Closed simpli_struggle 122 views 11 comments 0 points Most recent by Coach Jon June 10Investments
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  Ally Investments not showing full account value

  Closed Mike2023 91 views 5 comments 1 point Most recent by eschrei June 10Adding and Updating Accounts
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  1

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

  Active RTK 16 views 1 comment 1 point Most recent by Coach Natalie June 10Feature Requests
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  SPLG holdings incorrectly labeled.

  Karim Benbourenane 82 views 9 comments 0 points Most recent by Karim Benbourenane June 7Investments
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  14
  Add support for Robinhood IRA

  Completed Closed AlaskanWind 352 views 19 comments 14 points Most recent by Matt Y June 7Report Missing Financial Institution
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  Is there a way to categorize investments as not expenses?

  Closed staz 57 views 1 comment 0 points Most recent by Coach Jon June 6Investments
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  Morgan Stanley Stock Connect- FDP-103

  Closed Luvy Arora 67 views 1 comment 0 points Most recent by Coach Kristina June 2Adding and Updating Accounts
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  7

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

  Active DannyB 91 views 2 comments 7 points Most recent by DannyB May 31Feature Requests
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  Balance Issues with Stifel Wealth Tracker

  Closed jtribble 82 views 9 comments 0 points Most recent by Rosc May 21Adding and Updating Accounts
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  Investment Performance - how is it calculated

  Answered ✓ Closed simpli_struggle 29 views 1 comment 0 points Most recent by DannyB May 18Investments
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  American Funds 401k missing Holdings (edited)

  Closed LyT 289 views 17 comments 0 points Most recent by Coach Natalie May 16Investments
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  FDP-103 error connecting to Pershing LLC

  Closed johnl 36 views 1 comment 0 points Most recent by Coach Jon May 9Adding and Updating Accounts
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  Missing Transaction from Fidelity 401k contributions.

  Closed Another Stephen 73 views 6 comments 0 points Most recent by Another Stephen May 8Adding and Updating Accounts
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  Income blocked from reports

  Closed JXXS 55 views 4 comments 0 points Most recent by JXXS May 6Investments
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  Merged: Option to add ticker symbols manually

  Closed brian.marturana 122 views 0 comments 9 points Most recent by X. Tao May 4Feature Requests
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  18
  Edit ticker symbol and holdings

  Planned bobluck 154 views 11 comments 18 points Most recent by X. Tao May 4Feature Requests
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  Merged: Ability to edit the symbols for holdings on connected accounts [Edited]

  X. Tao 11 views 0 comments 1 point Started by X. Tao May 4 Feature Requests
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  Merrill Edge Holdings Updating Incorrectly

  Closed RichTexas 48 views 1 comment 0 points Most recent by Coach Natalie May 1Adding and Updating Accounts
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  Fidelity - Extra transactions; "Redemption From Core"

  Closed JTJG 1.2K views 34 comments 8 points Most recent by Coach Kristina April 28Adding and Updating Accounts
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  1

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  Manually Add Real Time Prices for Crypto

  Active Rokets34 70 views 1 comment 1 point Most recent by Dickcorb April 26Feature Requests
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  T Rowe Price - Difference in values between Dashboard and Investment detail

  Closed lwyman 70 views 5 comments 0 points Most recent by Coach Jon April 25Investments
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  No balances, holdings, or transactions downloading for Thrivent Financial accounts (edited)

  Closed gskluzacek 56 views 4 comments 0 points Most recent by Coach Jon April 25Adding and Updating Accounts
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  9

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  Add support for tracking crypto cold wallet addresses

  Active asjss1186 160 views 7 comments 9 points Most recent by kmr1 April 21Feature Requests
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  Several accounts do not seem to respond to the refresh button

  Closed Neubadger 125 views 9 comments 0 points Most recent by Coach Jon April 19Adding and Updating Accounts
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  2

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

  Active Gerry C 23 views 1 comment 2 points Most recent by rickj April 13Feature Requests
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  How can I manually track investments over time?

  Closed tonymfernandez 74 views 3 comments 0 points Most recent by Coach Jon April 9Managing Your Transactions