Discussion List

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  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 220 views 5 comments 10 points Most recent by bw808 February 25Feature Requests
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 14 views 1 comment 1 point Most recent by lwyman February 23Feature Requests
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  Vanguard Brokerage Balances Untimely and Don't Match Between Screens

  Closed TomAter 170 views 6 comments 1 point Most recent by TomAter February 22Adding and Updating Accounts
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  Cost Basis from Fidelity, Automatically Populate

  Closed TiggerTrainer 58 views 6 comments 0 points Most recent by TiggerTrainer February 14Investments
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  [ONGOING] 1/29/25: TreasuryDirect - $0 Balance when Adding Investment Account

  Coach Natalie 45 views 1 comment 0 points Most recent by Coach Natalie February 12Current Online Banking Issues
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  Investment Balances in Dashboard are different from Balances in “Insights-Investments”

  Closed Jlexky 17 views 2 comments 0 points Most recent by Jlexky February 9Troubleshooting
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  Real Time vs Delayed Quotes

  Closed SFGlen 15 views 2 comments 0 points Most recent by Coach Kristina January 25Feedback
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  Why have outdated valuations on account summary page for investments

  Answered ✓ Closed lwyman 22 views 3 comments 0 points Most recent by Coach Jon January 23Investments
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  Investments section is still pulling the wrong stock data from Fidelity

  Closed RedOctober 16 views 1 comment 0 points Most recent by Coach Kristina January 19Report a Bug
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  Calculate Gain % per Holding on Investments Page

  Active suzanne_alderman 11 views 0 comments 0 points Started by suzanne_alderman January 19 Feature Requests
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  Shares currency bug

  Closed mbrodin 12 views 1 comment 0 points Most recent by Coach Kristina January 18Report a Bug
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  Investment Transactions not reflected in Balances or Performance

  Closed System 42 views 14 comments 0 points Most recent by Max1223 January 16Report a Bug
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  Getting Error when trying to access Holdings and Other Spending (edited)

  Closed MishaM 94 views 27 comments 0 points Most recent by Coach Jon January 15Troubleshooting
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  Support Stock Options (edited)

  Active robinsta 30 views 2 comments 3 points Most recent by SimpliJSHL January 15Feature Requests
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  Merged: Ability to Track Stock Options

  Closed SimpliJSHL 1 view 0 comments 1 point Started by SimpliJSHL January 15 Feature Requests
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  Add an HSA Investment account type (edited)

  In Review MDG39518 795 views 18 comments 89 points Most recent by johnnyjoesifer January 14Feature Requests
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  What should be the cost basis for investments in an IRA

  Closed SRC54 70 views 3 comments 0 points Most recent by SRC54 January 6Investments
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  Investment CSV File

  Closed neon45 21 views 2 comments 0 points Most recent by neon45 January 6Investments
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  How to handle returned capital from an investment or CD?

  Answered ✓ Closed PatD 100 views 13 comments 0 points Most recent by Coach Jon January 3Managing Your Transactions
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  Incomplete although all costs are entered

  Closed Mike1431 23 views 1 comment 0 points Most recent by Wedo778 December 2024Troubleshooting
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  Investment Total Cost & Gains: Share your feedback here!

  Closed Coach Natalie 1.4K views 61 comments 0 points Most recent by Coach Natalie December 2024Feedback
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  No relation between Investment Transaction and Portfolio: Rationale?

  Closed simpli_struggle 71 views 9 comments 0 points Most recent by DannyB December 2024Investments
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  Show Cash and Stocks separately (edited)

  Closed vchan 83 views 3 comments 1 point Most recent by Coach Jon December 2024Investments
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  [ONGOING] 12/10/24: Issue Adding Multiple Holdings to a Manual Brokerage Account: FHCCX & FACDX

  Coach Natalie 48 views 1 comment 0 points Most recent by Coach Natalie December 2024Known Product Issues
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  Certain Investments Not Counting Toward Net Worth

  Closed piksol 69 views 6 comments 0 points Most recent by Coach Jon December 2024Investments
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  Adding Crypto Currency Transactions Manually

  Closed Diver4242 102 views 4 comments 0 points Most recent by Coach Kristina December 2024Managing Your Transactions
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  Feedback for Investments (edited)

  Closed Ellisd62 11 views 1 comment 0 points Most recent by Coach Jon December 2024Feedback
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  Breakdown of investment holdings per account

  Closed Huemul 11 views 1 comment 0 points Most recent by Coach Jon December 2024Feedback