Investments

Discussion List

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  How do I use Simplifi

  Closed NoraBelle 84 views 2 comments 0 points Most recent by DannyB December 2025Getting Started
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  Manually updating TSP Investments with number of shares/cost each payperiod

  Closed grahamtj01 93 views 2 comments 0 points Most recent by Coach Kristina December 2025Investments
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  3

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  Investments: Add additional decimal points for fractional shares (edited)

  jwphillips 38 views 2 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  SoFi Brokerage & IRA Account Balances

  Closed MikeZ 54 views 2 comments 1 point Most recent by MikeZ December 2025Adding and Updating Accounts
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  IRA Distributions and Qualified Distributions to Save Income Tax

  Closed SRC54 51 views 1 comment 2 points Most recent by SRC54 December 2025The Water Cooler
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  New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

  Closed LJMR 99 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 35 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 24 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Investments - CVS download

  Closed neon45 41 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 5K 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 3 views 0 comments 2 points Most recent by ssoko November 2025Feature Requests
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  Investments Performance tab not displaying correctly.

  Closed jgo 133 views 7 comments 0 points Most recent by Coach Jon November 2025Report a Bug
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  Portfolio Report

  Closed Adanac 35 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 116 views 9 comments 0 points Most recent by SRC54 October 2025Adding and Updating Accounts
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  13

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  Simple vs Complete Investment Tracking

  Active AaronJB 559 views 15 comments 13 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 280 views 7 comments 10 points Most recent by MikeZ October 2025Feature Requests
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  MetLife insurance market value is wrong

  Closed EricH 41 views 1 comment 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts
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  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 65 views 2 comments 4 points Most recent by Coach Natalie 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 186 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 61 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 141 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 59 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 13 views 0 comments 6 points Most recent by MikeZ September 2025Feature Requests
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  TreasuryDirect converted bonds incorrect balance

  Closed trewbux 519 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 44 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 161 views 17 comments 0 points Most recent by Coach Jon September 2025Troubleshooting