Investments

Discussion List

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  How Can I Save Money Effectively?

  Closed jack145 77 views 3 comments 0 points Most recent by DannyB August 2025Introduce yourself!
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  Please add an investment account type for Donor Advised Funds (DAF)

  Active RTK 21 views 2 comments 2 points Most recent by RTK August 2025Feature Requests
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  The portfolio Tab of the Investment does not get updated for certain Holdings

  Closed SudipChoudhury 82 views 3 comments 0 points Most recent by Coach Jon July 2025Investments
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  How to include cash balance in a manual investment account

  Closed Norm6257 78 views 5 comments 0 points Most recent by SRC54 July 2025Investments
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 94 views 9 comments 10 points Most recent by SRC54 July 2025Feature Requests
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  Unable to add even Accounts with just DIV- Reinvest transactions

  Closed sb2 32 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Potential new user questions

  Closed Helen Bacque 58 views 8 comments 0 points Most recent by SRC54 July 2025Feedback
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  Mobile App: Add more granularity to the Y-Axis of the Investments Balances graph (edited)

  Active Brian Montague 1 view 0 comments 3 points Started by Brian Montague July 2025 Feature Requests
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  Coinbase Portfolio Values Are Wrong

  Closed whyme 52 views 2 comments 0 points Most recent by whyme July 2025Adding and Updating Accounts
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  Investment balance always shows yesterday's balance in the Accounts List (edited)

  Closed hj2438 43 views 5 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  When entering bond cost, incorrect total value is calculated

  Closed Arthur Godfrey 12 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting
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  After my last update, my Porfolio was no longer available (edited)

  Closed Mbb#3992122 3 views 1 comment 0 points Most recent by Coach Natalie July 2025Troubleshooting
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  Payments/Deposits in Investment Accounts

  Closed RTK 67 views 3 comments 0 points Most recent by RTK July 2025Feedback
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  Add support for the CBOE Canada (NEO) Exchange (edited)

  Active akogan 36 views 2 comments 2 points Most recent by GGP_YOW July 2025Feature Requests
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  Checking Account at Fidelity Brokerage is forced to be Investment Account

  Closed JAXmultiplat 22 views 1 comment 1 point Most recent by SRC54 July 2025Adding and Updating Accounts
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  Corebridge Financial not pulling holdings info

  Closed Mankow 184 views 44 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  FDP-106: ComputerShare

  Closed nmnmnmnmn 34 views 5 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Manually updating investments while team resolves issues

  Answered ✓ Closed davidcwalls 33 views 2 comments 0 points Most recent by SRC54 June 2025Investments
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  Schwab "check numbers" not in the Quicken "check number" field

  Closed KrensSmith 15 views 3 comments 0 points Most recent by Coach Kristina June 2025Adding and Updating Accounts
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  Robinhood Cash separate from stock / Duplication

  Closed rmquick25 112 views 8 comments 0 points Most recent by rmquick25 June 2025Investments
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  Static Value for Manually Added Stock Holdings in Net Worth Report

  Closed rosachin21k 92 views 10 comments 0 points Most recent by Coach Jon June 2025Report a Bug
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  Merged: Closable "Related News"

  Closed 20THOR18 11 views 0 comments 2 points Most recent by DryHeat June 2025Feature Requests
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  Investment down 500% over 60 days?

  Closed Bella Li 11 views 2 comments 0 points Most recent by Coach Natalie June 2025Troubleshooting
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  "Investments" section in the mobile app is showing incorrect balances

  Closed krishnak 159 views 12 comments 0 points Most recent by krishnak June 2025Troubleshooting
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  Add a Report for Capital Gains (edited)

  Active Jim M. 1 view 0 comments 1 point Started by Jim M. June 2025 Feature Requests
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  Investments Balances: Highlight the account in the graph by hovering over the account in the legend

  Active John Dressel 1 view 1 comment 1 point Most recent by Coach Natalie June 2025Feature Requests
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  Coinbase Account Holdings Not Accurate

  Closed whyme 625 views 38 comments 4 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Ability to Add Employer Retirement Investment

  Closed BudgetYogi 16 views 1 comment 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts