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Investments

2

Investments page should show cash balances in addition to holdings (edited)

Completed Closed mdheikka 41 views 5 comments 2 points Most recent by Coach Natalie December 2021Feature Requests
14

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Investment performance comparisons (1 Merged Vote)

Active willya 41 views 4 comments 14 points Most recent by jsy42 December 2021Feature Requests
3

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Ability to create "Views" for Investments (edited)

Active TommyMac 11 views 2 comments 3 points Most recent by Mamote June 2021Feature Requests
3

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Ability to Track Employee Pension Plans (edited)

Active EgyptianHokie 1 view 0 comments 3 points Started by EgyptianHokie January 2021 Feature Requests
2

Request to add support for Titan investments (titanvest.com)

Completed Closed chanceryder25 31 views 1 comment 2 points Most recent by Coach Natalie March 2021Report Missing Financial Institution
Merged: Create transfers to brokerage accounts

Zackary 1 view 0 comments 1 point Started by Zackary April 2021 Feature Requests
why does Simplifi count some funds twice on Investments tab?

Closed brianm 31 views 16 comments 1 point Most recent by Coach Natalie July 2021Investments
0

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Add an "Account" column to the Investment Holding view (edited)

Active Gerry C 1 view 0 comments 0 points Started by Gerry C May 2021 Feature Requests
15

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Pie Charts & Graphs for Investments Holdings

Active TGP 31 views 3 comments 15 points Most recent by Coach Natalie November 2021Feature Requests
New User - Product Suggestions

Closed Mitchel 31 views 2 comments 0 points Most recent by Mitchel August 2021Feedback
4

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Unrealized Gain/Loss For Investments

Active Drew B 11 views 1 comment 4 points Most recent by Coach Natalie August 2021Feature Requests
Investment Classification & Categorization?

Answered ✓ Closed 5impl5abi 73 views 1 comment 0 points Most recent by Coach Natalie August 2021Investments
Access to Morgan Stanley Retirement account

Answered ✓ Closed MRDColorado 142 views 3 comments 2 points Most recent by MRDColorado November 2021Investments
Cryptocurrency price quotes on Simplifi?

Answered ✓ Closed Bob1 121 views 7 comments 0 points Most recent by Coach Natalie October 2021Investments
Can't Create Sub Category Under "Investments" Category

Closed tapierce 21 views 1 comment 0 points Most recent by Coach Natalie October 2021Investments
When is release date for upgraded Investment module?

Answered ✓ Closed Simplifi_JT 41 views 1 comment 1 point Most recent by Coach Natalie October 2021Investments
95% of the way to being the best personal finance tool

Closed rcortez 21 views 1 comment 0 points Most recent by Coach Natalie October 2021Feedback
Is there a way to put more than 10,000 shares in a manual investment account

Answered ✓ Closed kevimoh 21 views 2 comments 0 points Most recent by Coach Natalie November 2021Investments
Web Release 3.29.0 Feature not showing up

Answered ✓ Closed Havensd74 21 views 1 comment 0 points Most recent by Coach Natalie November 2021Feedback
Merged: Track and categorize transactions in brokerage accounts

bellini100 1 view 0 comments 1 point Started by bellini100 December 2021 Feature Requests
How do you track US savings bonds?

Answered ✓ Closed Jake 263 views 1 comment 0 points Most recent by Coach Natalie December 2021Investments
1

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Ability to remove 'Related News' from Investments Portfolio

Active mcnbmcnb 1 view 0 comments 1 point Started by mcnbmcnb January 2022 Feature Requests
Fidelity Brokerage added as Checking

Closed bhn 1 view 1 comment 0 points Most recent by Coach Natalie January 2022Adding and Updating Accounts
Tasty Trades?

Answered ✓ Closed donniedellinger 11 views 1 comment 0 points Most recent by Coach Natalie January 2022Investments
New Features Alert: Investing Balance Over Time & News Feed

Closed Coach Natalie 131 views 0 comments 4 points Started by Coach Natalie February 2022 Updates From the Product Team

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