Investments

Discussion List

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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 162 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 50 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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  T Rowe Price - Difference in values between Dashboard and Investment detail

  Closed lwyman 75 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 60 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 169 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 134 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 82 views 3 comments 0 points Most recent by Coach Jon April 9Managing Your Transactions
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  Edward Jones will not connect! FDP-106 Error

  Closed Clark 199 views 16 comments 0 points Most recent by Coach Natalie April 8Adding and Updating Accounts
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  1

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  Add sparklines for accounts and investment holdings

  Active jsy42 22 views 4 comments 1 point Most recent by jsy42 April 6Feature Requests
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  Human Interest shares are zero

  Closed pph 24 views 3 comments 0 points Most recent by Coach Jon April 2Investments
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  Manually Update Investment Account Balances

  Closed LBC82 162 views 1 comment 1 point Most recent by Coach Natalie April 1Adding and Updating Accounts
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  Feature request: allow non-bank accounts to be used for Goals

  Closed Karim Benbourenane 39 views 2 comments 0 points Most recent by Karim Benbourenane March 30Using Savings Goals
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  Merged: Allow stocks/RSUs sold to be counted as income

  jiehan 11 views 0 comments 1 point Started by jiehan March 27 Feature Requests
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  Cannot Connect To TradePMR FDP-103 error (edited)

  Closed woodswayne 41 views 3 comments 0 points Most recent by Coach Jon March 27Adding and Updating Accounts
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  Manual Investment Account isn't updating in Balances, Performance, or Net Worth Report (edited)

  Closed Steve574 274 views 6 comments 1 point Most recent by Coach Natalie March 26Report a Bug
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  Balance Issues with Stifel Wealth Tracker (edited)

  Closed JG888 461 views 23 comments 0 points Most recent by Coach Natalie March 22Feedback
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  Merged: Can't sync Shareworks Solium account (Morgan Stanley)

  votr 1 view 0 comments 1 point Started by votr March 22 Report Missing Financial Institution
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  5

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  Investment balances should be consistent across the app

  Active sprugman 95 views 4 comments 5 points Most recent by tbo45 March 21Feature Requests
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  Dashboard and Investments

  Answered ✓ Closed tbo45 84 views 2 comments 0 points Most recent by Coach Jon March 20Investments
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  Bug - Mobile app updates to investments

  Closed botjnilt 32 views 2 comments 0 points Most recent by botjnilt March 17Report a Bug
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  Savings goal won’t let me contribute to IRA?

  Answered ✓ Closed ethanwalker98 41 views 1 comment 0 points Most recent by Flopbot March 16Using Savings Goals
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  Investment Report

  Closed DOhalloran 37 views 1 comment 1 point Most recent by Coach Natalie March 13Feedback
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  1

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  Please add Thrivent Mutual Funds (edited)

  Active JerTech 80 views 6 comments 1 point Most recent by JerTech March 12Report Missing Financial Institution
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  Investment asset allocation

  Closed michaelhubbard 43 views 1 comment 0 points Most recent by Coach Jon March 11Investments