Investments

Discussion List

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  Balance in Investment portfolio page is incorrect (edited)

  Closed Shahar 27 views 1 comment 0 points Most recent by Coach Jon January 27Adding and Updating Accounts
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  Coinbase Sync Ticker Causing Massive Valuation Errors in Investment Performance (edited)

  Closed Travis H 135 views 3 comments 0 points Most recent by alexsbank January 20Adding and Updating Accounts
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  Add new Investment Account CalSavers Traditional and Roth IRA

  Closed steph5471 25 views 1 comment 1 point Most recent by Coach Kristina January 10Adding and Updating Accounts
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  Should I make Valic/AIG Accounts Manual? How do I update the value manually? (edited)

  Answered ✓ Closed N4KHQ 138 views 8 comments 0 points Most recent by N4KHQ January 8Adding and Updating Accounts
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  Ability to add Tags to Investment Holdings (edited)

  Active TRS_One 16 views 1 comment 4 points Most recent by Coach Natalie January 8Feature Requests
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  Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)

  Active TGP 524 views 16 comments 52 points Most recent by TRS_One January 8Feature Requests
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  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 550 views 4 comments 27 points Most recent by rmarcus88 December 2025Feature Requests
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  Robinhood Brokerage Account Missing Cash Holding in the Portfolio (edited)

  Closed rmquick25 283 views 8 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Stacked "Cost Basis vs. Gains" Visualization for Investments (edited)

  Active Travis H 44 views 2 comments 1 point Most recent by DryHeat December 2025Feature Requests
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  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  Closed rosachin21k 233 views 18 comments 0 points Most recent by rosachin21k December 2025Report a Bug
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  How do I use Simplifi

  Closed NoraBelle 88 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 101 views 2 comments 0 points Most recent by Coach Kristina December 2025Investments
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  SoFi Brokerage & IRA Account Balances

  Closed MikeZ 62 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 60 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 131 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 36 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 29 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Investments - CVS download

  Closed neon45 48 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 5.7K 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 154 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 147 views 9 comments 0 points Most recent by SRC54 October 2025Adding and Updating Accounts
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  Simple vs Complete Investment Tracking

  Active AaronJB 679 views 15 comments 14 points Most recent by MikeZ October 2025Feature Requests
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  Investment balances should be consistent across the app

  Active sprugman 324 views 7 comments 11 points Most recent by MikeZ October 2025Feature Requests
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  MetLife insurance market value is wrong

  Closed EricH 47 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 71 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 26 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 15 views 1 comment 4 points Most recent by RobWilk October 2025Feature Requests