Discussion List

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  Merged: TWR Including Cash Transactions

  Closed UrsulaA 11 views 0 comments 0 points Most recent by UrsulaA September 2024Troubleshooting
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  Investments stillllll need to be changed to payments

  Closed neon45 31 views 5 comments 0 points Most recent by neon45 September 2024Feedback
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  Closed accounts still show up in Investments

  Closed LakGoy 12 views 1 comment 0 points Most recent by Coach Jon September 2024Report a Bug
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  Changes to Investments

  Closed lwyman 21 views 1 comment 0 points Most recent by Coach Jon September 2024Feedback
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  PA529 Invest *STILL* broken, over a year later

  Closed Diver4242 22 views 1 comment 0 points Most recent by Coach Kristina September 2024Adding and Updating Accounts
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  18
  Investments: Ability to download/add a cost basis and purchase date to track total gains & losses

  Completed Closed aldas 327 views 22 comments 18 points Most recent by Coach Natalie September 2024Feature Requests
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  Wealthfront Direct indexing individual stocks

  Closed Vecozuhu 31 views 5 comments 0 points Most recent by Coach Natalie September 2024Investments
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  Interactive Brokers LLC International Stocks Issue (edited)

  Closed james01 182 views 13 comments 1 point Most recent by Coach Natalie September 2024Investments
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  Simplifi is too complicated so I left…

  Closed ffurja 52 views 1 comment 0 points Most recent by Coach Kristina August 2024Feedback
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  3

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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 41 views 2 comments 3 points Most recent by Coach Kristina August 2024Feature Requests
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  4

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  Canada Specific Investment Account Types (edited)

  Active smitp111 31 views 1 comment 4 points Most recent by BhupeshGajria August 2024Feature Requests
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  Is connecting to Interactive Brokers no longer supported?

  Closed jjl 250 views 8 comments 0 points Most recent by Coach Kristina August 2024Adding and Updating Accounts
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  Add a 180 Day option to Investment Balances and Performance Graphs (edited)

  Active BHazeltine 11 views 0 comments 1 point Started by BHazeltine August 2024 Feature Requests
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  Issue with Workaround for Ongoing Fidelity Issues

  Closed KB2014 72 views 0 comments 0 points Started by KB2014 July 2024 Investments
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  Thrift Savings Plan - Display Lifecycle and Individual Holdings in Investments Portfolio Tab

  Hackstar18 91 views 4 comments 1 point Most recent by Coach Jon July 2024Investments
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  Edward Jones Mutual funds daily pricing not updating

  Closed Clark 191 views 22 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  Simplifi Investment update time and date wrong

  Closed Chinstrap 1 view 1 comment 0 points Most recent by Coach Kristina July 2024Report a Bug
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  Allow transactions to be imported by sale of stock units...

  Closed trycrmr 11 views 1 comment 1 point Most recent by Coach Natalie July 2024Feedback
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  New York Life Investments

  Answered ✓ Closed Kim2024 32 views 1 comment 0 points Most recent by Coach Natalie June 2024Adding and Updating Accounts
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  8

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  Cetera and AdviceWorks

  Active bwinchester 255 views 11 comments 8 points Most recent by begones June 2024Report Missing Financial Institution
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  Investments Balances Chart

  Closed JK001 42 views 4 comments 1 point Most recent by DannyB June 2024Investments
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  Investment Quotes Updates

  Closed John Wells 132 views 11 comments 0 points Most recent by John Wells June 2024Investments
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  Stock Options

  Closed simpli_struggle 144 views 11 comments 0 points Most recent by Coach Jon June 2024Investments
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  Ally Investments not showing full account value

  Closed Mike2023 141 views 5 comments 1 point Most recent by eschrei June 2024Adding and Updating Accounts
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  Please add an investment account type for Donor Advised Funds (DAF)

  Active RTK 23 views 1 comment 2 points Most recent by Coach Natalie June 2024Feature Requests
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  SPLG holdings incorrectly labeled.

  Karim Benbourenane 81 views 9 comments 0 points Most recent by Karim Benbourenane June 2024Investments
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  14
  Add support for Robinhood IRA

  Completed Closed AlaskanWind 362 views 19 comments 14 points Most recent by Matt Y June 2024Report Missing Financial Institution
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  Is there a way to categorize investments as not expenses?

  Closed staz 63 views 1 comment 0 points Most recent by Coach Jon June 2024Investments