Investments

Discussion List

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  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 13 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Charles Schwab Account Linking Issues in Quicken Simplifi

  Closed daldens 231 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Updating Manual Investment Account Balances (edited)

  Answered ✓ Closed Dick_Davis 114 views 2 comments 0 points Most recent by Dick_Davis September 2025Investments
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  Android Investments widget shows change % incorrectly (edited)

  Closed tweir 6 views 1 comment 1 point Most recent by Coach Jon September 2025Report a Bug
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  Investment feature request: to allow for the investment portfolio page (holdings) be exported to csv

  Closed nrp06 4 views 1 comment 0 points Most recent by Coach Kristina August 2025Investments
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  Investment Tab Upgrades

  Active adizzlefoto 234 views 11 comments 15 points Most recent by Coach Natalie August 2025Feature Requests
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  Back to Basics, please - investment accounts with multiple FIs can't connect [Edited]

  Closed PJLmoney 95 views 2 comments 1 point Most recent by PJLmoney August 2025Feedback
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  Cost Basis from Fidelity Accounts

  Answered ✓ Closed Knf423 35 views 1 comment 0 points Most recent by SRC54 August 2025Investments
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  Coinbase account does not show balances and stocks correctly (edited)

  Closed dtorg1955 87 views 1 comment 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Simplifi - Stop with the Automation!

  Closed Simpli-Is-Failing 67 views 2 comments -5 points Most recent by DannyB August 2025Feedback
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  Changed manual asset to investment and now balance shows zero

  Closed trewbux 24 views 2 comments 0 points Most recent by trewbux August 2025Adding and Updating Accounts
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  11

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  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 324 views 6 comments 11 points Most recent by Melaney August 2025Feature Requests
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  How Can I Save Money Effectively?

  Closed jack145 96 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 31 views 2 comments 3 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 150 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 151 views 5 comments 0 points Most recent by SRC54 July 2025Investments
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  Unable to add even Accounts with just DIV- Reinvest transactions

  Closed sb2 34 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 92 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 Most recent by Brian Montague July 2025Feature Requests
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  Coinbase Portfolio Values Are Wrong

  Closed whyme 59 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 60 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 26 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 4 views 1 comment 0 points Most recent by Coach Natalie July 2025Troubleshooting
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  Payments/Deposits in Investment Accounts

  Closed RTK 95 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 42 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 25 views 1 comment 2 points Most recent by SRC54 July 2025Adding and Updating Accounts
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  Corebridge Financial not pulling holdings info

  Closed Mankow 425 views 44 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  FDP-106: ComputerShare

  Closed nmnmnmnmn 48 views 5 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts