Investments

Discussion List

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  Invalid Symbol for BRKB

  Closed SimplifyUserK 234 views 15 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  How to find total cost for investment page?

  Closed bccoleman 83 views 1 comment 0 points Most recent by DannyB October 2025Investments
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  Morgan Stanley Brokerage Accounts - "No Holdings Found" (edited)

  Closed RichardFritts 201 views 10 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  $275k fictitious loss on NVIDIA today

  Closed hjanum 71 views 3 comments 0 points Most recent by Coach Jon September 2025Investments
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  Add Projected Cash Flow for Investment Accounts (edited)

  Active MikeZ 14 views 0 comments 6 points Most recent by MikeZ September 2025Feature Requests
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  TreasuryDirect converted bonds incorrect balance

  Closed trewbux 665 views 35 comments 2 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 63 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
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  Investments widget shows an incorrect daily change due to rounding wrong (edited)

  Closed timmy5685 214 views 17 comments 0 points Most recent by Coach Jon September 2025Troubleshooting
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  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 16 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 255 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 135 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 16 views 1 comment 0 points Most recent by Coach Kristina August 2025Investments
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  Investment Tab Upgrades

  Active adizzlefoto 267 views 11 comments 16 points Most recent by Coach Natalie August 2025Feature Requests
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  Cost Basis from Fidelity Accounts

  Answered ✓ Closed Knf423 48 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 101 views 1 comment 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Changed manual asset to investment and now balance shows zero

  Closed trewbux 29 views 2 comments 0 points Most recent by trewbux August 2025Adding and Updating Accounts
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  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 366 views 6 comments 11 points Most recent by Melaney August 2025Feature Requests
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  How Can I Save Money Effectively?

  Closed jack145 113 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 39 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 177 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 180 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 54 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Mobile App: Add more granularity to the Y-Axis of the Investments Balances graph (edited)

  Active Brian Montague 6 views 0 comments 3 points Most recent by Brian Montague July 2025Feature Requests
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  Coinbase Portfolio Values Are Wrong

  Closed whyme 71 views 2 comments 0 points Most recent by whyme July 2025Adding and Updating Accounts