Investments

Discussion List

• 
  The portfolio Tab of the Investment does not get updated for certain Holdings

  Closed SudipChoudhury 122 views 3 comments 0 points Most recent by Coach Jon July 2025Investments
• 
  How to include cash balance in a manual investment account

  Closed Norm6257 106 views 5 comments 0 points Most recent by SRC54 July 2025Investments
• 
  Unable to add even Accounts with just DIV- Reinvest transactions

  Closed sb2 37 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  Potential new user questions

  Closed Helen Bacque 86 views 8 comments 0 points Most recent by SRC54 July 2025Feedback
• 
  3

  Up Down
  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
• 
  Coinbase Portfolio Values Are Wrong

  Closed whyme 55 views 2 comments 0 points Most recent by whyme July 2025Adding and Updating Accounts
• 
  Investment balance always shows yesterday's balance in the Accounts List (edited)

  Closed hj2438 49 views 5 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
• 
  When entering bond cost, incorrect total value is calculated

  Closed Arthur Godfrey 20 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting
• 
  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
• 
  Payments/Deposits in Investment Accounts

  Closed RTK 76 views 3 comments 0 points Most recent by RTK July 2025Feedback
• 
  2

  Up Down
  Add support for the CBOE Canada (NEO) Exchange (edited)

  Active akogan 49 views 2 comments 2 points Most recent by GGP_YOW July 2025Feature Requests
• 
  Checking Account at Fidelity Brokerage is forced to be Investment Account

  Closed JAXmultiplat 29 views 1 comment 2 points Most recent by SRC54 July 2025Adding and Updating Accounts
• 
  Corebridge Financial not pulling holdings info

  Closed Mankow 280 views 44 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
• 
  FDP-106: ComputerShare

  Closed nmnmnmnmn 50 views 5 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
• 
  Manually updating investments while team resolves issues

  Answered ✓ Closed davidcwalls 40 views 2 comments 0 points Most recent by SRC54 June 2025Investments
• 
  Schwab "check numbers" not in the Quicken "check number" field

  Closed KrensSmith 16 views 3 comments 0 points Most recent by Coach Kristina June 2025Adding and Updating Accounts
• 
  Robinhood Cash separate from stock / Duplication

  Closed rmquick25 168 views 8 comments 0 points Most recent by rmquick25 June 2025Investments
• 
  Static Value for Manually Added Stock Holdings in Net Worth Report

  Closed rosachin21k 118 views 10 comments 0 points Most recent by Coach Jon June 2025Report a Bug
• 
  Merged: Closable "Related News"

  Closed 20THOR18 11 views 0 comments 2 points Most recent by DryHeat June 2025Feature Requests
• 
  Investment down 500% over 60 days?

  Closed Bella Li 23 views 2 comments 0 points Most recent by Coach Natalie June 2025Troubleshooting
• 
  "Investments" section in the mobile app is showing incorrect balances

  Closed krishnak 337 views 12 comments 0 points Most recent by krishnak June 2025Troubleshooting
• 
  1

  Up Down
  Add a Report for Capital Gains (edited)

  Active Jim M. 11 views 0 comments 1 point Most recent by Jim M. June 2025Feature Requests
• 
  1

  Up Down
  Investments Balances: Highlight the account in the graph by hovering over the account in the legend

  Active John Dressel 16 views 1 comment 1 point Most recent by Coach Natalie June 2025Feature Requests
• 
  Coinbase Account Holdings Not Accurate

  Closed whyme 789 views 38 comments 4 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
• 
  Ability to Add Employer Retirement Investment

  Closed BudgetYogi 25 views 1 comment 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
• 
  Investment Holdings is incorrect in the mobile application

  Closed System 61 views 5 comments 0 points Most recent by HMagh May 2025Investments
• 
  Stifel balance is incorrect (edited)

  Closed mdzenk 32 views 1 comment 0 points Most recent by Coach Natalie May 2025Adding and Updating Accounts
• 
  Stifel Incorrect Balance/Holdings Issue (edited)

  Closed fredct 153 views 12 comments 0 points Most recent by ACMinde May 2025Adding and Updating Accounts
• 
  Robinhood Performance not updating since March 7th 2024 (edited)

  Closed reddog1987 395 views 38 comments 1 point Most recent by Coach Natalie May 2025Adding and Updating Accounts