Investments

Discussion List

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  Help with Valic/AIG/Corebridge

  Closed N4KHQ 119 views 19 comments 0 points Most recent by Coach Natalie March 4Adding and Updating Accounts
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  What to do with Investment Holding that I don't know the Total Cost Basis?

  Closed trd716 43 views 5 comments 0 points Most recent by Coach Jon February 27Investments
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  Why are EXCLUSIONS the DEFAULT option???

  Closed nogorman 13 views 1 comment 1 point Most recent by Coach Jon February 26Feedback
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  19
  Edit ticker symbol and holdings

  Planned bobluck 215 views 12 comments 19 points Most recent by Harley February 26Feature Requests
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 30 views 1 comment 3 points Most recent by lwyman February 23Feature Requests
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  Vanguard Brokerage Balances Untimely and Don't Match Between Screens

  Closed TomAter 323 views 6 comments 1 point Most recent by TomAter February 22Adding and Updating Accounts
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  Cost Basis from Fidelity, Automatically Populate

  Closed TiggerTrainer 70 views 6 comments 0 points Most recent by TiggerTrainer February 14Investments
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  [ONGOING] 1/29/25: TreasuryDirect - $0 Balance when Adding Investment Account

  Coach Natalie 47 views 1 comment 0 points Most recent by Coach Natalie February 12Current Online Banking Issues
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  Investment Balances in Dashboard are different from Balances in “Insights-Investments”

  Closed Jlexky 11 views 2 comments 0 points Most recent by Jlexky February 9Troubleshooting
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  Real Time vs Delayed Quotes

  Closed SFGlen 13 views 2 comments 0 points Most recent by Coach Kristina January 25Feedback
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  Why have outdated valuations on account summary page for investments

  Answered ✓ Closed lwyman 25 views 3 comments 0 points Most recent by Coach Jon January 23Investments
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  Investments section is still pulling the wrong stock data from Fidelity

  Closed RedOctober 16 views 1 comment 0 points Most recent by Coach Kristina January 19Report a Bug
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  Calculate Gain % per Holding on Investments Page

  Active suzanne_alderman 13 views 0 comments 0 points Started by suzanne_alderman January 19 Feature Requests
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  Shares currency bug

  Closed mbrodin 11 views 1 comment 0 points Most recent by Coach Kristina January 18Report a Bug
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  Investment Transactions not reflected in Balances or Performance

  Closed System 64 views 14 comments 0 points Most recent by Max1223 January 16Report a Bug
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  Getting Error when trying to access Holdings and Other Spending (edited)

  Closed MishaM 106 views 27 comments 0 points Most recent by Coach Jon January 15Troubleshooting
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  Merged: Ability to Track Stock Options

  Closed SimpliJSHL 1 view 0 comments 1 point Started by SimpliJSHL January 15 Feature Requests
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  Support Stock Options (edited)

  Active robinsta 35 views 2 comments 4 points Most recent by SimpliJSHL January 15Feature Requests
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  What should be the cost basis for investments in an IRA

  Closed SRC54 100 views 3 comments 0 points Most recent by SRC54 January 6Investments
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  Investment CSV File

  Closed neon45 22 views 2 comments 0 points Most recent by neon45 January 6Investments
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  How to handle returned capital from an investment or CD?

  Answered ✓ Closed PatD 124 views 13 comments 0 points Most recent by Coach Jon January 3Managing Your Transactions
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  Incomplete although all costs are entered

  Closed Mike1431 27 views 1 comment 0 points Most recent by Wedo778 December 2024Troubleshooting
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  Investment Total Cost & Gains: Share your feedback here!

  Closed Coach Natalie 1.4K views 61 comments 0 points Most recent by Coach Natalie December 2024Feedback
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  No relation between Investment Transaction and Portfolio: Rationale?

  Closed simpli_struggle 80 views 9 comments 0 points Most recent by DannyB December 2024Investments
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  Show Cash and Stocks separately (edited)

  Closed vchan 85 views 3 comments 1 point Most recent by Coach Jon December 2024Investments