Investments

Investment - Balances - Default duration shown for 30 days. Can that be updated

Closed RajOnTrack 14 views 1 comment 0 points Most recent by UrsulaA March 7Investments

2

Ability to track short positions in the Investments Portfolio

Active System 78 views 7 comments 2 points Most recent by SimpliJSHL March 7Feature Requests

Are there plans to allow tracking of investment accounts towards savings goals?

Answered ✓ Closed netty125 56 views 3 comments 0 points Most recent by netty125 March 5Feedback

Entering fund reinvestments with the correct price at time of transaction

Answered ✓ Closed Phil61 34 views 1 comment 0 points Most recent by Bgz March 2Investments

Manual Investment Historical Cost Basis Suggestion

Closed Makingspace 28 views 1 comment 0 points Most recent by UrsulaA February 28Investments

how to create custom goals with account different than savings

Answered ✓ Closed oscarh 25 views 1 comment 0 points Most recent by UrsulaA February 27Using Savings Goals

Total Gain/Loss?

Closed JACK-UK 38 views 3 comments 0 points Most recent by JACK-UK February 27Investments

3

Ability to Subtotal by Account Type in the Investments Tab (edited)

Active alkaboy 26 views 1 comment 3 points Most recent by Kim E February 27Feature Requests

Merged: Separate out more Investment Account Types from Other subtotals

alkaboy 1 view 0 comments 1 point Started by alkaboy February 27 Feature Requests

Can you manually adjust investment performance

Answered ✓ Closed Wedo778 81 views 3 comments 0 points Most recent by Wedo778 February 23Investments

4

Default 'closed' investment accounts as unselected in the Investment pages (edited)

Active Wedo778 32 views 0 comments 4 points Started by Wedo778 February 23 Feature Requests

Manual Investment Account Balance is 0 in the Accounts List (edited)

Closed jhamilt5 898 views 31 comments 1 point Most recent by Coach Natalie February 20Investments

Brokerage account balance not updating in the Balances tab or Accounts List

Closed System 138 views 6 comments 0 points Most recent by Coach Kristina February 17Adding and Updating Accounts

19

Pie Charts & Graphs for Investments Holdings

Active TGP 120 views 5 comments 19 points Most recent by Scottp925 February 16Feature Requests

4

Ability to import net worth data for investment accounts

Already Offered Closed UrsulaA 278 views 16 comments 4 points Most recent by FutureEye February 14Feature Requests

Fidelity NetBenefits Mutual Fund Names

ricklamb0810 237 views 18 comments 0 points Most recent by Coach Natalie February 14Adding and Updating Accounts

Progress on Investment Features

Closed ffurja 50 views 1 comment 0 points Most recent by UrsulaA February 10Feedback

Bug: Connected Fidelity brokerage account does not include margin

Closed divegoga 47 views 5 comments 0 points Most recent by Coach Natalie February 8Investments

Portfolio Market value is more than double the real amount

Closed mackyo123 44 views 3 comments 0 points Most recent by Coach Natalie February 8Adding and Updating Accounts

Cannot reconnect PNC Investment accounts - Hasnt worked for at least a month if not longer

Closed floridaman5000 344 views 9 comments 0 points Most recent by Coach Natalie February 8Adding and Updating Accounts

39

Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)

Active TGP 305 views 11 comments 39 points Most recent by Blockman February 3Feature Requests

Savings Plan

Closed Ward004 46 views 2 comments 0 points Most recent by UrsulaA February 2Using the Spending Plan

Issue displaying Vanguard brokerage holdings

Closed chaorabbit 526 views 8 comments 0 points Most recent by Coach Natalie January 30Investments

Adding short position of options in manual IRA account

Closed simplira 44 views 3 comments 0 points Most recent by Coach Natalie January 30Investments

A graph would be much better than a list of investments in the dashboard (edited)

Closed John Dressel 69 views 5 comments 0 points Most recent by Bgz January 29Using the Dashboard

Merged: Total gain/loss and cost basis for brokerage and retirement accounts

Bgz 51 views 0 comments 3 points Started by Bgz January 28 Feature Requests

Thrift Savings Plan MFA Issue

Closed lambda379 457 views 12 comments 0 points Most recent by Coach Kristina January 28Adding and Updating Accounts

My Interactive Brokers balances are showing as 0.

Closed Nishant 158 views 3 comments 0 points Most recent by Coach Natalie January 19Adding and Updating Accounts

Merged: Group Transfers

Jurgo 1 view 0 comments 1 point Started by Jurgo January 18 Feature Requests

Way to post a Series I Savings Bond in investments

Closed tully 140 views 1 comment 1 point Most recent by Coach Natalie January 17Investments

Investments

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