Investments

Discussion List

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  Manually updating investments while team resolves issues

  Answered ✓ Closed davidcwalls 47 views 2 comments 0 points Most recent by SRC54 June 2025Investments
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  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
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  Robinhood Cash separate from stock / Duplication

  Closed rmquick25 228 views 8 comments 0 points Most recent by rmquick25 June 2025Investments
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  Static Value for Manually Added Stock Holdings in Net Worth Report

  Closed rosachin21k 162 views 10 comments 0 points Most recent by Coach Jon June 2025Report a Bug
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  Merged: Closable "Related News"

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

  Closed Bella Li 45 views 2 comments 0 points Most recent by Coach Natalie June 2025Troubleshooting
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  "Investments" section in the mobile app is showing incorrect balances

  Closed krishnak 557 views 12 comments 0 points Most recent by krishnak June 2025Troubleshooting
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  Add a Report for Capital Gains (edited)

  Active Jim M. 12 views 0 comments 1 point Most recent by Jim M. June 2025Feature Requests
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  Investments Balances: Highlight the account in the graph by hovering over the account in the legend

  Active John Dressel 33 views 1 comment 1 point Most recent by Coach Natalie June 2025Feature Requests
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  Coinbase Account Holdings Not Accurate

  Closed whyme 1K views 38 comments 4 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Ability to Add Employer Retirement Investment

  Closed BudgetYogi 43 views 1 comment 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Investment Holdings is incorrect in the mobile application

  Closed System 102 views 5 comments 0 points Most recent by HMagh May 2025Investments
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  Stifel balance is incorrect (edited)

  Closed mdzenk 68 views 1 comment 0 points Most recent by Coach Natalie May 2025Adding and Updating Accounts
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  Stifel Incorrect Balance/Holdings Issue (edited)

  Closed fredct 194 views 12 comments 0 points Most recent by ACMinde May 2025Adding and Updating Accounts
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  Robinhood Performance not updating since March 7th 2024 (edited)

  Closed reddog1987 520 views 38 comments 1 point Most recent by Coach Natalie May 2025Adding and Updating Accounts
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  Merged: Crypto Category for investment accounts [Edited]

  Closed Mankow 1 view 0 comments 1 point Most recent by Mankow May 2025Feature Requests
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  Add 'Cryptocurrency' as an Investment Account Type [edited] (1 Merged Vote)

  Active tapierce 68 views 2 comments 13 points Most recent by Mankow May 2025Feature Requests
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  Robinhood managed IRA accounts supported?

  Closed fullmetalomelette 227 views 9 comments 0 points Most recent by fullmetalomelette May 2025Adding and Updating Accounts
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  Vanguard - what worked for me

  Closed Kalkrish 83 views 2 comments 1 point Most recent by KP_9 May 2025Adding and Updating Accounts
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  Why Are Account Roll-Up Totals Incorrect? (edited)

  Closed BobThings 151 views 5 comments 0 points Most recent by Coach Jon May 2025Investments
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  Thrift Savings Plan - Display Lifecycle and Individual Holdings in Investments Portfolio Tab

  Closed Hackstar18 115 views 5 comments 1 point Most recent by Coach Natalie April 2025Investments
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  Manual Investment Accounts aren't updating in Balances and Performance (since February 21)

  Closed mariafed 278 views 18 comments 0 points Most recent by Coach Jon April 2025Troubleshooting
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  Merged: Please add eQuipt

  Closed Chilly 1 view 0 comments 1 point Most recent by Chilly April 2025Managing Businesses
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  M1 Finance Not showing Money Market account when Syncing

  Closed gms 684 views 32 comments 1 point Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Dashboard Holdings Card Does Not Show Holdings (edited)

  Closed Chagall 42 views 6 comments 0 points Most recent by Chagall April 2025Troubleshooting
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  HSA Bank Investment Account

  Closed HRick 75 views 1 comment 1 point Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Getting "Invalid Symbol" for one or more Fidelity mutual funds

  Closed John Wells 62 views 2 comments 0 points Most recent by John Wells April 2025Investments
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  Fidelity's investing portfolio does not update total cost

  Closed dlezama 98 views 1 comment 0 points Most recent by SRC54 April 2025Investments
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  Tracking Manual Accounts and Investments

  Answered ✓ Closed Jamessmck 149 views 1 comment 0 points Most recent by Coach Kristina April 2025Investments
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  Vanguard connections resetting everyday

  Closed Elvin 671 views 9 comments 0 points Most recent by ssparrish April 2025Adding and Updating Accounts