Investments

Discussion List

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  Real Time vs Delayed Quotes

  Closed SFGlen 11 views 2 comments 0 points Most recent by Coach Kristina January 2025Feedback
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  Why have outdated valuations on account summary page for investments

  Answered ✓ Closed lwyman 21 views 3 comments 0 points Most recent by Coach Jon January 2025Investments
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  Investments section is still pulling the wrong stock data from Fidelity

  Closed RedOctober 11 views 1 comment 0 points Most recent by Coach Kristina January 2025Report a Bug
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  Calculate Gain % per Holding on Investments Page

  Active suzanne_alderman 11 views 0 comments 0 points Started by suzanne_alderman January 2025 Feature Requests
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  Shares currency bug

  Closed mbrodin 11 views 1 comment 0 points Most recent by Coach Kristina January 2025Report a Bug
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  Investment Transactions not reflected in Balances or Performance

  Closed System 96 views 14 comments 0 points Most recent by Max1223 January 2025Report a Bug
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  Getting Error when trying to access Holdings and Other Spending (edited)

  Closed MishaM 131 views 27 comments 0 points Most recent by Coach Jon January 2025Troubleshooting
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  Support Stock Options (edited)

  Active robinsta 43 views 2 comments 4 points Most recent by SimpliJSHL January 2025Feature Requests
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  Merged: Ability to Track Stock Options

  Closed SimpliJSHL 1 view 0 comments 1 point Started by SimpliJSHL January 2025 Feature Requests
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  What should be the cost basis for investments in an IRA

  Closed SRC54 103 views 3 comments 0 points Most recent by SRC54 January 2025Investments
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  Investment CSV File

  Closed neon45 22 views 2 comments 0 points Most recent by neon45 January 2025Investments
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  How to handle returned capital from an investment or CD?

  Answered ✓ Closed PatD 135 views 13 comments 0 points Most recent by Coach Jon January 2025Managing Your Transactions
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  Incomplete although all costs are entered

  Closed Mike1431 31 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 1.5K 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 92 views 9 comments 0 points Most recent by DannyB December 2024Investments
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  Show Cash and Stocks separately (edited)

  Closed vchan 81 views 3 comments 1 point Most recent by Coach Jon December 2024Investments
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  Certain Investments Not Counting Toward Net Worth

  Closed piksol 82 views 6 comments 0 points Most recent by Coach Jon December 2024Investments
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  Adding Crypto Currency Transactions Manually

  Closed Diver4242 160 views 4 comments 0 points Most recent by Coach Kristina December 2024Managing Your Transactions
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  Feedback for Investments (edited)

  Closed Ellisd62 12 views 1 comment 0 points Most recent by Coach Jon December 2024Feedback
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  Breakdown of investment holdings per account

  Closed Huemul 13 views 1 comment 0 points Most recent by Coach Jon December 2024Feedback
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  Investment Quotes Updates

  Closed UrsulaA 72 views 10 comments 0 points Most recent by SRC54 December 2024Investments
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  Investing Holdings Data

  Closed Huemul 11 views 1 comment 0 points Most recent by UrsulaA December 2024Feedback
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  Schwab Retirement Technologies

  Active chrisnre 213 views 6 comments 3 points Most recent by mbaylor December 2024Report Missing Financial Institution
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  Merged: What can I do to get cost basis information from Schwab Equity Awards?

  Closed tylermdunn 1 view 0 comments 0 points Started by tylermdunn December 2024 Troubleshooting
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  Handling investment values for broken links

  Answered ✓ Closed lwyman 53 views 2 comments 0 points Most recent by lwyman November 2024Investments
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  Manually Add Real Time Prices for Crypto

  Active Rokets34 136 views 2 comments 2 points Most recent by brianperry263 November 2024Feature Requests
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  Mobile App: Keep the colors in the graphs consistent between Investments Balances and Performance

  Active L McGregor 1 view 0 comments 3 points Started by L McGregor November 2024 Feature Requests
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  Add a column that shows the percent of total for each position held in your portfolio (edited)

  Active bretstu 11 views 1 comment 5 points Most recent by Lytol November 2024Feature Requests