Investments

How to get BTC to track Bitcoin and not Grayscale Bitcoin Mini Trust ETF

Closed revsue 41 views 2 comments 0 points Most recent by revsue March 2025Troubleshooting

1

Support for Old National Wealth Management Client Portal

Active tagtyoureit 2 views 0 comments 1 point Most recent by tagtyoureit March 2025Report Missing Financial Institution or Biller

3

Ability to add notes to the Investments Balances graph (edited)

Active Flopbot 11 views 1 comment 3 points Most recent by UrsulaA March 2025Feature Requests

TD Canada Trust and missing RRSP and TFSA investment accounts

Closed oliverdavid 124 views 9 comments 0 points Most recent by oliverdavid March 2025Adding and Updating Accounts

What's the proper way to track changes in private stock value over time? (edited)

Answered ✓ Closed PaleBlueDot67 31 views 1 comment 0 points Most recent by Coach Jon March 2025Investments

Help with Valic/AIG/Corebridge

Closed N4KHQ 162 views 19 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts

What to do with Investment Holding that I don't know the Total Cost Basis?

Closed trd716 41 views 5 comments 0 points Most recent by Coach Jon February 2025Investments

Why are EXCLUSIONS the DEFAULT option???

Closed nogorman 14 views 1 comment 1 point Most recent by Coach Jon February 2025Feedback

19

Edit ticker symbol and holdings

Planned bobluck 247 views 12 comments 19 points Most recent by Harley February 2025Feature Requests

Vanguard Brokerage Balances Untimely and Don't Match Between Screens

Closed TomAter 406 views 6 comments 1 point Most recent by TomAter February 2025Adding and Updating Accounts

Cost Basis from Fidelity, Automatically Populate

Closed TiggerTrainer 124 views 6 comments 0 points Most recent by TiggerTrainer February 2025Investments

[ONGOING] 1/29/25: TreasuryDirect - $0 Balance when Adding Investment Account

Coach Natalie 51 views 1 comment 0 points Most recent by Coach Natalie February 2025Current Online Banking Issues

Investment Balances in Dashboard are different from Balances in “Insights-Investments”

Closed Jlexky 11 views 2 comments 0 points Most recent by Jlexky February 2025Troubleshooting

Real Time vs Delayed Quotes

Closed SFGlen 11 views 2 comments 0 points Most recent by Coach Kristina January 2025Feedback

Why have outdated valuations on account summary page for investments

Answered ✓ Closed lwyman 24 views 3 comments 0 points Most recent by Coach Jon January 2025Investments

Investments section is still pulling the wrong stock data from Fidelity

Closed RedOctober 13 views 1 comment 0 points Most recent by Coach Kristina January 2025Report a Bug

0

Calculate Gain % per Holding on Investments Page

Active suzanne_alderman 11 views 0 comments 0 points Most recent by suzanne_alderman January 2025Feature Requests

Shares currency bug

Closed mbrodin 11 views 1 comment 0 points Most recent by Coach Kristina January 2025Report a Bug

Investment Transactions not reflected in Balances or Performance

Closed System 112 views 14 comments 0 points Most recent by Max1223 January 2025Report a Bug

Getting Error when trying to access Holdings and Other Spending (edited)

Closed MishaM 153 views 27 comments 0 points Most recent by Coach Jon January 2025Troubleshooting

Merged: Ability to Track Stock Options

Closed SimpliJSHL 1 view 0 comments 1 point Most recent by SimpliJSHL January 2025Feature Requests

4

Support Stock Options (edited)

Active robinsta 52 views 2 comments 4 points Most recent by SimpliJSHL January 2025Feature Requests

What should be the cost basis for investments in an IRA

Closed SRC54 113 views 3 comments 0 points Most recent by SRC54 January 2025Investments

Investment CSV File

Closed neon45 21 views 2 comments 0 points Most recent by neon45 January 2025Investments

Investments

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