Discussion List

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  Merged: Can't sync Shareworks Solium account (Morgan Stanley)

  votr 1 view 0 comments 1 point Started by votr March 2024 Report Missing Financial Institution
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  Investment balances should be consistent across the app

  Active sprugman 112 views 4 comments 6 points Most recent by tbo45 March 2024Feature Requests
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  Dashboard and Investments

  Answered ✓ Closed tbo45 94 views 2 comments 0 points Most recent by Coach Jon March 2024Investments
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  Bug - Mobile app updates to investments

  Closed botjnilt 31 views 2 comments 0 points Most recent by botjnilt March 2024Report a Bug
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  Savings goal won’t let me contribute to IRA?

  Answered ✓ Closed ethanwalker98 41 views 1 comment 0 points Most recent by Flopbot March 2024Using Savings Goals
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  Investment Report

  Closed DOhalloran 41 views 1 comment 1 point Most recent by Coach Natalie March 2024Feedback
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  Please add Thrivent Mutual Funds (edited)

  Active JerTech 93 views 6 comments 1 point Most recent by JerTech March 2024Report Missing Financial Institution
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  Investment asset allocation

  Closed michaelhubbard 54 views 1 comment 0 points Most recent by Coach Jon March 2024Investments
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  Investment - Balances - Default duration shown for 30 days. Can that be updated

  Closed RajOnTrack 11 views 1 comment 0 points Most recent by UrsulaA March 2024Investments
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  Ability to track short positions in the Investments Portfolio

  Active System 71 views 7 comments 2 points Most recent by SimpliJSHL March 2024Feature Requests
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  Are there plans to allow tracking of investment accounts towards savings goals?

  Answered ✓ Closed netty125 51 views 3 comments 0 points Most recent by netty125 March 2024Feedback
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  Entering fund reinvestments with the correct price at time of transaction

  Answered ✓ Closed Phil61 31 views 1 comment 0 points Most recent by Bgz March 2024Investments
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  Manual Investment Historical Cost Basis Suggestion

  Closed Makingspace 21 views 1 comment 0 points Most recent by UrsulaA February 2024Investments
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  how to create custom goals with account different than savings

  Answered ✓ Closed oscarh 22 views 1 comment 0 points Most recent by UrsulaA February 2024Using Savings Goals
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  Total Gain/Loss?

  Closed JACK-UK 31 views 3 comments 0 points Most recent by JACK-UK February 2024Investments
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  Ability to Subtotal by Account Type in the Investments Tab (edited)

  Active alkaboy 21 views 1 comment 3 points Most recent by Kim E February 2024Feature Requests
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  Merged: Separate out more Investment Account Types from Other subtotals

  alkaboy 1 view 0 comments 1 point Started by alkaboy February 2024 Feature Requests
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  Can you manually adjust investment performance

  Answered ✓ Closed Wedo778 81 views 3 comments 0 points Most recent by Wedo778 February 2024Investments
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  Default 'closed' investment accounts as unselected in the Investment pages (edited)

  Active Wedo778 31 views 0 comments 4 points Started by Wedo778 February 2024 Feature Requests
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  Manual Investment Account Balance is 0 in the Accounts List (edited)

  Closed jhamilt5 967 views 31 comments 1 point Most recent by Coach Natalie February 2024Investments
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  Brokerage account balance not updating in the Balances tab or Accounts List

  Closed System 151 views 6 comments 0 points Most recent by Coach Kristina February 2024Adding and Updating Accounts
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  Pie Charts & Graphs for Investments Holdings

  Active TGP 121 views 5 comments 20 points Most recent by Scottp925 February 2024Feature Requests
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  Ability to import net worth data for investment accounts

  Already Offered Closed UrsulaA 272 views 16 comments 4 points Most recent by FutureEye February 2024Feature Requests
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  Fidelity NetBenefits Mutual Fund Names

  ricklamb0810 243 views 18 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Progress on Investment Features

  Closed ffurja 51 views 1 comment 0 points Most recent by UrsulaA February 2024Feedback
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  Bug: Connected Fidelity brokerage account does not include margin

  Closed divegoga 51 views 5 comments 0 points Most recent by Coach Natalie February 2024Investments
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  Portfolio Market value is more than double the real amount

  Closed mackyo123 41 views 3 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Cannot reconnect PNC Investment accounts - Hasnt worked for at least a month if not longer

  Closed floridaman5000 412 views 9 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)

  Active TGP 313 views 11 comments 40 points Most recent by Blockman February 2024Feature Requests