Investments

Discussion List

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  Adding Crypto Currency Transactions Manually

  Closed Diver4242 181 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 14 views 1 comment 0 points Most recent by Coach Jon December 2024Feedback
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  Investment Quotes Updates

  Closed UrsulaA 75 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 219 views 6 comments 3 points Most recent by mbaylor December 2024Report Missing Financial Institution or Biller
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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 57 views 2 comments 0 points Most recent by lwyman November 2024Investments
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  Manually Add Real Time Prices for Crypto

  Active Rokets34 141 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
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  Buy/Sell Investment Transactions don't update Holdings

  Closed akogan 25 views 1 comment 1 point Most recent by Coach Jon November 2024Feedback
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  On my Robinhood Investment account, margin account debits show up as a positive number (edited)

  Closed Dan6912 12 views 1 comment 0 points Most recent by Coach Jon November 2024Adding and Updating Accounts
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  TreasuryDirect - ibond & tbond issues (edited)

  Closed Nu2Money 2K views 48 comments 2 points Most recent by Coach Natalie November 2024Investments
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  Manual Investment Account isn't updating in Balances, Performance, or Net Worth Report (edited)

  Closed brianperry263 490 views 25 comments 1 point Most recent by Coach Natalie November 2024Adding and Updating Accounts
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  Ability to manage Investment Categories under Settings (edited)

  Active FutureEye 52 views 1 comment 4 points Most recent by mb996 November 2024Feature Requests
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  Dashboard - Holdings Tile - Restore Functionality Prior to Top Movers (edited)

  Active today32 11 views 0 comments 1 point Started by today32 November 2024 Feature Requests
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  Investments

  Closed Dafelhandler 13 views 1 comment 1 point Most recent by Coach Natalie October 2024Feedback
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  Introducing Investment Transactions -- Share your feedback here!

  Closed Coach Nicole 2.1K views 59 comments 7 points Most recent by Coach Natalie October 2024Feedback
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  Merged: Helpful

  Closed BHazeltine 1 view 0 comments 1 point Most recent by DannyB October 2024Feedback
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  Manually Tracking Crypto

  Answered ✓ Closed anold 305 views 3 comments 0 points Most recent by Coach Natalie October 2024Investments
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  Cost basis not updating

  Closed krmjo 67 views 4 comments 0 points Most recent by krmjo October 2024Report a Bug
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  "Cost Basis Feedback" Banner steals focus from search field on Investment Page

  Closed RockLee 57 views 5 comments 0 points Most recent by DannyB October 2024Report a Bug
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  Retirement Investment Account Classification: What Do You Think?

  Closed DannyB 118 views 5 comments 1 point Most recent by DannyB October 2024Investments
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  Investments>Portfolio Symbol cut off if longer than 4 characters

  Closed UrsulaA 23 views 3 comments 0 points Most recent by UrsulaA October 2024Report a Bug
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  Valic/AIG broken again

  Closed N4KHQ 175 views 20 comments 0 points Most recent by N4KHQ October 2024Adding and Updating Accounts
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  Ability to Mark Holdings as Cash in Connected Investment Accounts (edited)

  Active Jordandryce 11 views 0 comments 4 points Started by Jordandryce October 2024 Feature Requests
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  New Feature Alert: Investment Total Cost & Gains!

  Closed Coach Natalie 3K views 1 comment 0 points Most recent by Coach Natalie October 2024Updates From the Product Team