Investments

Discussion List

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  Vanguard Brokerage Balances Untimely and Don't Match Between Screens

  Closed TomAter 539 views 6 comments 1 point Most recent by TomAter February 2025Adding and Updating Accounts
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  Cost Basis from Fidelity, Automatically Populate

  Closed TiggerTrainer 139 views 6 comments 0 points Most recent by TiggerTrainer February 2025Investments
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  [ONGOING] 1/29/25: TreasuryDirect - $0 Balance when Adding Investment Account

  Coach Natalie 59 views 1 comment 0 points Most recent by Coach Natalie February 2025Current Online Banking Issues
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  Investment Balances in Dashboard are different from Balances in “Insights-Investments”

  Closed Jlexky 17 views 2 comments 0 points Most recent by Jlexky February 2025Troubleshooting
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  Real Time vs Delayed Quotes

  Closed SFGlen 31 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  Why have outdated valuations on account summary page for investments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 33 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 18 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 13 views 0 comments 0 points Most recent by suzanne_alderman January 2025Feature Requests
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  Shares currency bug

  Closed mbrodin 14 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 155 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 154 views 27 comments 0 points Most recent by Coach Jon January 2025Troubleshooting
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  Support Stock Options (edited)

  Active robinsta 64 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 Most recent by SimpliJSHL January 2025Feature Requests
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  What should be the cost basis for investments in an IRA

  Closed SRC54 127 views 3 comments 0 points Most recent by SRC54 January 2025Investments
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  Investment CSV File

  Closed neon45 31 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 203 views 13 comments 0 points Most recent by Coach Jon January 2025Managing Your Transactions