Investments

Merged: What can I do to get cost basis information from Schwab Equity Awards?

Closed tylermdunn 1 view 0 comments 0 points Most recent by tylermdunn December 2024Troubleshooting
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Manually Add Real Time Prices for Crypto

Active Rokets34 154 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 5 views 0 comments 3 points Most recent by L McGregor November 2024Feature Requests
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Add a column that shows the percent of total for each position held in your portfolio (edited)

Active bretstu 12 views 1 comment 5 points Most recent by Lytol November 2024Feature Requests
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Ability to manage Investment Categories under Settings (edited)

Active FutureEye 55 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 15 views 0 comments 1 point Most recent by today32 November 2024Feature Requests
Merged: Helpful

Closed BHazeltine 1 view 0 comments 1 point Most recent by DannyB October 2024Feedback
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Ability to Mark Holdings as Cash in Connected Investment Accounts (edited)

Active Jordandryce 15 views 0 comments 4 points Most recent by Jordandryce October 2024Feature Requests
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
Merged: TWR Including Cash Transactions

Closed UrsulaA 11 views 0 comments 0 points Most recent by UrsulaA September 2024Troubleshooting