Investments

Discussion List

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  Simplifi is too complicated so I left…

  Closed ffurja 56 views 1 comment 0 points Most recent by Coach Kristina August 2024Feedback
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  7

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  Canada Specific Investment Account Types (edited)

  Active smitp111 33 views 1 comment 7 points Most recent by BhupeshGajria August 2024Feature Requests
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  Is connecting to Interactive Brokers no longer supported?

  Closed jjl 411 views 8 comments 0 points Most recent by Coach Kristina August 2024Adding and Updating Accounts
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  1

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  Add a 180 Day option to Investment Balances and Performance Graphs (edited)

  Active BHazeltine 11 views 0 comments 1 point Started by BHazeltine August 2024 Feature Requests
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  Issue with Workaround for Ongoing Fidelity Issues

  Closed KB2014 73 views 0 comments 0 points Started by KB2014 July 2024 Investments
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  Edward Jones Mutual funds daily pricing not updating

  Closed Clark 247 views 22 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  Allow transactions to be imported by sale of stock units...

  Closed trycrmr 12 views 1 comment 1 point Most recent by Coach Natalie July 2024Feedback
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  14
  Add support for Robinhood IRA

  Completed Closed AlaskanWind 412 views 19 comments 14 points Most recent by Matt Y June 2024Report Missing Financial Institution
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  Merged: Option to add ticker symbols manually

  Closed brian.marturana 121 views 0 comments 9 points Most recent by X. Tao May 2024Feature Requests
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  Merged: Ability to edit the symbols for holdings on connected accounts [Edited]

  X. Tao 11 views 0 comments 1 point Started by X. Tao May 2024 Feature Requests