Investments

"Cost Basis Feedback" Banner steals focus from search field on Investment Page

Closed RockLee 61 views 5 comments 0 points Most recent by DannyB October 2024Report a Bug

Retirement Investment Account Classification: What Do You Think?

Closed DannyB 121 views 5 comments 1 point Most recent by DannyB October 2024Investments

Investments>Portfolio Symbol cut off if longer than 4 characters

Closed UrsulaA 21 views 3 comments 0 points Most recent by UrsulaA October 2024Report a Bug

Valic/AIG broken again

Closed N4KHQ 173 views 20 comments 0 points Most recent by N4KHQ October 2024Adding and Updating Accounts

4

Ability to Mark Holdings as Cash in Connected Investment Accounts (edited)

Active Jordandryce 11 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

Investment portfolio account balance surprises

Closed Jfreds 32 views 3 comments 0 points Most recent by Coach Natalie October 2024Adding and Updating Accounts

Merged: TWR Including Cash Transactions

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

Investments stillllll need to be changed to payments

Closed neon45 32 views 5 comments 0 points Most recent by neon45 September 2024Feedback

Closed accounts still show up in Investments

Closed LakGoy 13 views 1 comment 0 points Most recent by Coach Jon September 2024Report a Bug

Changes to Investments

Closed lwyman 21 views 1 comment 0 points Most recent by Coach Jon September 2024Feedback

PA529 Invest *STILL* broken, over a year later

Closed Diver4242 41 views 1 comment 0 points Most recent by Coach Kristina September 2024Adding and Updating Accounts

18

Investments: Ability to download/add a cost basis and purchase date to track total gains & losses

Completed Closed aldas 421 views 22 comments 18 points Most recent by Coach Natalie September 2024Feature Requests

Wealthfront Direct indexing individual stocks

Closed Vecozuhu 31 views 5 comments 0 points Most recent by Coach Natalie September 2024Investments

Interactive Brokers LLC International Stocks Issue (edited)

Closed james01 212 views 13 comments 1 point Most recent by Coach Natalie September 2024Investments

Simplifi is too complicated so I left…

Closed ffurja 61 views 1 comment 0 points Most recent by Coach Kristina August 2024Feedback

8

Canada Specific Investment Account Types (edited)

Active smitp111 33 views 1 comment 8 points Most recent by BhupeshGajria August 2024Feature Requests

Is connecting to Interactive Brokers no longer supported?

Closed jjl 435 views 8 comments 0 points Most recent by Coach Kristina August 2024Adding and Updating Accounts

1

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

Active BHazeltine 11 views 0 comments 1 point Most recent by BHazeltine August 2024Feature Requests

Issue with Workaround for Ongoing Fidelity Issues

Closed KB2014 72 views 0 comments 0 points Most recent by KB2014 July 2024Investments

Edward Jones Mutual funds daily pricing not updating

Closed Clark 251 views 22 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts

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

Investments

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