Investments

Why have outdated valuations on account summary page for investments

Answered ✓ Closed lwyman 48 views 3 comments 0 points Most recent by Coach Jon January 2025Investments
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Calculate Gain % per Holding on Investments Page

Active suzanne_alderman 12 views 0 comments 1 point Most recent by suzanne_alderman January 2025Feature Requests
Getting Error when trying to access Holdings and Other Spending (edited)

Closed MishaM 347 views 27 comments 0 points Most recent by Coach Jon January 2025Troubleshooting
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Support Stock Options (edited)

Active robinsta 101 views 2 comments 4 points Most recent by SimpliJSHL January 2025Feature Requests
Merged: Ability to Track Stock Options

Closed SimpliJSHL 1 view 0 comments 1 point Most recent by SimpliJSHL January 2025Feature Requests
What should be the cost basis for investments in an IRA

Closed SRC54 172 views 3 comments 0 points Most recent by SRC54 January 2025Investments
Investment CSV File

Closed neon45 41 views 2 comments 0 points Most recent by neon45 January 2025Investments
How to handle returned capital from an investment or CD?

Answered ✓ Closed PatD 309 views 13 comments 0 points Most recent by Coach Jon January 2025Managing Your Transactions
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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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 14 views 1 comment 6 points Most recent by Lytol November 2024Feature Requests