Investments

Merged: Can't sync Shareworks Solium account (Morgan Stanley)

votr 1 view 0 comments 1 point Started by votr March 2024 Report Missing Financial Institution
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Please add Thrivent Mutual Funds (edited)

Active JerTech 105 views 6 comments 1 point Most recent by JerTech March 2024Report Missing Financial Institution
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Ability to track short positions in the Investments Portfolio

Active System 72 views 7 comments 2 points Most recent by SimpliJSHL March 2024Feature Requests
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Ability to Subtotal by Account Type in the Investments Tab (edited)

Active alkaboy 21 views 1 comment 3 points Most recent by Kim E February 2024Feature Requests
Merged: Separate out more Investment Account Types from Other subtotals

alkaboy 1 view 0 comments 1 point Started by alkaboy February 2024 Feature Requests
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Default 'closed' investment accounts as unselected in the Investment pages (edited)

Active Wedo778 34 views 0 comments 4 points Started by Wedo778 February 2024 Feature Requests
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Pie Charts & Graphs for Investments Holdings

Active TGP 124 views 5 comments 20 points Most recent by Scottp925 February 2024Feature Requests
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Ability to import net worth data for investment accounts

Already Offered Closed UrsulaA 281 views 16 comments 4 points Most recent by FutureEye February 2024Feature Requests