Investments

4

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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
1

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Dashboard - Holdings Tile - Restore Functionality Prior to Top Movers (edited)

Active today32 14 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 14 views 0 comments 4 points Most recent by Jordandryce October 2024Feature Requests
New Feature Alert: Investment Total Cost & Gains!

Closed Coach Natalie 3.1K 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
18

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

Completed Closed aldas 710 views 22 comments 18 points Most recent by Coach Natalie September 2024Feature Requests
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Canada Specific Investment Account Types (edited)

Active smitp111 53 views 1 comment 9 points Most recent by BhupeshGajria August 2024Feature Requests