Investments

Discussion List

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  Display tax lots for investments (edited)

  Active corefi 15 views 0 comments 1 point Started by corefi September 2022 Feature Requests
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  Ability to track transactions for Manual Investment Accounts (edited)

  Completed Closed bankofdad 238 views 7 comments 3 points Most recent by bbertchie September 2022Feature Requests
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  Need details of investments like market value and cost basis (edited)

  Completed Closed Cincinnati-Boy 33 views 1 comment 4 points Most recent by Coach Natalie September 2022Feature Requests
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  For investment income, be able to create a rule so these get sorted differently

  Completed Closed Laura 71 views 3 comments 2 points Most recent by Coach Natalie September 2022Feature Requests
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  Ability to create 'Transfers' To/From IRA and Investment Accounts [edited] (3 Merged Votes)

  Completed Closed ZZPSP 306 views 5 comments 3 points Most recent by Coach Natalie September 2022Feature Requests
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  Show Investment Transactions (1 Merged Vote)

  Completed Closed jpv121 825 views 21 comments 18 points Most recent by Coach Natalie September 2022Feature Requests
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  Add 'Precious Metals' as an Investment Account Type (edited)

  Active Gcran 35 views 1 comment 0 points Most recent by Coach Natalie August 2022Feature Requests
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  Merged: Add Functionality: Using Brokerage Accounts for Savings Goals

  username1 21 views 0 comments 1 point Started by username1 June 2022 Feature Requests
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  Foreign Exchange Market Tracker

  Active SeanK22 13 views 0 comments 1 point Started by SeanK22 April 2022 Feature Requests
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  Add Arrived Homes Investment platform

  Active carbonj 24 views 2 comments 1 point Most recent by carbonj April 2022Report Missing Financial Institution