Investments

Savings goal won’t let me contribute to IRA?

Answered ✓ Closed ethanwalker98 42 views 1 comment 0 points Most recent by Flopbot March 2024Using Savings Goals

1

Please add Thrivent Mutual Funds (edited)

Active JerTech 103 views 6 comments 1 point Most recent by JerTech March 2024Report Missing Financial Institution

Investment asset allocation

Closed michaelhubbard 99 views 1 comment 0 points Most recent by Coach Jon March 2024Investments

Investment - Balances - Default duration shown for 30 days. Can that be updated

Closed RajOnTrack 11 views 1 comment 0 points Most recent by UrsulaA March 2024Investments

2

Ability to track short positions in the Investments Portfolio

Active System 72 views 7 comments 2 points Most recent by SimpliJSHL March 2024Feature Requests

Entering fund reinvestments with the correct price at time of transaction

Answered ✓ Closed Phil61 31 views 1 comment 0 points Most recent by Bgz March 2024Investments

Manual Investment Historical Cost Basis Suggestion

Closed Makingspace 22 views 1 comment 0 points Most recent by UrsulaA February 2024Investments

how to create custom goals with account different than savings

Answered ✓ Closed oscarh 23 views 1 comment 0 points Most recent by UrsulaA February 2024Using Savings Goals

Total Gain/Loss?

Closed JACK-UK 31 views 3 comments 0 points Most recent by JACK-UK February 2024Investments

3

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

Can you manually adjust investment performance

Answered ✓ Closed Wedo778 85 views 3 comments 0 points Most recent by Wedo778 February 2024Investments

4

Default 'closed' investment accounts as unselected in the Investment pages (edited)

Active Wedo778 33 views 0 comments 4 points Started by Wedo778 February 2024 Feature Requests

Manual Investment Account Balance is 0 in the Accounts List (edited)

Closed jhamilt5 1K views 31 comments 1 point Most recent by Coach Natalie February 2024Investments

Brokerage account balance not updating in the Balances tab or Accounts List

Closed System 174 views 6 comments 0 points Most recent by Coach Kristina February 2024Adding and Updating Accounts

20

Pie Charts & Graphs for Investments Holdings

Active TGP 122 views 5 comments 20 points Most recent by Scottp925 February 2024Feature Requests

4

Ability to import net worth data for investment accounts

Already Offered Closed UrsulaA 279 views 16 comments 4 points Most recent by FutureEye February 2024Feature Requests

Bug: Connected Fidelity brokerage account does not include margin

Closed divegoga 53 views 5 comments 1 point Most recent by Coach Natalie February 2024Investments

Portfolio Market value is more than double the real amount

Closed mackyo123 44 views 3 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts

Cannot reconnect PNC Investment accounts - Hasnt worked for at least a month if not longer

Closed floridaman5000 427 views 9 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts

Savings Plan

Closed Ward004 42 views 2 comments 0 points Most recent by UrsulaA February 2024Using the Spending Plan

Issue displaying Vanguard brokerage holdings

Closed chaorabbit 647 views 8 comments 0 points Most recent by Coach Natalie January 2024Investments

Adding short position of options in manual IRA account

Closed simplira 43 views 3 comments 0 points Most recent by Coach Natalie January 2024Investments

A graph would be much better than a list of investments in the dashboard (edited)

Closed John Dressel 79 views 5 comments 0 points Most recent by Bgz January 2024Using the Dashboard

Merged: Total gain/loss and cost basis for brokerage and retirement accounts

Bgz 51 views 0 comments 3 points Started by Bgz January 2024 Feature Requests

Thrift Savings Plan MFA Issue

Closed lambda379 596 views 12 comments 0 points Most recent by Coach Kristina January 2024Adding and Updating Accounts

My Interactive Brokers balances are showing as 0.

Closed Nishant 231 views 3 comments 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts

Investments

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