Manual Portfolio Tracking
complete
B
Brave Guppy
Allow for manual input of investments across stocks and crypto holdings.
Separate chart to track portfolio/s.
Many people have their investment assets spread across places that don’t play nice with Plaid.
O
Olivia
complete
Thank you to everyone who has upvoted this Feature Request!
This feature is now available.
You can learn more, including how to convert an existing manual investments account to a manual holdings account here: https://intercom.help/copilotmoney/en/articles/6097003-tracking-holdings-with-manual-accounts
Q
Quinacridone magenta Camel
Merged in a post:
Manual investment account
I
Interesting Turtle
Manual investment account where I can specify a euro account or a specific cryptocurrency I have held on an exchange or deposit platform
O
Olivia
Merged in a post:
Tracking shares for manually entered Investments
L
Logical Swallow
Right now I have an account that will not sync with the Brokerage/Bank login (Aspiration Redwood Fund). If instead of “current balance” we could track “shares held” and also enter the ticker code for syncing to the market closing performance, this balance could update automatically.
This currently happens with Simplifi, and could be beneficial here.
O
Olivia
Merged in a post:
Equity for Manual Investment Accounts
A
Aegean blue Cod
Have the option to manually update equity holdings for manual investment accounts. It would nice for giving more accurate data in the new investment tab
Q
Quinacridone magenta Camel
Merged in a post:
Manually Track Company Equity
K
Krypton green Turtle
I have stock options in a startup I’m working at and can’t track that well in Copilot at the moment. Tools like Personal Capital allow you to set the start dates, current share price, vesting dates, etc. This allows you to kind of set it and forget it. Would love to have this in Copilot as well.
Q
Quinacridone magenta Camel
Merged in a post:
Track manually entered investments
J
Jasmine green Halibut
Right now, there are a few services that copilot doesn’t integrate with. I’d love a feature where I enter a security (stock, bond, crypto) and the number of holdings, and the value is updated daily..