Track investment portfolio
complete
U
Urgent Dinosaur
Seems like this is out of scope, but would be great to be able to see my portfolio performance in copilot. Personal Finance currently does this for me but it’s imperfect (doesn’t update often enough, doesn’t accurately capture cost basis).
This would be huge if you guys could do it. A copy of PF Portfolio functionality would already be a massive improvement. At the minimum it would be good to track net change daily for all investment accounts.
O
Olivia
complete
Available in v2.0!
O
Olivia
Merged in a post:
Portfolio breakdown across accounts
O
Optimistic Shark
I have holdings across different accounts (multiple 401k accounts, TD Ameritrade, Stash, Robinhood). Each app has their own view for portfolio breakdown, but it would be really helpful to be able to visualize my portfolio across all my accounts.
I see that each brokerage account view has a breakdown of holdings, but a view which combined all of this would be really helpful!
Andres
in progress
Q
Quinacridone magenta Camel
Merged in a post:
Retirement / investment portfolio tools
L
Lemon Bison
Similar to free tools available on competitors like Personal Capital and Betterment, please add features that allow us to get quick feedback on which stocks/accounts are performing well and advice on how to rebalance/modify our portfolios to meet our investment and retirement goals.
Q
Quinacridone magenta Camel
Merged in a post:
Better investing information
B
Broad Ptarmigan
I love this app but i still end up using mint or personal capital for investment accounts. If you were to make a dedicated tab for investments to see the trend over time it would be amazing.
Q
Quinacridone magenta Camel
Merged in a post:
Investments needs work
B
Broad Ptarmigan
Need to do more with investments like mint or personal capitol does to keep me a subscriber. This app is not keeping me away from the two free platforms.