Investment Performance Report
Ari Latino
I won't give feedback on Rocket Money. It's fantastic to set everything up. I feel one prominent missing feature is investments. Other apps show particular performance in the individual. Rocket Money seems to lack this. I hope someday you will add new features to help me know what I have to do daily, and how my investment combo helps me see my net worth daily, from all my investments.
Daniel
Thanks Ari for sharing this feedback and I'm glad to hear that you're enjoying much of Rocket Money!
Could you share a bit more about what you're looking for with investments? You should be able to add many different types investments, either automatically via our linking provider Plaid or manually if they don't work with Plaid, on the Net Worth tab. Are there are specific types of investments you haven't been able to add or investment details that you'd want to see more of? I'm also curious if you wanted to see investment data in other places in the app instead of the Net Worth tab.
I'm adding an article here about adding accounts to the Net Worth tab, in case that's helpful for you: https://help.rocketmoney.com/en/articles/5350305-what-if-i-am-missing-an-account-in-the-net-worth-tab
Ari Latino
Daniel, Not that what I talk about. They have investment to connect and update automatic $ number, but not show performance, like today, we gain 4% total from your entire different investmant, plus crypto, and show it sell and buy, more details. Not many apps have this. I believe Rocket Money should create new more details about buy, sell, long term or short, even show details about perferance how much gain or loss in daily, would helpful, than I go each app see how my investment doing. I hope you understand. Thank you.
Daniel
Ari Latino: Thanks for clarifying that! Appreciate the extra information.