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View Full Version : Investment section improvements


inarius
05-22-2009, 09:09 AM
The tour (http://www.mint.com/solutions/invest/) led me to beleive that I could enter the price you paid for an individual stock to see your true return but I see no way to enter or modify my investment portfolio details. This is a shortcoming for me because although I have had my stock portfolio for years, Mint only based the purchase price of my stocks on the date of import instead of my account history.

I would very much like if the ability to manage the history of my portfolio were improved, or if Mint would do a better job of importing historic data from my brokerage, Scottrade (one of the sponsors...).

As a new user, I feel that the main thing that will draw me to a new financial application is the ability to make a painless transition from what I currently use, which means not loosing the historical data which I am currently spoiled by.

inarius
05-22-2009, 09:16 AM
I see now this should have been posted in the Investment account forum. I would appreciate if an administrator would move it. Thank you.

mburdsall
05-22-2009, 09:32 AM
This is one of my main disappointments with Mint. If Mint decides to allow the entry of manual transactions in accounts this will really help improve many areas including this. Mint needs to be able to support all transactions types including investment account. I have years and years of investment history that i would love to have in Mint.

There is a site called CAKEFINANCIAL.COM that allows people to aggregate into one site there investment account and provides the history of reporting an returns that i would like to see in Mint.