All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the ability to recover/restore data that has been previously deleted. How will this idea help you and potentially others? Understanding how th...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When I delete a detail line in Scenario Builder, the page would auto scroll to the top. We would want the page to not scroll to the top when items...

We need a general summary review that provides the reviewers all the information on one tab so reviewers do not have to enter the investment and go tab by tab. The “View Analysis” option does not provide all the information just portions of it. We...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Every calculated or read only locked field allows the option of overriding it to enter your own value How will this idea help you and potentially ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Linking up the ability to extract & report on IRS XML data into a report. How will this idea help you and potentially others? Understanding ho...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. An API call that returns an instance's investment listing page (not the digital K-1 info) How will this idea help you and potentially others? Unde...

This line reports the allowable gain from Form 4797, Part I, but the amount must be entered directly on Part II, Line 14. Since Part II, Line 14 directly references the gain from Form 4797, Part I, is it possible to have the allowable gain report ...

Long-term gains or losses reported, prefer to be mapped directly to the applicable line of Schedule D. Schedule D could then flow directly to Schedule A.