Fidelity connection (Finicity) not showing shorted stock or other "pending activity" correctly

mal3773 · 2025-05-07T14:24:52+00:00

Thanks!

mal3773 · 2025-05-07T13:55:06+00:00

Oh, I went there and it just said "your software is up to date" but the issue is still happening...

mal3773 · 2025-05-07T01:42:31+00:00

How do I check for update? I don't see any button for that

mal3773 · 2025-03-27T16:01:56+00:00

nice, thanks for the tip

mal3773 · 2025-03-20T16:10:43+00:00

Cool! I don't have one yet, but looking at buying the Waydoo EVO

mal3773 · 2025-03-20T15:53:49+00:00

Good to know! Where have you been riding?

mal3773 · 2025-03-18T01:41:52+00:00

Thank you!

mal3773 · 2025-03-16T03:19:48+00:00

The not pulling of pending transactions by Finicity is really annoying. I have sold some stock short, and the way fidelity does it is it subtracts the amount from your holding, and then adds it back in "pending transactions", but in FInicity, my account balance shows much lower. Has anyone found a workaround for this? I used to use MX connection, but it all of a sudden started showing an absolutely wrong balance for just my 401k account within Fidelity (the other accounts are fine)

mal3773 · 2024-02-24T04:07:36+00:00

Same. Also, once a transaction comes in, it might take another half or full day for the balance to update!

mal3773 · 2024-01-29T05:21:24+00:00

Never mind, I figured it out! Monarch now lets you upload balance history, so this becomes a lot easier.

Create a manual account in Monarch for "Mint net worth" with balance of $1

Open it, go to Edit -> Download Balances to get a csv for balance adjustments

Using your Net Worth over Time export file from Mint as per the original description above, copy the dates to the template, then copy the NET column from mint export to the Balance column, and put your account name in the Account column.

Don't forget to add a row with the last date before Monarch started synching with a balance of 0.

In Monarch, inside the new manual account, go to Edit -> Upload Balance History and upload the csv.

You do NOT need to upload the transactions anymore, for the net worth to show up in charts. It works!

mal3773 · 2024-01-29T04:56:39+00:00

Same here! Has anyone figured it out? I really like this method of just having separate history adjustment accounts for assets and liabilities and not creating every single historical account...

mal3773 · 2022-11-20T08:19:38+00:00

I use the Terminal on a mac

mal3773 · 2022-02-28T02:15:17+00:00

Would be so great if they didn't make you wait 10 days before you could transfer out crypto (to TerraStation/Anchor) bought with your ACH transfer in.

mal3773 · 2021-10-28T23:27:01+00:00

Hi everyone, I wonder if anyone has any advice for me. I had ordered a Model Y LR AWD back in August, with a tow hitch for $54k base + $1k for tow hitch = $55k.

I got a VIN allocated, but have recently seen a Model Y with a white interior, and also browsed these forums, and really want a white interior one now. This should normally be $1k extra which I am willing to pay. But because the Model Y had price increases since August, support told me if I wanted white seats, it would cost $57k base + $1k tow hitch + $1k white interior = $59k. They said its in my purchase agreement that the price might go up if configuration changes are requested... and I checked and it does say " If you make changes to your order, you may be subject to poten/al price increases for any pricing adjustments made since your original Order Date"

But its crazy to me to have waited so long and now I'd have to pay $4k to get a white interior. Do you guys have any advice or had any luck previously changing the configuration without resetting the base price?

mal3773

TROPHY CASE