Why does the cost basis for some of my holdings display as NA?

Some brokerages limit the amount of transaction history we can pull, so if a position was taken prior to the limit on our history, we won't be able to display this data. For instance, if we can only pull 3 months of data, and you bought a stock a year ago, we won't be able to pull the cost basis. You can manually enter your cost basis by following these steps:

1. Log in
2. Select the settings gear in the “Accounts” display on the left.
3. Select "Edit Holdings" next to the account which you wish to edit
4. Enter the correct "Cost per share" or "Total" Cost" for each holding.
5. Select "Save" and then "Close"

We are currently working to obtain additional history for most major brokerages.