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Discussion List
6
Up
Edit/Delete the Default Portfolio Views (6 Legacy Votes)
New
USMA74
163
views
9
comments
6
points
Most recent by
nkoss
March 2
3
Up
Logarithmic y-axes for portfolio value plots and others?
New
rjbailey95066
45
views
4
comments
3
points
Most recent by
Ps56k2
February 23
3
Up
Suggestion for account actions gear
New
srabin
21
views
0
comments
3
points
Started by
srabin
February 16
2
Up
Recording Capital Return Reinvestment
New
RajM
38
views
4
comments
2
points
Most recent by
Rocket J Squirrel
February 13
3
Up
Include Custom Assets When Rebalancing Portfolio
New
elubat
160
views
20
comments
3
points
Most recent by
q_lurker
February 9
0
Up
Stock (Investment) Moving Average
New
Ramesh Ghodgaonkar
13
views
0
comments
0
points
Started by
Ramesh Ghodgaonkar
February 9
0
Up
Account Specific Target Allocations
New
sadalessandro
16
views
2
comments
0
points
Most recent by
Quicken Anja
February 7
7
Up
Estimated Dividend Income
New
Mike Yacenda
485
views
10
comments
7
points
Most recent by
Sherlock
February 5
6
Up
Add Investment "Type" to Customize Current View in the Investing Portfolio Views
New
byerskm
44
views
4
comments
6
points
Most recent by
warrenjg1
February 5
19
Up
Switching an Account Type to Roth IRA
New
Just Me and Not Someone Else
380
views
11
comments
19
points
Most recent by
Chris_QPW
February 3
6
Up
Affects investment performance behavior change
New
q_lurker
77
views
10
comments
6
points
Most recent by
q_lurker
January 30
13
Up
Quicken 2018 Investment Register
New
Mike Sabot
448
views
35
comments
13
points
Most recent by
Chris_QPW
January 30
0
Up
Want to Set Up Default Settings for FIFO or LIFO
New
ppound49
24
views
3
comments
0
points
Most recent by
Jim_Harman
January 25
2
Up
Investing Dashboard - yesterday
New
Greg Lampe
22
views
1
comment
2
points
Most recent by
Quicken Anja
January 23
7
Up
Morningstar ratings, return, and risk
New
q_lurker
110
views
4
comments
7
points
Most recent by
vitreous
January 20
2
Up
Securities Reconcile Shares in Investment Account
New
Terry S
51
views
1
comment
2
points
Most recent by
Quicken Anja
January 19
87
Up
Improve handling of IRA distributions, QCDs, and Roth conversions
Under Consideration
Jim_Harman
1K
views
20
comments
87
points
Most recent by
andyc3
January 17
11
Up
Offer Stock Ticker Symbols in brokerage account registers....and more.... (5 Merged Votes)
New
PutterFlutters
307
views
16
comments
11
points
Most recent by
Jim_Harman
January 4
0
Up
Mismatched securities in account
New
tsmith208
31
views
2
comments
0
points
Most recent by
wxman68
December 2020
0
Up
Attachments to Securities
New
Fred8
11
views
0
comments
0
points
Started by
Fred8
December 2020
8
Up
Show Morningstar ratings for ETF Investment Type
New
deranger2
31
views
1
comment
8
points
Most recent by
Mick
December 2020
7
Up
One Step Update for non-US and non-Canadian securities
New
sslucas88
74
views
6
comments
7
points
Most recent by
twoaussie
December 2020
1
Up
Provide Income Yield column in Portfolio
New
leishirsute
38
views
8
comments
1
point
Most recent by
leishirsute
December 2020
3
Up
Default for "Specify Lots"
New
Bahamas811
22
views
2
comments
3
points
Most recent by
Bahamas811
December 2020
1
Up
In Security details add Analysis ratin g and Price
New
BMJ
11
views
0
comments
1
point
Started by
BMJ
December 2020
0
Up
Add Apex Clearing and/or United Income to sync
New
Mark Porter
34
views
0
comments
0
points
Started by
Mark Porter
December 2020
1
Up
Added account selections to portfolio view
New
Lee Wing
54
views
2
comments
1
point
Most recent by
Rocket J Squirrel
November 2020
1
Up
Home(s) should be included as investments and part of Asset Allocation
New
Joseph Arden
78
views
7
comments
1
point
Most recent by
Jim_Harman
November 2020
5
Up
Can't we have 4 Lot Identification default choices?
New
JoeG
43
views
3
comments
5
points
Most recent by
NotACPA
November 2020
6
Up
Need way to track Life Insurance Asset Value (vs Premiums)
New
RonBask
1.8K
views
12
comments
6
points
Most recent by
jnprop
October 2020
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