Portfolio Default View by Account

india just — Wed, 15 Jul 2026 13:54:57 +0000

I review my Taxable account organized by market cap. I want to focus my attention on the heaviest hitters which have a disproportionate share of the risk.

Within my IRA I organize by dividend payout, so that I can see my tax free income by default.

Within my two Personal Direct Index accounts, I organize the account by symbol by default. This way I can find and correct stocksplits, spinoffs, mergers, etc that will likely never import cleanly without a bit of help. With 400 positions per account, its the only way to navigate the pile.

Schwab preserves my default views by account. Quicken has one default view for all accounts.

I have grown accustomed to the schwab approach and suggest copying it.

Dynamic Stock Quotes from sources other than Quicken Quotes

dipe_c — Tue, 14 Jul 2026 06:48:56 +0000

Quicken Stock Quotes doesn't feed non-US / Canada securities (naturally, as per geographic policy). But there are a lot of Quicken users (particularly those who've been with Quicken since the 90s) who have securities outside these zones, and have to rely on manual updation of security prices.

What if Quicken became a tiny bit more liberal, and allowed 'user-selected sources' alongside Quicken Quotes, like maybe from YFinance or GFinance? Maybe even slightly delayed quotes from Exchanges. Ideally, if QQuotes expanded to include security price feeds from everywhere, that would be the ultimate solution, but I guess that is up to Intuit or Quicken's new vendor.

Anyway, allowing dynamic quotes from Yahoo Finance or Google Finance would save a whole lot of headache and manual updating for users, without really creating much load or stress for Quicken.

Adding to my Quicken Mac Wishlist…

Ideas for Mac Classic — Quicken

Portfolio Default View by Account

Dynamic Stock Quotes from sources other than Quicken Quotes