Add Holdings by Account to Investing overview (18 Legacy Votes)

sonorelli
sonorelli Member ✭✭
edited July 2020 in Investments (Mac)
In Quicken Mac 2007, the Investments section had a Portfolio view that listed Holdings by Account, and the individual securities within that account.  That feature is missing from Quicken Mac 2017.  Please add it back.
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Implemented · Last Updated

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  • J_Mike
    J_Mike SuperUser ✭✭✭✭✭
    edited October 2018
    QMac has options for displaying multiple accounts and holdings by account.
    Click on the Investing group header in the sidebar - this gives you a Portfolio View of all Brokerage and Retirement accounts - including holdings.
    Similarly - one gets a narrower view by selecting either Brokerage or Retirement from the sidebar.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • M C Crockett
    M C Crockett Member ✭✭✭
    edited January 2017
    One improvement to the Portfolio view of the Investing, Brokerage, and Retirement groups would be to treat Cash Balances as an asset or security with a unit value of $1.00.  This would allow the Cash Balance to be displayed with each account instead of at the end of the report.

    This would allow the Cash Balances to be aggregated when the report is grouped by security.
  • Tom Bonner
    Tom Bonner Member ✭✭
    edited October 2017
    JM said:

    QMac has options for displaying multiple accounts and holdings by account.
    Click on the Investing group header in the sidebar - this gives you a Portfolio View of all Brokerage and Retirement accounts - including holdings.
    Similarly - one gets a narrower view by selecting either Brokerage or Retirement from the sidebar.

    It would be nice to be able to select more than one  but not all accounts in the Brokerage and Retirement groups to combine in the portfolio view. For example my wife's brokerage and retirement accounts but not mine or all my retirement accounts but not my wife's. Could use standard Mac discontinuous selection: command-click.
  • Unknown
    Unknown Member
    edited August 2018
    JM said:

    QMac has options for displaying multiple accounts and holdings by account.
    Click on the Investing group header in the sidebar - this gives you a Portfolio View of all Brokerage and Retirement accounts - including holdings.
    Similarly - one gets a narrower view by selecting either Brokerage or Retirement from the sidebar.

    Yes but, there's no column called "Account." That column would show which accounts hold a specific security. THAT is what is missing.
  • for_li
    for_li Member
    edited March 2019
    Click on "Portfolio Value" to see the pull-down list, "Group by" with four options: type, asset class, security, account.
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭

    Hello All 

     This Idea seems to have fallen stagnant and due to the Age of the request and lack of User Votes/Comments, will be archived within the next 7 business days.

     If you would like to see this Idea kept alive and considered for possible future implementation in Quicken, be sure to Add your Vote and a comment explaining how this Idea would be beneficial for you.

    More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

     Thank you,

     Quicken Community Support Team

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  • jacobs
    jacobs SuperUser, Mac Beta Beta
    This shouldn't just be archived; I believe it should be marked as implemented!

    In Quicken Mac, the Portfolio screen can be set to show Portfolio value, and can be Grouped By Account. the original request was for "Holdings by Account, and the individual securities within that account," like the Quicken 2007 Portfolio view. To me, the Quicken Mac Portfolio view can be set to be identical to the Quicken 2007 Portfolio view when grouped by Account, so unless I'm misunderstanding something, this functionality exists. 
    Quicken Mac Subscription • Quicken user since 1993
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