Quicken Mac 2017: Add Holdings by Account to Investing overview

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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  • J_MikeJ_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 User
  • M C CrockettM 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 BonnerTom 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.
  • BVBV 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_lifor_li Member
    edited March 21
    Click on "Portfolio Value" to see the pull-down list, "Group by" with four options: type, asset class, security, account.
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