List of Requests Related to Features for Investments

smayer97

This post is to try to consolidate in one place all posts for IDEAS related to Investments, the Portfolio, and Securities.

This list does not include requests related to downloading Investment/Securities related data. When you are done here, you may also want to click on the underlined link for the 
List of Requests for Downloading Data into Quicken to vote on those. 

This list does not include Investment related reports. When you are done here, you may also want to click on the underlined link for the 
List of Requests for Report Types to vote on those. 

This list does not include report related features related to Investments. When you are done here, you may also want to click on the underlined link for the 
List of Requests for Report Related Features to vote on those. 

This is to simplify finding and voting for these requests, so as to improve visibility of these requests to the developers.

Instructions:
1. Click the little grey triangle under the VOTE count in the blue banner at the bottom of this post to VOTE to promote this list, to encourage other users to also vote on the items below...it may take a moment to register (if it is black, you have already voted). 
THIS DOES NOT COUNT AS A VOTE FOR ANY OF THE FEATURES BELOW!

You still have to go to their respective page and add your vote there for it to count!

2. Click the yellow star at the top of this thread if you want to receive notifications of any updates to this thread, like new IDEAS added.  

3. Now click on each link below you are interested in, then VOTE on EACH IDEA separately on the respective page that opens up, in the same way as mentioned above.

If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!

NOTE: If you have your own related IDEA, DO NOT add it to the list below. Instead, create your own IDEA thread and it will eventually get added to/cross-referenced in this list. This is so others can add their vote to it. Otherwise, their votes cannot be recorded/counted for it.

When you are done here, I also highly recommend that you browse through the entire Product IDEAS list for QMac of this forum and VOTE for the request of each of the other missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To see an organized list of ideas (it is a large subset of the most popular but not the complete list, yet) click on this underlined link and follow the instructions:
Categorized List of IDEAS of Feature Requests and Enhancements to Vote On

or if you prefer this layout:
EXPANDED List of Categorized IDEAS of Feature Requests and Enhancements to Vote On

Now VOTE to your heart's content! Your VOTE matters!

smayer97

 Now VOTE to your heart's content!

                                          PLACEHOLDER

THIS LIST IS UNDER CONSTRUCTION. PLEASE STAY TUNED!

P.S. In the meantime, you can still find posts for investment relates IDEAs yourself by following the instructions here: https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...


Click "Follow" at the top if you want to receive notifications of any updates to this thread.

smayer97

Add your VOTE to Add Lot Management to support selling specific investment lots

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(see the post cross-referenced under List of Requests for Data Entry and Usability Configuration Options and Features 
here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-data-entry-and-usability-co...)

smayer97

Add your VOTE to allow entry of ANY 3 of 4 security transaction data and calculate the 4th.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(see the post cross-referenced under List of Requests for Data Entry and Usability Configuration Options and Features 
here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-data-entry-and-usability-co...)

smayer97

Add your VOTE for Return of Capital should not be "Not Categorized" transaction.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

smayer97

Add your VOTE to Add ETF (and other customizability) to security/asset types.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

smayer97

Add your VOTE for Add ability to hide currently unused securities.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

smayer97

Add your VOTE to Add ability to hide currently unused securities.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

smayer97

Add your VOTE to add ability to customize the portfolio view.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

smayer97

Add your VOTE to add a Portfolio report.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(see the post cross-referenced under List of Requests for Report Types 
here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-report-types-and-related-fe...)

smayer97

Add your VOTE to Add ability to manually update security quotes within the portfolio window.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(see the post cross-referenced under List of Requests for Data Entry and Usability Configuration Options and Features 
here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-data-entry-and-usability-co...)

smayer97

Add your VOTE to Show four decimal places in price quotes within portfolio window.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

smayer97

Add your VOTE to add a wizard to handle two types of IRA withdrawals.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

smayer97

Add your VOTE to Add capability to enter stock options and restricted stock units grants.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

smayer97

Add your VOTE to Add ability to link accounts to brokerage accounts.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

smayer97

Add your VOTE to add more advanced Home Asset Accounting.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

smayer97

Add your VOTE to Add automobile asset value like you do with Zillow.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

smayer97

Add your VOTE to Add automobile asset value like you do with Zillow.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

smayer97

Add your VOTE to Add true multi-currency conversion support.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(see the same post cross-referenced under List of Requests for Report Related Features 
here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-report-related-features-in-...)

smayer97

Add your VOTE to Add Holdings by Account to Investing overview.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(see the post cross-referenced under List of Requests for Report Related Features here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-report-related-features-in-...)

smayer97

Add your VOTE to Add values of hidden investment accounts to investment graphs.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(see the post cross-referenced under List of Requests for Report Related Features here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-report-related-features-in-...)

smayer97

Add your VOTE to Limit investment graph time period to that of all Quicken data file transactions.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(see the post cross-referenced under List of Requests for Report Related Features here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-report-related-features-in-...)

smayer97

smayer97 (QM2007, CDN user since '92) said:

Add your VOTE to add ability to customize the portfolio view.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

Add your VOTE to Add Holdings by Account to Portfolio view.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

smayer97

Add your VOTE to Add Ability to Transfer Shares between Investment Accounts.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

smayer97

Add your VOTE for Additional account types.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(see the post cross-referenced under List of Requests for Data Entry and Usability Options and Features 
here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-data-entry-and-usability-co...)

smayer97

Add your VOTE to Show dividends as income in Overview report.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

smayer97

smayer97 (QM2007, CDN user since '92) said:

Add your VOTE to Add Lot Management to support selling specific investment lots

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(see the post cross-referenced under List of Requests for Data Entry and Usability Configuration Options and Features 
here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-data-entry-and-usability-co...)

Add your VOTE to Add ability to handle Buy/Sell of investments and Transfer effectively.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(see the post cross-referenced under List of Requests for Data Entry and Usability Configuration Options and Features 
here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-data-entry-and-usability-co...)

smayer97

Add your VOTE to Add investment income on budgets.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature. and increase its visibility to the developers.

smayer97

smayer97 (QM2007, CDN user since '92) said:

Add your VOTE to Add Lot Management to support selling specific investment lots

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(see the post cross-referenced under List of Requests for Data Entry and Usability Configuration Options and Features 
here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-data-entry-and-usability-co...)

• Add Lot Management to support selling specific investment lots (DONE)

smayer97

smayer97 (QM2007, CDN user since '92) said:

Add your VOTE to add ability to customize the portfolio view.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

• add ability to customize the portfolio view (Partially DONE)

smayer97

smayer97 (QM2007, CDN user since '92) said:

Add your VOTE to add a Portfolio report.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(see the post cross-referenced under List of Requests for Report Types 
here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-report-types-and-related-fe...)

(Partially DONE)