Segment my Etrade into separate portfolios for tracking

Unknown Member
edited October 2018 in Investing (Windows)
I have quicken 2017 on Windows.  I have an etrade account that has automatic security price downloading set up.   I want to continue to track the entire etrade account for gains in total but I want to create a separate portfolio of 10 of my stocks in the etrade account so I can follow one small segment.  How can I do this?


  • Unknown
    Unknown Member
    edited October 2018
    This what I suggest:
    Go to Investing -> Portfolio.  In the Show select one you don't mind changing.
    Then select Customize.
    From there you can select the account and the securities you want to track, and the data columns you would like.
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