Click on a stock holding and be directed to a web drill-down on that stock (2 Legacy Votes)

Bannon Bednarcyk

I've been using Quicken for a long time (15 years?) and only for investment tracking.  I like all my accounts and even banking now (thanks for fixing that) all on one home page.  Quicken is a very good portfolio manager for people like me.  I evaluated many over the years and keep coming back to Quicken.

Suggestions:
Porfolio graphic would be more useful to investor if you could overlay an index (S&P, DJIA, maybe even some basket of stocks).  You can then compare your performance to that index or metric.

As an investor, I often wish I could remember specific events and how they affected my stock portfolio.  On the same portfolio graphic as mentioned above I would love to be able to put annotations on the graph so I could see where I bought and sold things or when a major news event caused a change in overall value.  It would require a way to manually input small text descriptions by date so that it could be overlayed on the portfolio graph.  You could have checkboxes for your choice of newsfeeds or personal events to be overlayed.  This would come in handy I think.

You removed the feature where I can click on a stock holding and be directed to a web drill-down on that stock.  I miss that even though the site you provided was limited.  I can foresee a way to specify my default site (finance.yahoo.com or even eTrade) and when I click on that stock (or symbol) name, it would open a browser to a stock detail page on that site.

Thanks for continuing to mature the Mac version.  I hope to see more parity with the Windows version over time.  I miss the credit score and portfolio xray features.

mshiggins

Sounds useful, thanks for posting.

hadleysw

Good suggestions. I was about to request the same fix on clicking on stock for drill-down. It would be nice if they had mutual funds available too.

Quicken_Natalie

Hello All,

This Idea seems to have fallen stagnant and due to the age of the request and lack of User Votes/Comments, it 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

smayer97

The problem with this entry is that it is 3 ideas in one post... BUT users have been requesting this... The problem is the title is meaningless, so not easily discoverable.

maybe split this out?

Quicken_Natalie

Hello All,

I have gone ahead and split the three different Ideas contained here into individual Idea threads.

The first can be found at Overlay Index in portfolio graphic.

The next can be found at Allow annotations on Investments graph.

And the last Idea will remain here and covers the request to add the ability to click on a stock holding and be directed to a web drill-down on that stock.

If you would like to see these Ideas be considered for possible future implementation in Quicken, be sure to add your vote by clicking on the gray triangle right above the current vote count, located in the blue box at the beginning of this thread:

Thank you,

Quicken Natalie

smayer97

Very Nice!

smayer97

Yes, would be nice to have.

Quicken Anja

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

jacobs

Unless I'm misunderstanding the request, this now exists.

In any investment account r group, in the portfolio view, you can Group by Security to see individual holdings. Click on a security name, and a pop-up gives you a choice of editing the security (settings or price history) or getting a Security Overview:

The Security Overview is a page on investing.quicken.com about the security:




This works for individual stocks (like Apple above) as well as mutual funds. If this matches what was being sought as a "web drill-down", then this feature exists and the idea can be marked as Implemented. But this functionality has always existed in modern Quicken Mac -- I just tested it back to Quicken 2015 -- so perhaps the request is seeking something more/different which I'm not understanding? Or perhaps something was broken in the links to investing.quicken.com in the past, and they now work? Can anyone clarify?