Add number of shares to Security List

Rocket J Squirrel
Rocket J Squirrel SuperUser ✭✭✭✭✭
edited October 2023 in Investments
It would be nice if the Security List would add a column showing the number of shares currently owned.
This would make it easy to hide zero-share securities, or even delete them in the case where the archived investment account which contained them has been deleted.

Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

15 votes

Reviewed · Last Updated


  • Quicken Anja
    Quicken Anja Moderator mod
    Hello All,

    The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

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  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    I still want this. :)

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    I'd appreciate this enhancement. 

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    There is a hidden trap there if short and long positions cancel each other out.  That can occur due to erroneous entries (a Short Sell when a regular sell was intended or similar).  That could lead to hiding something that shouldn't be hidden.  An asterisk might be needed if any security has both a long and short position holding. 

    Beyond that, it seems like a reasonable and helpful tweak.   
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Got my vote.

    (Quicken Classic Premier Subscription: R55.15 on Windows 11)

  • dipe_c
    dipe_c Mac Beta Beta
    You have my vote.
  • Update the Security List to show the current number of shares held in all accounts and the number of transactions that reference that security.