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Add number of shares to Security List

Rocket J Squirrel

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.

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Investments

Windows

Reviewed

Status: Reviewed

Comments

Quicken Anja

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.

If you would like to see this idea implemented, please 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

Rocket J Squirrel

I still want this.

NotACPA

I'd appreciate this enhancement.

q_lurker

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

Got my vote.

dipe_c

You have my vote.

Paul Freedman

Update the Security List to show the current number of shares held in all accounts and the number of transactions that reference that security.

Barry L

I came here to ask for this exact feature. It would make keeping track of 100's of investments so much easier!!

NotACPA

https://community.quicken.com/discussion/comment/20541558#Comment_20541558

Why isn't the Portfolio (Investing, Portfolio) where you can group by security sufficient?