How to create a security watch list in Quicken for Mac 2020

jeffreyhall82

I used Quicken for Windows for many years. I am migrating to Quicken for Mac this year. The security watch list in Quicken for Windows is an important part of my investing tools allowing me to follow securities I am interested in before buying. I tracked end-of-week prices recorded in Quicken in separate spreadsheets that I use to evaluate them. How can I create the security watch list within Quicken for Mac 2020 and get tabulated updated prices for them?

UKR

John_in_NC said:

Quicken for Mac does not allow for this at this time. You will not be able to setup a watch list like you can in QWin.

As a workaround, how about setting up a manual investment account in Q Mac, called "Watch List"? If possible, mark it as separate / not part of your Net Worth. For each security you want to watch, add 1 share (or .001 share) of the company.

Set up a separate Portfolio View for the Watch List and you'll have an equivalent function in Q Mac, historical tracking included.

What do you guys think?

smayer97

UKR said:

John_in_NC said:

Quicken for Mac does not allow for this at this time. You will not be able to setup a watch list like you can in QWin.

As a workaround, how about setting up a manual investment account in Q Mac, called "Watch List"? If possible, mark it as separate / not part of your Net Worth. For each security you want to watch, add 1 share (or .001 share) of the company.

Set up a separate Portfolio View for the Watch List and you'll have an equivalent function in Q Mac, historical tracking included.

What do you guys think?

That is essentially what I was going to suggest with the .001 shares. It is the only work-around at this time. Just not sure if QMac has the ability to set up a separate Portfolio view though.

John_in_NC

Quicken for Mac does not allow for this at this time. You will not be able to setup a watch list like you can in QWin.

UKR

John_in_NC said:

Quicken for Mac does not allow for this at this time. You will not be able to setup a watch list like you can in QWin.

As a workaround, how about setting up a manual investment account in Q Mac, called "Watch List"? If possible, mark it as separate / not part of your Net Worth. For each security you want to watch, add 1 share (or .001 share) of the company.

Set up a separate Portfolio View for the Watch List and you'll have an equivalent function in Q Mac, historical tracking included.

What do you guys think?

smayer97

UKR said:

John_in_NC said:

Quicken for Mac does not allow for this at this time. You will not be able to setup a watch list like you can in QWin.

As a workaround, how about setting up a manual investment account in Q Mac, called "Watch List"? If possible, mark it as separate / not part of your Net Worth. For each security you want to watch, add 1 share (or .001 share) of the company.

Set up a separate Portfolio View for the Watch List and you'll have an equivalent function in Q Mac, historical tracking included.

What do you guys think?

That is essentially what I was going to suggest with the .001 shares. It is the only work-around at this time. Just not sure if QMac has the ability to set up a separate Portfolio view though.

jacobs

[removed - post has been split and comment is no longer applicable]