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Add a quick way to list holdings for one stock across all accounts. (edited)

GMW2
GMW2 Member ✭✭
edited February 2020 in Investments (Mac)
Trying to find a simple way to list all accounts which might hold a particular stock. Ex: all accounts (brokerage or retirement) that hold coca-cola KO. The Securities window shows if a particular security is held - but not which account(s) or the total shares.

Thanks for any ideas!

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  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited February 2020
    I'm requesting this be turned into an IDEA request, and moved here:
    Product Ideas - Quicken for Mac
    Investments (Mac)

    P.S.. This is available in QM2007. Would definitely be good to have in new QMac
    Have Questions? Check out these FAQs (links now fixed):COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen?
    Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires

    (
    Canadian user since '92, STILL using QM2007)


  • GMW2
    GMW2 Member ✭✭
    Thank you so much for once again a quick and informative response. Feel better that it wasn't some painfully obvious feature that I was overlooking. Definitely agree it would be a very useful feature in the (near) future release!
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    This post is now an "Idea thread", which means people can vote on it. If you'd like to see this functionality, scroll up to the top of this thread, find the blue box under the first post, and click the little gray triangle under the vote counter. Posts in these threads are helpful for providing the "why" behind a request, adding color around how it would best implemented, and rounding out use cases so the developers -- if they read the thread eventually -- will "get it." But in order to get it to the developers' attention, the idea needs votes.
    Quicken Mac Subscription • Quicken user since 1993
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