How to create a report on specific investment (brokerage) accounts?

I have Quicken Home & Business (Canada) Verson 6.1.0, running on MacOS 10.15.7

When I click on the Brokerage twistie in the left hand account list, I get a list of all my investments under the Portfolio tab. But I would like to edit that list and then save it as a separate report. Or at least somehow generate a report that lists a subset of my investment accounts. I can't see any way to do this with the current list of 'available' report formats. Any suggestions?


  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @Horsefeathers

    Thank you for taking the time to visit the Community to ask your question, although I apologize that you have not received a response.

    If you have not done so already, I would recommend taking a look at the "Account Summary Report" or possibly the "Net Worth Over Time Report."

    If these options do not display, what you are needing, I would consider reviewing the information here and submitting a feature request.

    Thank you,
    -Quicken Tyka

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