Expand the Portfolio Tab Customize options to include Security Types and Investing Goals

Bob_L SuperUser ✭✭✭✭✭
The present options for filtering a Portfolio tab view are limited to tabs for Accounts and Securities.  Expanding this to include tabs for Security types and Investing Goals would make it much easier to create custom portfolio views (and would make it consistent with the dialogs used for investment reports)
Quicken Premier Subscription, Windows 11 Home
4 votes

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