Portfolio View (Holdings) by Default for Brokerage Accounts

jshoaf Member ✭✭
edited February 17 in Investing (Windows)

I utilized the portfolio view (Holdings) primarily when I cycle through my accounts to view my investments. I've always wished that was the default view for brokerage account types. The register is not very helpful for analysis. It takes several extra clicks and when I switch to a new account, I've got to click "Holdings" all over again. Please consider having an option to default to a portfolio view for brokerage accounts. A similar thing to this is mortgage accounts which default to "load details" instead of the register.


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    For even fewer clicks, you can customize an Investing Portfolio view with the same data as the Holdings view, grouped by Account. Then all you need to do is scroll to see all your accounts.
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