Mac vs. Windows - How to improve the investing (brokerage) default view?

klopek5 Member
edited April 2023 in Investing (Windows)

Hi- I have recently switched from Quicken for Mac to Quicken for Windows. The default investment view (e.g. for a brokerage account) in the Mac version is fantastic- extremely useful, shows a graph of performance up top, with daily change summary, and then at the bottom half it lists the holdings.

The default display for an investment account in Quicken for Windows is 100x worse- just a boring list of holdings with no information about performance. Surely there must be some way to change it to actually make it useful like it is in the Mac version which is MUCH better? How can I customize it so that graphs / performance are part of the default view

Thank you!

This discussion has been closed.