Allow Rearranging & Grouping Holdings View of An Investment Account

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JubJub
JubJub Member ✭✭
edited October 2023 in Display/UI

It would be very useful to be able to rearrange the order holdings are shown in the Holdings window for an Investment account. Along the same lines as the way accounts can be rearranged in the Accounts list. If they could also be grouped and the $ columns subtotaled for each group, that would add additional value.

The goal is to be able to make the Holdings View match the order and grouping of holdings as shown on the brokerage statement for that account. This makes reconciliation and finding specific information when moving between Quicken and the statement simpler and more intuitive.

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