Investment Portfolio screen - option to condense screen to those with shares.

BRETTB
BRETTB Member ✭✭✭✭
edited February 2024 in Investing (Windows)

On the Investment Portfolio screen, it shows all past securities for an account (which are zero - which I do like if I'm looking at maybe past performance, but would like to click a button option to only show securities that I have shares in now (vs traded in the past). It just allows me to see a more condense screen.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 2024

    Click on Options at the top right and un-check Show closed lots.

    QWin Premier subscription
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