Allow adding Ticker Symbol to the Holdings view

JoeL.
JoeL. Quicken Canada Subscription Member ✭✭
in Investments

When viewing the holdings for a particular investment account, the first left column is the full, long name of the stock/etf. It would be extemely easier to absorb what we're reading if the Ticker symbol was one of the columns. For example, if we are reconciling what we have in Quicken vs what our broker/bank is showing, the ticker symbol would be much easier to sort by and compare with.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 12

    While you are waiting for Quicken to decide whether to implement this idea, you can rename your securities in Quicken so that the name starts with the ticker symbol, like GE-General Electric.

    This fixes the problem wherever security names are used and is particularly useful when you hold mutual funds with long but very similar names.

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