Make default Investment account window Holdings instead of Transactions

TaylorTexas

On Investment accounts, there is a transaction list and a Holding list which summarizes the account holdings. Now, the transaction list is displayed when you click on an investment account. However, it would be much more informative to display the Holdings screen when you click on the investment account in the Accounts bar.

I would have each investment account have two tabs: transactions and Holdings, with Holdings the default.

Chris_QPW

Personally, I never use the Holdings view, instead I use the Investing tab → Portfolio view that allows you to customize different views for what you want to see.

I also see "Holdings" actually comes up as "Account Overview" in a separate window, so they would probably have to change it to a built-in in view for this to be the default. If I remember correctly that is how it was a long time ago, and then they changed it to the separate window. And if I remember correctly what it would do back then is remember what you had selected last and come up in either the Transactions or Holdings view. I got wonder why it was changed in the first place.