How can I remove security name from portfolio view Name column

FatRat
FatRat Quicken Windows Subscription Member
edited May 10 in Investing (Windows)

I don't need to know the name of companies in my portfolio. I just need the ticker. How can I customize the listing to only show the ticker?

Answers

  • Bob_L
    Bob_L Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I don't think there is a way. Would changing the security names to their symbols work as a workaround?

    Quicken Business & Personal Subscription, Windows 11 Pro

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You can make the Name field really narrow, so it doesn't take up much space, and add the Ticker Symbol column, or what I do is to edit the names so they begin with the Ticker symbol.

    QWin Premier subscription
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    There's an often overlooked Customize option in the Portfolio View.
    When "Also show symbols in name column" is enabled, you can show both the ticker symbol and the security name in the Name column, e.g., "AAPL : Apple Computer"
    What you cannot do is to turn off showing the security name, but if you combine @Jim_Harman 's suggestion with this option and narrow the Name column to about one inch, you can get your desired result … sort of …

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    I will point out this was changed very recently and I personally don't like the change.

    Here is a thread on it:

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  • FatRat
    FatRat Quicken Windows Subscription Member

    Thanks all. For me, the best solution is to change the name to the ticker. Then I'll remove the ticker from the display.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    That is a great idea, I didn't think about that could be done.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited May 10

    If you do this and you have securities that don't have tickers, be sure to give them unique names and un-check their Download Quotes box in the Security List.

    QWin Premier subscription