Own same security in two accounts

downeyj
downeyj Quicken Windows Subscription Member
edited October 2025 in Errors and Troubleshooting (Windows)

Is there a way to view security details (e.g. number of shares) from only one account rather than the total in all accounts?

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    edited September 2025

    Investing Tab → Portfolio, select which ever "Show" view you like (and you can also customize it) and make sure the Group by is Accounts.

    Note that is how to get the information you requested (number of shares of a security per account), but there isn't any way to filter the Securities Details window by account.

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