Allow customization of Portfolio holdings with user-defined groups

jacobs

Every brokerage has its own way of listing holdings in statements, but most separate different types of holdings, such as equities/individual stocks, mutual funds, exchange traded funds, and cash/money market investments. It would be great if users could create custom holding/security groups in an account in order to make the Quicken Portfolio view match our brokerage statements.

Currently, all securities in the Quicken Portfolio are listed together, sortable by name or symbol or value. But comparing these holdings to a brokerage statement isn't easy because the brokerage statement separates the holdings into different categories. The request here is for Quicken Mac to allow users to create groups in the Portfolio to match the format used by our brokerages. For example, for one of my Schwab accounts, I would have groups for Equities, Mutual Funds, Exchange Traded Funds, Fixed Income, and Cash.

Such a feature would be entirely optional, for users who want to create groups; users could continue to use the Portfolio as it currently works without creating groups. Sorting by columns would work as it currently does, just within each group if groups exist.