Portfolio X-Ray Custom Views

GTmem
GTmem Quicken Windows Subscription Member ✭✭✭
edited November 9 in Product Enhancements

I would love to be able to save custom views. In the top left corner box, I only see options of All Accounts, Investing Only, Retirement Only and Custom. Ideally, I could create a Custom group and then save it. Otherwise, I have to rebuild a custom view each and every time. This would actually be a value add over the Morningstar site itself.

image.png
Tagged:
2
Up
2 votes

Reviewed · Last Updated

Comments

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    That saved customization should apply to both accounts and securities.

Categories