Expand All on the Portfolio Tab

Question

I've been a Quicken user for 30+ years. In all that time, when I click Expand All in the Portfolio view of the Investments Tab it would expand to the ACCOUNT > INVESTMENT level. In other words the account would expand to show just the top-level of the investments in the account.  Now suddenly, Expand All also Expands the individual LOTS, which for me is dozens of investments and hundreds of lines - especially on accounts when you're reinvesting monthly dividends.  How can I put it back to the way it's been since the beginning?  R64.35 build 27.1.64.35.

dsmith5010 · Answer

Interesting… if (in the Portfolio View) I go to Options > Protfolio Preferences > (DO NOTHING) > Click OK, It collapses back to Account > Investments and does not show the individual lots the was it used to.

NotACPA · Answer

I don't typically use that "Expand All" button … but I tried it just now and can confirm the current action.

Unfortunately, I have no idea as to how to restrict it to the security (vs. Lot) level.