Improve Investment "Watchlist" Navigation, Dashboard, Menu, Multiple Watchlists and Adding Notes

ah1aviator

The Current "Watchlist" placement is confusing and limited. Recommend improving the ability to more easily navigate the "Watchlist" as its own account, category or dashboard view.

To improve "Watchlist" feature it would be good to allow multiple watchlists. Allow for an overlay of the securities of a watchlist on a graph.

Allow editing of a security to include details like a description/notes, hyperlink field to a website referencing a brokerage portal, news article or any other website the user would want. Set reminders or notifications based on a price point, earns date or other information date that could even be listed in the Quicken Calendar view.

Create a Dashboard item and reports for "Watchlist".

jacobs

There were two previous Idea topics created back in 2024 when Watchlists were first introduced for Quicken Mac. One was to "Allow charting two or more securities in the same chart". This was explained with example such as:

• comparing two or three securities you might be considering buying (or selling)
• comparing a security's performance over time compared to an index like the S&P 500 or Russell 2000 index or a bond index
• comparing the performance of all the holdings in one account, or multiple accounts

The other was the ability for a user to set one or more price points to generate an alert for consideration of buying or selling the security.

Unfortunately, neither Idea received enough votes over the following year, and the moderators removed ("archived") them both a few months ago. So I would submit these capabilities as a "friendly amendment" to the request above to improve the Watchlist feature.

But like the previous failed feature request, this needs Quicken Mac users to vote for it — and add comments below — for it to ever be forwarded to the developers for their consideration.

@ah1aviator I think some of the multiple ideas in the post above would be better removed from the post above and re-posted as separate Idea post(s); Ideas which ask for a host of features tend to get lost in the shuffle, while those which focus on one thing at a time tend to do better, and are easier for the developers to evaluate and implement if the requests eventually reach them.