Improvements to Portfolio X-Ray
datajunkie
Quicken Windows Subscription Member ✭✭
in Investments
I have a mix of individual stocks, ETF's, and Mutual Funds. I do like the Stock Intersection Tab under Investments/Portfolio X-Ray to see where my heavier concentrations are.
One thing that would be nice is to be able to print and/or export the results which are not options. Some of us still like paper to highlight or add notes.
Also, being able to sort on % Investments helps, but it would also be nice to at least be able to collapse the 50 highest stock holdings to just see the % of Investments for each stock instead of having to scroll through hundreds of lines of results and see the % in each ETF and Mutual Fund.
Also, it would be great to the the $ value of each of the holdings. After all, it's all really about $$.
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