I have previously been able to sort the report by Account - not seeing that option in most recent update? Did that option get removed?
I don't think I've previously viewed that report, so I have no history/memory to compare … but i don't see an "Account" field in that report on which to sort.
Were you, perhaps, thinking of just the "Portfolio Value" report, which can be sub-totaled by account?
Previous report allowed date range, with ability to set interval (I used quarters), such that each security shows:
Security name, Cost basis(date example 12/31/2025), Balance (date example 3/31/2026), and so forth….
All sorted by Account.
Seems the sort by Account option is missing???
3/31/2025Cost Basis
3/31/2025Balance
6/30/2025Cost Basis
6/30/2025Balance
9/30/2025Cost Basis
9/30/2025Balance
12/31/2025Cost Basis
12/31/2025Balance
3/31/2026Cost Basis
3/31/2026Balance
I've very seldomly used that report but have run it occasionally over the many years I've used Quicken. I just ran it with a somewhat older version (R65.26) and there's no "Account" information there, and frankly I don't think it ever was.
The report itself has no ability to modify its presentation when it comes to "columns to show" beyond Interval and I expect you might be thinking of some other presentation in Quicken.
The name of the report itself, "Portfolio Value & Cost Basis Report?", certainly at least suggests all you're going to see is compiled security information without respect to what Accounts have those securities as part of their Holdings.
Check the Customize gear icon. For older versions, that offers the subtotal option, including by account. Don’t know why that option is missing from the displayed report.
