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Customized investing --> portfolio view

phenders4

Trying to identify which accounts hold specified securities whose total value is non-zero

Add a new checkbox option, "Show zero-value accounts" (checked by default), with "show (hidden securities)."

Pete Henderson

[Edited - Removed personal information]

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Investment Reports

Windows

Reviewed

Portfolio View

Status: Reviewed

Comments

Sceptic

@phenders4 you could run a Portfolio Value Report subtotaled by Account.

Reports→Investing→Portfolio Value. In the Display tab choose Account for "Subtotal by". All the other tabs don't need to be changed and kept at "All".

Sceptic

@phenders4 the next step would be to take that report and use it to help create the customized Portfolio View on the Investing tab in Quicken.