Congratulations on Mac Quicken 9.3! Adding the Group selection to the Portfolio Value Report brings a new level of utility to Quicken for serious investors. I can now quickly generate my custom investment dashboard in which I incorporate data from other sources. Thank you!
The next requirement for a serious investor is to provide a tool to evaluate potential changes in a Portfolio Value Report. I call this a "What If" tool that could be use to explore proposed buy/sell transactions. The tool would be used to evaluate: rebalancing asset classes, cashing out of securities, or planning new investments.
Currently, I export data from Quicken to a spreadsheet and do my proposed buys/sells there and then import data back into Quicken to evaluate the results. This can be an iterative process. Having the capability in Quicken would streamline my process but more importantly, it is a great value add to Quicken to attract investors who do not want to "roll their own".
