Add Holdings by Account to Investing overview (18 Legacy Votes)
In Quicken Mac 2007, the Investments section had a Portfolio view that listed Holdings by Account, and the individual securities within that account. That feature is missing from Quicken Mac 2017. Please add it back.
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Click on the Investing group header in the sidebar - this gives you a Portfolio View of all Brokerage and Retirement accounts - including holdings.
Similarly - one gets a narrower view by selecting either Brokerage or Retirement from the sidebar.
Quicken user since 1991
This would allow the Cash Balances to be aggregated when the report is grouped by security.