Allow adding Ticker Symbol to the Holdings view

JoeL.
JoeL. Quicken Canada Subscription Member ✭✭
in Investments

When viewing the holdings for a particular investment account, the first left column is the full, long name of the stock/etf. It would be extemely easier to absorb what we're reading if the Ticker symbol was one of the columns. For example, if we are reconciling what we have in Quicken vs what our broker/bank is showing, the ticker symbol would be much easier to sort by and compare with.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2024

    While you are waiting for Quicken to decide whether to implement this idea, you can rename your securities in Quicken so that the name starts with the ticker symbol, like GE-General Electric.

    This fixes the problem wherever security names are used and is particularly useful when you hold mutual funds with long but very similar names.

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  • P-Dub
    P-Dub Quicken Windows Subscription Member

    This may provide the view desired, plus it provides a view inclusive of all investments accounts without the need to go to the "Holdings" view for each account individually;

    1. Chose the Investing Tab Portfolio view
    2. Set the "Group by:" field to "Accounts"
    3. Select "Customize"
    4. In the "Customize Current View" dialog box set "Show symbols in name column" then select "Ok" to return to the Portfolio view
    5. Click the "Name" column to toggle ascending or descending sorting by symbol within the accounts

    The order in which the accounts are arranged can be set under the "Accounts" tab of the "Customize Current View" dialog box using "Move Up" and "Move Down".

    Alternatively one could add the "Ticker Symbol" column to the "Displayed Columns" and sort on it with or without setting "Show symbols in name column". Having the security name remain in the "Name" column may be of value.

  • JoeL.
    JoeL. Quicken Canada Subscription Member ✭✭
    edited January 19
    https://community.quicken.com/discussion/comment/20472138#Comment_20472138

    Thanks for this suggestion. I hadn't thought of that. This provides a nice workaround for some scenarios and also solves a different reporting need I've been looking for by showing me my investment % across a set of accounts for each security (e.g. when the same security is in multiple accounts). The one thing this report workaround doesn't let me do is view my holdings and click on the shares held and update the shares held (based on my broker reports), so it would still be a good feature to add the Ticker to the holdings view if Quicken staff are reading this. Although editing the security name to include the Ticker at the beginning, I'd rather not do that.

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