Portfolio X-Ray Custom Views
GTmem
Quicken Windows Subscription Member ✭✭✭
I would love to be able to save custom views. In the top left corner box, I only see options of All Accounts, Investing Only, Retirement Only and Custom. Ideally, I could create a Custom group and then save it. Otherwise, I have to rebuild a custom view each and every time. This would actually be a value add over the Morningstar site itself.
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Comments
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That saved customization should apply to both accounts and securities.
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