Report with total equity holdings?

bethwr
bethwr Member ✭✭✭
edited December 2025 in Reports (Mac)

Is there a report that will show me all of my holdings? I have some duplicates in 401(k) and IRA and I'd like to run a report that shows ticker symbol, shares and value.

Thank you in advance.

Comments

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    Not a report exactly, but if you click on "Investing" in the sidebar, select the "Portfolio" tab, and then select "Portfolio Value" and "By Security" in the pulldown menus it will show you a consolidated list of all your holdings. You can click on the circle with three dots in the upper right to print or export that list.

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