Group the equities in a portfolio manually

R Strax
R Strax Member ✭✭✭✭
edited April 21 in Investments

I am using a MacBook Pro, M1, OS 26.4.1, QMac 8.5.2.

I have an investment portfolio containing a number of equities. As far as I can tell the only way I can list these equities is either alphabetical order by equity name, by investment type, by class or by holding period. I would like to be able to group the equities manually, keeping several groups of equities within the portfolio. Even better, if I could take a subset group of equities within the portfolio and view their performance isolated from the other equities in the portfolio.

Is there any way to group the equities in a portfolio manually, rather than in alphabetical order? I wondered if it is possible but I just missed the setting. If this is not possible I would like to suggest it to the Quicken folks, but not sure how to make such a suggestion.

Thanks to anyone who has advice for me!

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  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    I don't think there's any way to arrange assets by hand.

    The best way to make suggestions is to post over in the Product Ideas section of the forum, there's a dedicated area for Quicken Mac Classic divided into sub-forums. I did a quick scan and it didn't look to me like this idea was there yet, so I'll flag this post so one of the moderators can move it over there.

  • Quicken Carlos
    Quicken Carlos Quicken Mac Subscription Moderator mod

    Hi @R Strax and @Jon,

    Thank you for taking the time to reach out with your request.

    I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

    Screenshot 2026-04-21 at 11.09.49 AM.png

    Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

    Thank you!

    Quicken Carlos

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  • R Strax
    R Strax Member ✭✭✭✭

    Thank you both for helping out!

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