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!