Portfolio View

Discussion List

• 
  Portfolio pricing

  Answered MikeJunoMaryMollie 14 views 1 comment 0 points Most recent by Jim_Harman March 6Errors and Troubleshooting (Windows)
• 
  2

  Up
  Add ability to enter a note for individual securities displayed in the Investing > Portfolio view.

  Reviewed SpongeWorthy 10 views 0 comments 2 points Most recent by SpongeWorthy March 3Investments
• 
  Liquidated Fidelity security not being removed from portfolio

  Closed WaterLover 51 views 8 comments 0 points Most recent by WaterLover February 9Investing (Mac)
• 
  Merged: Add Dividend Information Columns to Investment (Holdings) Views

  Closed RayZizik 1 view 0 comments 1 point Most recent by jacobs January 29Investments
• 
  quicken Mac life to date portfolio realized gains

  Answered ✓ Closed GHS 25 views 5 comments 0 points Most recent by GHS January 21Investing (Mac)
• 
  Expand All on the Portfolio Tab

  Answered Closed dsmith5010 22 views 2 comments 0 points Most recent by dsmith5010 November 2025Investing (Windows)
• 
  Yield on Investment Showing Zeros (in Portfolio View)

  Closed JoeL. 84 views 4 comments 0 points Most recent by Quicken Alyssa November 2025All Things Canadian (Windows)
• 
  Mysterious increase/decrease in Fidelity Brokerage

  Answered ✓ Closed Lou 64 views 3 comments 0 points Most recent by Lou November 2025Errors and Troubleshooting (Mac)
• 
  Bug: Investment transactions not reflecting in portfolio

  Closed Scott Rose 225 views 8 comments 0 points Most recent by Scott Rose October 2025Errors and Troubleshooting (Mac)
• 
  Can you hide a security in portfolio view on a MAC?

  Answered Closed donnarey 14 views 1 comment 0 points Most recent by Quicken Alyssa October 2025All Things Canadian (Mac)
• 
  Missing Values in Return (%) Column Values: Portfolio View

  Answered Closed recursor1 102 views 9 comments 0 points Most recent by recursor1 October 2025Errors and Troubleshooting (Windows)
• 
  Portfolio Share Totals are incorrect and do not match Share Balance from Ledger

  Closed Andrew H 34 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Mac)
• 
  3

  Up
  Investing->Portfolio: Add "Account Type" in Group By

  Reviewed piyushjain 11 views 1 comment 3 points Most recent by Jim_Harman October 2025Reports
• 
  R 64.19: improved portfolio x-ray not working

  Answered Closed tanapoli 711 views 33 comments 0 points Most recent by Jim_Harman October 2025Investing (Windows)
• 
  3

  Up
  Portfolio X-Ray Custom Views

  Reviewed GTmem 33 views 1 comment 3 points Most recent by q_lurker October 2025Product Enhancements
• 
  Portfolio X-Ray - Reduced Functionality and Incorrect Graphing

  Closed pgavon 708 views 27 comments 5 points Most recent by Rick8 October 2025Investing (Windows)
• 
  5

  Up
  Add Stock Dividend as an optional column for Portfolio view

  Reviewed Keith McLellan 12 views 0 comments 5 points Most recent by Keith McLellan August 2025Investments
• 
  Portfolio View is including separate account shares - RESOLVED

  Answered ✓ Closed AWinTx 46 views 2 comments 0 points Most recent by AWinTx July 2025Investing (Windows)
• 
  1

  Up
  Horizontal line or separator for each account row in Portfolio view (Q Mac)

  Reviewed KenC 14 views 0 comments 1 point Most recent by KenC June 2025Investments
• 
  1

  Up
  Auto-Align Investment Chart Height Across All Accounts in Portfolio View

  Reviewed KenC 1 view 0 comments 1 point Most recent by KenC May 2025Investments
• 
  Investing tab refresh bug

  Closed EvDob 56 views 3 comments 0 points Most recent by Quicken Anja February 2025Investing (Windows)
• 
  2

  Up
  Add Additional Expand/Collapse Option in Portfolio View [Edited]

  Reviewed rfore466 94 views 8 comments 2 points Most recent by BobS2 February 2025Investments
• 
  Return Calcs: IP report v portfolio view returns when assets transferred between accounts

  Closed mtn_living 133 views 10 comments 0 points Most recent by Geo1104 December 2024Investing (Windows)
• 
  add an income column in the portfolio view (Q Mac)

  Closed jnussb9328 21 views 1 comment 0 points Most recent by Quicken Jasmine November 2024Investing (Mac)