Portfolio View

Discussion List

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  1

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  Group the equities in a portfolio manually

  R Strax 41 views 3 comments 1 point Most recent by R Strax April 21Investments
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  Portfolio view daily gain totals don't add up is puzzling

  Answered Lightfader 28 views 2 comments 0 points Most recent by Jim_Harman April 17Investing (Windows)
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  Portfolio Review Certain (%) Columns missing "%"

  Wize 22 views 1 comment 0 points Most recent by NotACPA April 16Registers & Transactions (Windows)
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  Give users the ability to rearrange the order of holdings for an investment account

  Reviewed gtgerbo 43 views 2 comments 2 points Most recent by gtgerbo April 13Ideas for Windows Classic
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  Dividend Income in Portfolio View - QMac

  dusty58 . 22 views 1 comment 0 points Most recent by jacobs April 9Investing (Mac)
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  Portfolio View Won't Open, Can't Add Securities [Edited]

  drvollmer 52 views 3 comments 0 points Most recent by Quicken Laura April 7Errors and Troubleshooting (Windows)
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  Portfolio pricing

  Answered MikeJunoMaryMollie 32 views 3 comments 0 points Most recent by Jim_Harman March 29Errors and Troubleshooting (Windows)
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  Add ability to enter a note for individual securities displayed in the Investing > Portfolio view.

  Reviewed SpongeWorthy 11 views 0 comments 2 points Most recent by SpongeWorthy March 3Investments
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  Liquidated Fidelity security not being removed from portfolio

  Closed WaterLover 54 views 8 comments 0 points Most recent by WaterLover February 9Investing (Mac)
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  quicken Mac life to date portfolio realized gains

  Answered ✓ Closed GHS 22 views 5 comments 0 points Most recent by GHS January 21Investing (Mac)
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  Expand All on the Portfolio Tab

  Answered Closed dsmith5010 21 views 2 comments 0 points Most recent by dsmith5010 November 2025Investing (Windows)
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  Yield on Investment Showing Zeros (in Portfolio View)

  Closed JoeL. 81 views 4 comments 0 points Most recent by Quicken Alyssa November 2025All Things Canadian (Windows)
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  Mysterious increase/decrease in Fidelity Brokerage

  Answered ✓ Closed Lou 75 views 3 comments 0 points Most recent by Lou November 2025Errors and Troubleshooting (Mac)
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  Bug: Investment transactions not reflecting in portfolio

  Closed Scott Rose 237 views 8 comments 0 points Most recent by Scott Rose October 2025Errors and Troubleshooting (Mac)
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  Can you hide a security in portfolio view on a MAC?

  Answered Closed donnarey 11 views 1 comment 0 points Most recent by Quicken Alyssa October 2025All Things Canadian (Mac)
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  Missing Values in Return (%) Column Values: Portfolio View

  Answered Closed recursor1 111 views 9 comments 0 points Most recent by recursor1 October 2025Errors and Troubleshooting (Windows)
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  Portfolio Share Totals are incorrect and do not match Share Balance from Ledger

  Closed Andrew H 35 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Mac)
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  Investing->Portfolio: Add "Account Type" in Group By

  Reviewed piyushjain 12 views 1 comment 3 points Most recent by Jim_Harman October 2025Reports
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  R 64.19: improved portfolio x-ray not working

  Answered Closed tanapoli 733 views 33 comments 0 points Most recent by Jim_Harman October 2025Investing (Windows)
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  Portfolio X-Ray Custom Views

  Reviewed GTmem 32 views 1 comment 3 points Most recent by q_lurker October 2025Product Enhancements
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  Portfolio X-Ray - Reduced Functionality and Incorrect Graphing

  Closed pgavon 733 views 27 comments 5 points Most recent by Rick8 October 2025Investing (Windows)
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  Add Stock Dividend as an optional column for Portfolio view

  Reviewed Keith McLellan 17 views 0 comments 5 points Most recent by Keith McLellan August 2025Investments
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  Portfolio View is including separate account shares - RESOLVED

  Answered ✓ Closed AWinTx 53 views 2 comments 0 points Most recent by AWinTx July 2025Investing (Windows)
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  Horizontal line or separator for each account row in Portfolio view (Q Mac)

  Reviewed KenC 15 views 0 comments 1 point Most recent by KenC June 2025Investments
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  Auto-Align Investment Chart Height Across All Accounts in Portfolio View

  Reviewed KenC 6 views 0 comments 1 point Most recent by KenC May 2025Investments
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  Investing tab refresh bug

  Closed EvDob 53 views 3 comments 0 points Most recent by Quicken Anja February 2025Investing (Windows)
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  Add Additional Expand/Collapse Option in Portfolio View [Edited]

  Reviewed rfore466 91 views 8 comments 2 points Most recent by BobS2 February 2025Investments
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  Return Calcs: IP report v portfolio view returns when assets transferred between accounts

  Closed mtn_living 132 views 10 comments 0 points Most recent by Geo1104 December 2024Investing (Windows)
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  add an income column in the portfolio view (Q Mac)

  Closed jnussb9328 22 views 1 comment 0 points Most recent by Quicken Jasmine November 2024Investing (Mac)