Add an "Account" column/view to the Investments Portfolio page (edited)

Gerry C
Gerry C Member ✭✭
edited April 15 in Feature Requests

Can you add the "Account" column to the Investment Holding view?
There is an option to select the account but selecting "All Accounts" could enabled an "Account" column so it shows where the holding belongs to.

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  • rickj
    rickj Member ✭

    It would be nice if there was a way to quickly see your entire investment portfolio separated by accounts on 1 page with listings including the specific holdings and market values in each account. Makes it much easier when trying to plan for rebalancing. Much like the portfolio layout in classic Quicken.

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