QB Issue Resolution:

No, QuickBooks (Mac or Windows) does not handle investment portfolios and securities. Quicken for Mac 2007 does but it is very difficult to move from Quicken Windows to Quicken Mac.

You are probably best served by staying on Quicken Windows and running VMWare or Parallels and a virtual PC environment. Either that or find an online service that does what you need.

Resolution for Issue 'Can QuickBooks for Mac handle an investment portfolio and securities transactions?' available: Yes (Solved).
Source: Intuit Community forum.

Can QuickBooks for Mac handle an investment portfolio and securities transactions?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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