I can only speak to the use of Quickbooks DESKTOP. I do NOT use Online version.
You can only track the cost basis of investments in QuickBooks. You input/set-up your brokerage account as a "bank" type account. Let's say your brokerage is Charles Schwab - that is what you name it. I then track the cash transactions in a sub-account called "Cash Transactions" and the Stocks I put in a sub-account, "Stocks".
When you reconcile the account each month, you notate your statement, where the stocks positions are listed, with the cost basis of each stock, and then add that to the "cash balance" in the account and that is your ending statement balance you will reconcile to. Respond if you need further instructions....I've been doing this for 30 years in QuickBooks Desktop.
