Change how the Portfolio Manager groups investments

Go to the Portfolio Manager.
In the Group by list (at the top of the Portfolio Manager), click a category.

Notes

To create accounts or edit investments, investments must be grouped by account.
To quickly reorder your investments within groups, click the column heading you want to sort by. Click the heading again to reverse the sort order.
To learn the definition of a column, rest your mouse pointer on the column heading label.