Investments (Windows)

Discussion List

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  3 & 5 Year Average Annual IRR Calculations

  New Boatnmaniac 16 views 1 comment 1 point Most recent by Boatnmaniac April 2
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  Correcting Stock Cost Basis for Long Held Shares

  New Bruce_AT 22 views 4 comments 0 points Most recent by Bruce_AT April 2
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  Font size on the investing registers (4 Merged Votes)

  Under Consideration Bs06151985 177 views 13 comments 22 points Most recent by leishirsute March 30
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  on broker updates make "matching securities" read entire description

  New Daniel Adams 13 views 1 comment 0 points Most recent by Daniel Adams March 25
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  Print Portfolio X-Ray

  Planned System 307 views 8 comments 2 points Most recent by Mike S March 24
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  Improve handling of IRA distributions, QCDs, and Roth conversions

  New Jim_Harman 359 views 12 comments 35 points Most recent by BillG2 March 24
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  Red Dots -A Compliment to the Blue Dots and Green Dots [edited]

  New CG 117 views 16 comments 1 point Most recent by q_lurker March 16
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  New security name dropdown in QWin2018 R4.6 (5 Legacy Votes)

  New Jim_Harman 27 views 2 comments 2 points Most recent by Quicken_Natalie March 15
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  return of capital/cost basis adjustment (3 Legacy Votes)

  New QUICKFIXPLZ 289 views 5 comments 1 point Most recent by Quicken_Tyka March 15
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  Merged: Provide for Capital Gain Adjustments

  ChicagoGuy 10 views 0 comments 0 points Started by ChicagoGuy March 15
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  Quicken 2018 Investment Register

  New Mike Sabot 230 views 26 comments 6 points Most recent by fzimm February 27
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  Estimated Dividend Income

  New Mike Yacenda 143 views 8 comments 1 point Most recent by Jim_Harman February 26
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  Fix Growth of $10,000 graph so it handles Deposits and Withdrawals correctly

  Implemented Closed Jim_Harman 99 views 4 comments 10 points Most recent by Jim_Harman February 19
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  Tracking TSRUs

  New [email protected] 36 views 6 comments 0 points Most recent by [email protected] February 9
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  The Portfolio Morningstar X-ray does not include any of my savings accounts or CDs.

  New PeggySproul 73 views 5 comments 6 points Most recent by Since1996 January 29
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  Investment Performance Report - deducting management fees

  New mrs121 35 views 2 comments 1 point Most recent by mrs121 January 28
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  Fix Mutual Fund Conversion so cost basis is correct if holding is set to "Use Average Cost"

  New Jim_Harman 128 views 9 comments 5 points Most recent by Jim_Harman January 28
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  Portfolio View Missing Information

  New neil154 25 views 2 comments 0 points Most recent by NotACPA January 21
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  Import security prices from CSV file as part of One Step Update

  New user99029 81 views 5 comments 0 points Most recent by q_lurker January 21
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  Default Lot Identification (22 Legacy Votes)

  Implemented Closed ken jacobs 1.2K views 57 comments 9 points Most recent by Quicken SangeethaS January 14
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  Can we finally get real RSU (account and transaction) support?

  Under Consideration Closed joe kane 2.2K views 47 comments 26 points Most recent by cobra1316 January 10
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  Trailing stops

  New Richard Starrett 19 views 0 comments 0 points Started by Richard Starrett January 9
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  Auto-remove any option that has been updated once following its expiration date

  New System 17 views 4 comments 0 points Most recent by Rocket J Squirrel January 7
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  Trade Date

  Closed System 25 views 2 comments 0 points Most recent by q_lurker January 6
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  Logarithmic y-axes for portfolio value plots and others?

  New rjbailey95066 23 views 0 comments 1 point Started by rjbailey95066 January 2
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  Need More Investment Classes!

  New bob n 15 views 4 comments 3 points Most recent by apes January 2
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  Treat PreTax and After Tax Accounts Differently

  New PortlandRealist 59 views 5 comments 1 point Most recent by Jim_Harman December 2019
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  Add BOVESPA Security Quotes Download Automatically.

  New DiogCuba 22 views 0 comments 0 points Started by DiogCuba December 2019
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  Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions

  New f0445780 113 views 4 comments 3 points Most recent by Jim_Harman December 2019
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  Improve Stock Charts

  New PortlandRealist 22 views 0 comments 0 points Started by PortlandRealist December 2019