Investments (Windows)

Discussion List

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  Asset Class pie chart and numeric table order

  New Jim_Harman 43 views 5 comments 6 points Most recent by Jim_Harman June 22
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  Logarithmic y-axes for portfolio value plots and others?

  New rjbailey95066 90 views 5 comments 5 points Most recent by artg June 22
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  Security Detail View enhancement

  New drventure 17 views 0 comments 3 points Started by drventure June 20
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  7

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  Daily Interval Graph for Net Worth and Portfolio

  New System 150 views 4 comments 7 points Most recent by jim1762 June 18
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  Report - Investment Account Summary with Periodical (to date) P&L

  New Blue255 37 views 6 comments 0 points Most recent by Quicken Anja June 14
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  Default for "Specify Lots"

  New Bahamas811 49 views 3 comments 6 points Most recent by RedCab June 4
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  Can't we have 4 Lot Identification default choices?

  New JoeG 57 views 4 comments 5 points Most recent by RedCab June 4
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  529 account approve monthly fee sales fix

  New Tom in MN 24 views 2 comments 2 points Most recent by Jim_Harman June 1
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  10
  When adding a new Security make "Add to Watch List" optional Preference [edited]

  Planned UKR 158 views 8 comments 10 points Most recent by tapierce June 1
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  Include calculations for Returns & % Returns on Savings Accounts shown with Portfolio Investments

  New Scrappydoo 21 views 1 comment 1 point Most recent by q_lurker May 31
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  3 & 5 Year Average Annual IRR Calculations

  New Boatnmaniac 83 views 8 comments 6 points Most recent by q_lurker May 28
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  override lot specification of lots that are transferred between accounts for tax reasons

  New System 23 views 3 comments 0 points Most recent by Rocket J Squirrel May 26
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  Crypto

  stephenvalente 321 views 2 comments 0 points Most recent by BarryGraham May 24
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  Bond Enhancements to Investment Management [Edited]

  New gkading 19 views 0 comments 2 points Started by gkading May 17
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  Check Internet Connection Message

  System 21 views 2 comments 0 points Most recent by UKR May 14
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  Quicken's Investment management falling short of potential possiblities

  gkading 31 views 1 comment 0 points Most recent by Quicken_Tyka May 14
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  Quicken Canada - Ability to Convert Downloaded Foreign Security Prices to Domestic Currency

  New gj0608 204 views 8 comments 8 points Most recent by gj0608 May 13
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  Fidelity Investments

  System 73 views 9 comments 0 points Most recent by ajmgrm May 11
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  Investing Performance Chart Missing Dates for "Last 7 Days" When Months are Spanned [edited]

  New Scooterlam 104 views 6 comments 4 points Most recent by Scooterlam May 8
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  3

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  Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions

  New f0445780 298 views 6 comments 3 points Most recent by Jim_Harman May 8
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  1

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  Recommendation for Manual Reconciliation of Shares

  New jadney 25 views 2 comments 1 point Most recent by Jim_Harman May 7
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  21

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  Switching an Account Type to Roth IRA

  New Just Me and Not Someone Else 485 views 14 comments 21 points Most recent by Jim_Harman May 4
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  5

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  Add a “Net amount invested” column and calculate ROI using the net amount (updated title)

  New Quicken Community 360 views 25 comments 5 points Most recent by Vince_L May 3
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  2

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  Subtotal the number of shares in the Cap Gains Report

  New ChicagoGuy 51 views 6 comments 2 points Most recent by q_lurker April 29
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  11

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  Add number of shares to Security List

  New Rocket J Squirrel 52 views 6 comments 11 points Most recent by dipe_c April 26
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  Alerts & Email

  New Glen Raggio 15 views 0 comments 1 point Started by Glen Raggio April 19
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  Has anyone noticed the new "Simple - Positions Only" tracking method for investment accounts?

  Chris_QPW 597 views 29 comments 0 points Most recent by mscerutti April 17
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  Include Custom Assets When Rebalancing Portfolio

  New elubat 245 views 21 comments 6 points Most recent by MrQRav April 17
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  Affects investment performance behavior change

  New q_lurker 141 views 16 comments 8 points Most recent by Rocket J Squirrel April 12
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  Asset allocation by Security Type

  New Murali Narayanan 130 views 3 comments 9 points Most recent by Quicken Anja April 12