Investments (Windows)

Discussion List

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  9
  Default Lot Identification (22 Legacy Votes)

  Implemented Closed ken jacobs 991 views 57 comments 9 points Most recent by Quicken SangeethaS January 14
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  15

  Up
  Improve handling of IRA distributions, QCDs, and Roth conversions

  New Jim_Harman 169 views 6 comments 15 points Most recent by Ted109 January 13
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  5

  Up
  Quicken 2018 Investment Register

  New Mike Sabot 155 views 24 comments 5 points Most recent by UKR January 13
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  24

  Up
  Can we finally get real RSU (account and transaction) support?

  Under Consideration joe kane 1.9K views 47 comments 24 points Most recent by cobra1316 January 10
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  0

  Up
  Trailing stops

  New Richard Starrett 17 views 0 comments 0 points Started by Richard Starrett January 9
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  0

  Up
  Auto-remove any option that has been updated once following its expiration date

  New System 16 views 4 comments 0 points Most recent by Rocket J Squirrel January 7
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  Trade Date

  System 18 views 2 comments 0 points Most recent by q_lurker January 6
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  0

  Up
  Logarithmic y-axes for portfolio value plots and others?

  New rjbailey95066 17 views 0 comments 0 points Started by rjbailey95066 January 2
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  2

  Up
  Need More Investment Classes!

  New bob n 12 views 4 comments 2 points Most recent by apes January 2
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  1

  Up
  Treat PreTax and After Tax Accounts Differently

  New PortlandRealist 52 views 5 comments 1 point Most recent by Jim_Harman December 2019
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  0

  Up
  Add BOVESPA Security Quotes Download Automatically.

  New DiogCuba 17 views 0 comments 0 points Started by DiogCuba December 2019
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  5

  Up
  The Portfolio Morningstar X-ray does not include any of my savings accounts or CDs.

  New PeggySproul 46 views 4 comments 5 points Most recent by q_lurker December 2019
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  3

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

  New f0445780 76 views 4 comments 3 points Most recent by Jim_Harman December 2019
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  0

  Up
  Improve Stock Charts

  New PortlandRealist 17 views 0 comments 0 points Started by PortlandRealist December 2019
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  0

  Up
  Return of Capital should not be "Not Categorized" transaction (20 Legacy Votes)

  New Joseph Arden 75 views 12 comments 0 points Most recent by Quicken_Natalie December 2019
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  0

  Up
  Migrating Old to New Ticker Symbol Data

  New BBG 64 views 3 comments 0 points Most recent by q_lurker December 2019
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  2

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

  New C K Govindan 138 views 21 comments 2 points Most recent by Rocket J Squirrel December 2019
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  0

  Up
  dividend calculation

  New bill 41 views 2 comments 0 points Most recent by Jim_Harman December 2019
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  1

  Up
  Security Detail Page Enhancements

  New Alan Hendricks 13 views 2 comments 1 point Most recent by Jim_Harman December 2019
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  2

  Up
  Option to add/not add new accounts to custom portfolio

  New targa4s 24 views 2 comments 2 points Most recent by Jim_Harman December 2019
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  0

  Up
  Need way to track Life Insurance Asset Value (vs Premiums)

  New RonBask 75 views 6 comments 0 points Most recent by skeleton567 December 2019
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  1

  Up
  Multi-faceted Rebalancing

  New nick.koch 15 views 0 comments 1 point Started by nick.koch November 2019
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  2
  Print Portfolio X-Ray

  Planned System 203 views 6 comments 2 points Most recent by Birute10 November 2019
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  7

  Up
  Tag on Investment account cash transactions (1 Merged Vote)

  New AMYG 128 views 31 comments 7 points Most recent by acs2 November 2019
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  9

  Up
  Fix Growth of $10,000 graph so it handles Deposits and Withdrawals correctly

  New Jim_Harman 72 views 3 comments 9 points Most recent by Jim_Harman November 2019
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  9

  Up
  Fix display of closed lots in Investing account overview and Portfolio views (3 Merged Votes)

  Under Consideration Jim_Harman 235 views 14 comments 9 points Most recent by susanh02 November 2019
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  5

  Up
  security detail view - display share price

  New rich 134 views 16 comments 5 points Most recent by joe6h November 2019
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  1

  Up
  How can I see more than 32 columns in the Investing view?

  New Gary 38 views 4 comments 1 point Most recent by Quicken_Natalie October 2019
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  Merged: unit share price

  joe6h 11 views 0 comments 0 points Started by joe6h October 2019
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  Merged: Add Thrift Saving Plan (TSP) to list of investment companies

  dr.sulli 1 view 0 comments 0 points Started by dr.sulli October 2019