Investments (Windows)

Discussion List

• 
  7

  Up
  Morningstar ratings, return, and risk

  New q_lurker 89 views 4 comments 7 points Most recent by vitreous January 20
• 
  2

  Up
  Securities Reconcile Shares in Investment Account

  New Terry S 41 views 1 comment 2 points Most recent by Quicken Anja January 19
• 
  83

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

  Under Consideration Jim_Harman 938 views 20 comments 83 points Most recent by andyc3 January 17
• 
  Update my 401K Holdings

  Shenmeqi 24 views 1 comment 0 points Most recent by Quicken Francisco January 4
• 
  9

  Up
  Offer Stock Ticker Symbols in brokerage account registers....and more.... (5 Merged Votes)

  New PutterFlutters 249 views 16 comments 9 points Most recent by Jim_Harman January 4
• 
  2
  Print Portfolio X-Ray

  Planned System 536 views 14 comments 2 points Most recent by Bradster63 December 2020
• 
  4

  Up
  Affects investment performance behavior change

  New q_lurker 42 views 8 comments 4 points Most recent by q_lurker December 2020
• 
  0

  Up
  Mismatched securities in account

  New tsmith208 29 views 2 comments 0 points Most recent by wxman68 December 2020
• 
  0

  Up
  Attachments to Securities

  New Fred8 13 views 0 comments 0 points Started by Fred8 December 2020
• 
  8

  Up
  Show Morningstar ratings for ETF Investment Type

  New deranger2 37 views 1 comment 8 points Most recent by Mick December 2020
• 
  6

  Up
  One Step Update for non-US and non-Canadian securities

  New sslucas88 67 views 6 comments 6 points Most recent by twoaussie December 2020
• 
  1

  Up
  Provide Income Yield column in Portfolio

  New leishirsute 32 views 8 comments 1 point Most recent by leishirsute December 2020
• 
  3

  Up
  Default for "Specify Lots"

  New Bahamas811 23 views 2 comments 3 points Most recent by Bahamas811 December 2020
• 
  1

  Up
  In Security details add Analysis ratin g and Price

  New BMJ 12 views 0 comments 1 point Started by BMJ December 2020
• 
  0

  Up
  Add Apex Clearing and/or United Income to sync

  New Mark Porter 25 views 0 comments 0 points Started by Mark Porter December 2020
• 
  Wabtec Corp

  System 5 views 2 comments 0 points Most recent by Greg_the_Geek November 2020
• 
  5

  Up
  Add Investment "Type" to Customize Current View in the Investing Portfolio Views

  New byerskm 35 views 3 comments 5 points Most recent by Richard Kent November 2020
• 
  8
  Need More Investment Asset Classes! (1 Merged)

  Implemented Quicken Community 93 views 9 comments 8 points Most recent by Jim_Harman November 2020
• 
  1

  Up
  Added account selections to portfolio view

  New Lee Wing 40 views 2 comments 1 point Most recent by Rocket J Squirrel November 2020
• 
  1

  Up
  Home(s) should be included as investments and part of Asset Allocation

  New Joseph Arden 64 views 7 comments 1 point Most recent by Jim_Harman November 2020
• 
  5

  Up
  Can't we have 4 Lot Identification default choices?

  New JoeG 43 views 3 comments 5 points Most recent by NotACPA November 2020
• 
  Merged: merging

  System 1 view 0 comments 0 points Started by System November 2020
• 
  5

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

  New RonBask 1.6K views 12 comments 5 points Most recent by jnprop October 2020
• 
  0

  Up
  Option to include International Market Indexes and International Security Lists

  New ray_marrayts 2 views 0 comments 0 points Started by ray_marrayts October 2020
• 
  8

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

  New PeggySproul 219 views 6 comments 8 points Most recent by PeggySproul October 2020
• 
  4

  Up
  Is there any way to format the watchlist on the homescreen?

  New Artie001 34 views 6 comments 4 points Most recent by asherfamily1 October 2020
• 
  7
  security detail view - display share price

  Implemented rich 261 views 19 comments 7 points Most recent by Rocket J Squirrel September 2020
• 
  5

  Up
  Add Roth 401K to Paycheck Wizard After-Tax Deduction Section [edited] (7 Legacy Votes)

  New Quicken Community 231 views 10 comments 5 points Most recent by RBautista September 2020
• 
  29

  Up
  Add Option to Change the Security Detail Graph

  New Closed Gerry Blue 265 views 23 comments 29 points Most recent by Quicken_Tyka September 2020
• 
  0

  Up
  Designating a Sweep Fund

  New jadney 41 views 3 comments 0 points Most recent by Jim_Harman September 2020