Requesting YTD investment returns report in Quicken Mac (58 Legacy Votes)

Dave NewboldDave Newbold Member
edited February 24 in Reports (Mac)
I'm looking for a simple way to see YTD investment returns on each security or fund in my portfolio with Quicken for Mac; I understand that Quicken for Windows has this and that currently only total returns (from initial purchase) are displayed in the 2017 Mac version.
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  • cnealcneal Member
    edited November 2018
    Not only should the realized or unrealized capital gains be shown on the report, but recieved distributions should be shown as well. (ordinary dividends, qualified dividends, or return of capital)
  • rameecerameece Member
    edited November 2016
    I am using Quicken for Mac 2016.  If the 2017 version had investment return reports, I would buy it.  Without that feature, the new version is not of value to me.
  • Quicken MarcusQuicken Marcus Employee ✭✭✭✭
    edited September 2017
    Doesn't the Tax Schedule Report do some of this?  It shows you dividends, interest and capital gains.  Unrealized gain and realized is also a view in the portfolio view.  Just for better understanding the needs for the report can you provide a little more detail about what it will be used for and what you're looking to see in the report.
  • cnealcneal Member
    edited November 2018
    I know you tire of the phrase, "In Quicken Windows I could... ", but in Premier 2015 we had a long list of items we could place on screen in the portfolio view. My display had to be full screen on a wide screem monitor. From memory in each ine was symbol, day change, percent day change, last trade, day high, day low, current value, cost, 52 week high, 52 week low, dividend, dividend date, return (nrealized gain + dividends received).

    I probably left some things out, but you get the idea. Everything I wanted to know about a stock in one glance.
  • rameecerameece Member
    edited January 2018
    "Some" is the operative word.  To make decisions regarding investments, one needs performance reports that at minimum show performance returns year-to-date (YTD), or better over defined time periods - for example a quarter or quarters, past 12 months, etc., including unrealized gains.  If one can break down these overall YTD (or defined period) returns by "realized" gains (e.g. distributions, etc.) and unrealized gains, better yet.   Preferably such reports should be able to show ROI (return on investment) and IRR (internal rate of return) percentage results for any given period of time (notably including YTD) for any given account or investment(s), and that would need to include unrealized gains.  The "old" Mac Quicken had sufficient reports one could use to be able to see these.  Quicken Essentials was basically useless, and while the "new" Quicken for Mac is adequate, none of the previous investment performance reports are available.  I gather Quicken (Windows) has at least some of this capability.  The current Mac versions (2016 and I gather 2017) are OK for showing current investment status, and reasonable tax information.  One can get overall ROI from the original date of acquisition by going to separate places to put things tougher and do some manual arithmetic.  It should not be necessary for a financial program, however, to have to do that, and the YTD ROI would be very cumbersome to obtain from Quicken for Mac.  IRR is not available at all.  In other words, the program is not of any real help to make ongoing decisions about current or potential investments, and generally manage investments or investment accounts.
  • nstrobelnstrobel Member
    edited September 2017
    rameece said:

    "Some" is the operative word.  To make decisions regarding investments, one needs performance reports that at minimum show performance returns year-to-date (YTD), or better over defined time periods - for example a quarter or quarters, past 12 months, etc., including unrealized gains.  If one can break down these overall YTD (or defined period) returns by "realized" gains (e.g. distributions, etc.) and unrealized gains, better yet.   Preferably such reports should be able to show ROI (return on investment) and IRR (internal rate of return) percentage results for any given period of time (notably including YTD) for any given account or investment(s), and that would need to include unrealized gains.  The "old" Mac Quicken had sufficient reports one could use to be able to see these.  Quicken Essentials was basically useless, and while the "new" Quicken for Mac is adequate, none of the previous investment performance reports are available.  I gather Quicken (Windows) has at least some of this capability.  The current Mac versions (2016 and I gather 2017) are OK for showing current investment status, and reasonable tax information.  One can get overall ROI from the original date of acquisition by going to separate places to put things tougher and do some manual arithmetic.  It should not be necessary for a financial program, however, to have to do that, and the YTD ROI would be very cumbersome to obtain from Quicken for Mac.  IRR is not available at all.  In other words, the program is not of any real help to make ongoing decisions about current or potential investments, and generally manage investments or investment accounts.

    I won't upgrade to a newer version of Quicken until there is a ROI and IRR feature. Old Quicken could do that.
  • John TracyJohn Tracy Member
    edited September 2017
    rameece said:

    "Some" is the operative word.  To make decisions regarding investments, one needs performance reports that at minimum show performance returns year-to-date (YTD), or better over defined time periods - for example a quarter or quarters, past 12 months, etc., including unrealized gains.  If one can break down these overall YTD (or defined period) returns by "realized" gains (e.g. distributions, etc.) and unrealized gains, better yet.   Preferably such reports should be able to show ROI (return on investment) and IRR (internal rate of return) percentage results for any given period of time (notably including YTD) for any given account or investment(s), and that would need to include unrealized gains.  The "old" Mac Quicken had sufficient reports one could use to be able to see these.  Quicken Essentials was basically useless, and while the "new" Quicken for Mac is adequate, none of the previous investment performance reports are available.  I gather Quicken (Windows) has at least some of this capability.  The current Mac versions (2016 and I gather 2017) are OK for showing current investment status, and reasonable tax information.  One can get overall ROI from the original date of acquisition by going to separate places to put things tougher and do some manual arithmetic.  It should not be necessary for a financial program, however, to have to do that, and the YTD ROI would be very cumbersome to obtain from Quicken for Mac.  IRR is not available at all.  In other words, the program is not of any real help to make ongoing decisions about current or potential investments, and generally manage investments or investment accounts.

    Same comment as for the other report.  very lacking usability. If I wanted summary reports Mint provides free balance account tracking.  Very disappointed in the Quicken for Mac
  • John TracyJohn Tracy Member
    edited September 2017

    Doesn't the Tax Schedule Report do some of this?  It shows you dividends, interest and capital gains.  Unrealized gain and realized is also a view in the portfolio view.  Just for better understanding the needs for the report can you provide a little more detail about what it will be used for and what you're looking to see in the report.

    Just like all of the other software programs out on the market today.  I do not want to became a programmer or want to spend hours through online help to try to figure out how to run a report so it is useful. that is why I purchase a software program.  You need to upgrade this program quickly or it will die from non-use.  
  • Quicken MarcusQuicken Marcus Employee ✭✭✭✭
    edited August 2018
    I believe most of this has been implemented in 2018.  2018 Supports the ability to add columns and has a performance view with IRR and ROI.  Let's spin up a new post for additional columns for the portfolio view.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited July 2018

    I believe most of this has been implemented in 2018.  2018 Supports the ability to add columns and has a performance view with IRR and ROI.  Let's spin up a new post for additional columns for the portfolio view.

    This IDEA has been implemented in QM2018 v5.1, released Oct 2017, as per the 
    2018 Release Notesto allow adding a data column for IRR and ROI on the Portfolio Performance view. 

    To add requests for more columns, either post the additional columns here or create a new IDEA post.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

      If you find this reply helpful, please be sure to click "Like", so others will know, thanks.

      (Canadian  user since '92, STILL using QM2007)

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