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How report / graph number of stock shares over time?

ChicagoGuy
ChicagoGuy Member ✭✭
edited September 2018 in Investing (Windows)
I want to resolve discrepancies between reports from a brokerage house and my Quicken data about # of shares owned in a stock at particular time.

It would be most helpful to have a graph # shares held in a particular stock over time. Can I do this? All i can do now is guess specific dates to see my position (and # shares on that date). A graph would be waayyy more helpful to see what is going on.

Comments

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited March 2017
    What Quicken year version and what operating system are you using?
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited September 2018
    I don't think there's a graph available that can do that, not in Quicken for Windows nor Mac.
    Just create a Investment Transactions report, sorted by Date and filtered for the account in question and the security you're looking for. That should tell you what's going on.
    If you're good with Excel, export that report to Excel and massage the data into the desired graph.

    Just in case ... might there be any Placeholder transactions lurking in your account?
    Those need to be resolved first.

    For more about
    Placeholders please go into Quicken Help (press the F1 key from anywhere in
    Quicken) and perform a Contents search for "placeholder".

    Alternatively or in
    addition to the above, read the first few articles found here: https://www.quicken.com/search/site/placeholder

This discussion has been closed.