Tracking LendingClub Performance With Quicken
I have seen several threads about tracking LendingClub with Quicken, but I haven't seen something on tracking performance. I've been using IntInc to track the interest received on principal.
- Would Dividends or Reinvested Dividends affect the performance data in Quicken better?
- Should the Cost Basis always reflect the Portfolio Value, like it does now ($1 value cost $1)?
- Is there a better Performance chart that would show the performance of my LendingClub investments better?
- The Growth of $10,000 chart looks absurd as it is counting my Xins as "growth", so am I tracking something wrong? Is there a way to treat the influx of cash so it isn't considered a performance bump?
In a nutshell, I'm tracking LendingClub "Shares" worth $1 each using Bought, Sold, and Removed (sold-off losses), along with miscellaneous income and expenses to track fees, corrections, etc.