How about custom field(s) for investments?

Richard Taylor

I wouldn't mind having a custom field or fields available for securities:
1- Sometimes Quicken can't get the data I am interested in
2- I would like to have a comment where I can add plans/ideas... .  This field  should be viewable from the portfolio list.  Or have the Security comment available ("Security details" comment)

mshiggins

I think securities do have a comment field accessible via the Other button.

q_lurker

mshiggins said:

I think securities do have a comment field accessible via the Other button.

I believe the OP is correct though that the Security Comment field is not readily available.  As I recall, the only way to see it is to go to that second page of security details for each security individually.

Richard Taylor

mshiggins said:

I think securities do have a comment field accessible via the Other button.

Can you provide info on 'other'? I haven't found it. I'm using premier 2016 windows.


Thanks for the review

Richard Taylor

mshiggins said:

I think securities do have a comment field accessible via the Other button.

I have also had issue not getting proper security data, dividend s for instance. It looks like that has been solved. Although the yield isn't always calculated. That could possibly be a timing issue????? Realty Inc. o is a monthly payer. I have owned for years yet div yld is n/a

Jim_Harman

mshiggins said:

I think securities do have a comment field accessible via the Other button.

Let's have one issue per post.

To enter a comment on a security, click on the security name from the Security list or your account's Holdings view to display the Security Detail view. Click on Edit Security Details then at the bottom click on Other Info to display the Additional Security Information dialog. You can enter comments here but as others have noted I think this is the only place you can view them.

In this dialog you can also enter Est. Income in $/share/yr. As has been discussed elsewhere, this partially makes up for missing dividend information in the downloaded quote data. 

Jim_Harman

mshiggins said:

I think securities do have a comment field accessible via the Other button.

You can also enter account level comments in the Account Details dialog