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rate of return by security

Unknown
Unknown Member
edited November 2018 in Investing (Windows)
I am using Quicken Premier 2016.  When running an investment performance report I can specify results by account or by security.  The results by  security appear to be blended performance from all the accounts within which the security is held.  Is it possible to break out security performance separately for each account within which it is held, thus taking into account different timing on purchases and sales between various accounts.

Comments

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited November 2018
    By clicking the gear at the top right of the report, you can filter it so it so it shows just the account(s) and securities you want.

    So in your example you would select just the security of interest leaving all the accounts selected, then in the report subtotal by account. You would have to do a separate report for each security you are interested in.
    QWin Premier subscription
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