Home Quicken for Mac Product Ideas - Quicken for Mac Investments (Mac)

Investment Performance Report for Quicken MAC? ( 36 merged votes)

lp1756lp1756 Member ✭✭
edited June 8 in Investments (Mac)
It's time for Quicken for MAC to grow up and (finally) provide an investments performance report.    It's not rocket science.   For a given time period take the value at the beginning, all transactions (dividends, interests, buys, sells) and the value at the end and just do the math.   We've waited patiently, but now it's time.   Get to work Quicken team!
2
2 votes

Under Consideration · Last Updated

6/8/2020 Submitted for review

Comments

  • Tom TollesTom Tolles Member ✭✭
    edited August 2018
    I use Quicken to download banking and brokerage information and it works great.  What that means is that quicken contains all transactions related to a stock, including purchase price, commissions, dividends and current market price.  If I have private investments that I track, I would also have similar information in terms of Initial Investments Costs/Priceimage, Cash returns, and Current Value.  Since all that info exists in quicken, it would be really easy to have Quicken use a the equivalent of Excel's XIRR function to computer an annualized IRR one or more investments.  This way I could see how various investments of mine have fared.  For example, I might compare three stocks and an apartment building over the last five years.  See the attached jpeg.  (note - when I use the words "Total IRR", I mean the total IRR for both cash and unrealized gains but still on an ANNUAL basis).  Using annual IRR information I find is a very useful tool for comparing actual or potential investments.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    You may want to add your VOTE for the IRR Report, here: https://getsatisfaction.com/quickencommunity/topics/irr-report-mad-quicken-2017

    Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.

    If you do not click VOTE at the top of the page of THAT feature, your vote will NOT be counted!

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

     
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    You may also want to add your VOTE to MANY types of reports and report features, here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-report-types-and-related-fe...

    Click the link above to go take a look at the list and vote for the ones you want to see implemented in Quicken for Mac. 

    Be sure to scroll down the page, as some contain lists of related features.  Click on the link to EACH IDEA separately. Then you click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers.

    If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT feature!

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • WillyHWillyH Member ✭✭
    edited November 2019
    I AGREE 100%!!, [removed]
  • UnknownUnknown Member
    edited November 2017
    THIS!
  • UnknownUnknown Member
    edited November 2018
    View any portfolio or all investment accounts.  Then while viewing the portfolio - not transactions, there is a dropdown box that shows Performance, Portfolio Value (the screen hat displays by default) and Realized Gains.  You can then change the columns showing up.  I believe this is the report you are looking for.
  • cnealcneal Member ✭✭
    edited November 2019


    Nope. Performance needs to include dividends received during the time held. Since migrating from Qwin a couple of years ago I have to keep this in a spreadsheet.

    (Market Value - Cost w/commission) + Dividends.
  • WillyHWillyH Member ✭✭
    edited November 2019


    And you need to be able to print it!
  • lp1756lp1756 Member ✭✭
    edited November 2017
    I just upgraded to Mac Quicken 2018 and there is now IRR and ROI columns in your portofio listings.    You only get to choose 1,3,5 year or YTD -- would have been nice to be able to select your own period.    But at least this is progress.     I am still working on what's the difference and whether dividends and interest are taken in account.    I'd be interested to know if any has tried this feature and what they have concluded.

    UPDATE:   I have done the math on one of my mutual finds and determined that the ROI columns in the Performance dropdown does indeed include the dividends received in the calculation of ROI.       

    Thank you Quicken -- this is what I've been asking for.
  • RalphSRalphS Member ✭✭
    edited December 2017
    I have taken a look at Quicken 2018 for Mac and compared to my old Quicken for Mac 2005 version it is indeed a poor relative.  I have lots of flexibility with 2005 and can generate customized ROI and IRR reports for any period I choose.  Since I only use it for investments and am pretty much a buy and hold investor the only downside is I don't get the automatic price updates.    I also downloaded the 2018 Windows version and it works well for what I need so I am looking at getting data on it.  I live in Canada and many of the Canadian mutual funds are available for automatic update, but I will likely not renew subscription and just enter manually after the subscription expires as some of the funds I have are in a group retirement plan and I have to enter them manually anyway.    
  • Carlos DuarteCarlos Duarte Member ✭✭
    edited September 2018
    I'm not sure if this question has been answered or not:  I would like the ability to graphically see individual investment performance, not just overall portfolio performance.  Quicken 2007 for Mac did a very nice job of this but I've lost this important functionality with Quicken 2018 for Mac.  
  • Ward K. BranchWard K. Branch Member
    edited January 2019
    My problem is that I cannot see a performance report across all my investment accounts. Am I missing something? 
  • J_MikeJ_Mike SuperUser ✭✭✭✭✭
    edited July 7

    My problem is that I cannot see a performance report across all my investment accounts. Am I missing something? 

    @Ward

    In QMac, in the sidebar, select the group header Investing.
    Next, select the Portfolio tab.
    You should now see performance info for all investment accounts - Brokerage and Retirement.
    You can customize further as desired.

    Similarly, you can see performance info for just your Brokerage accounts or just your Retirement accounts by selecting the appropriate group header in the side bar.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • UnknownUnknown Member
    edited November 2019



    Just PLEASE PORT the INVESTMENT PERFORMANCE REPORTS that you have in the Windows version over to the MAC version and a lot of people will be happy. [removed]
  • UnknownUnknown Member
    edited November 2019

    My problem is that I cannot see a performance report across all my investment accounts. Am I missing something? 

    This is not valid performance info in the Portfolio View. It does not take into account if you partially sold and investment over the period, the ins and outs of reinvested dividends, etc. We just simply need the INVESTMENT PERFORMANCE REPORT that exists in the Q Windows version. Enter the beginning and ending dates of the period and show the INS, OUTS, BALANCES and a performance percentage. The Q Windows INVESTMENT PERFORMANCE REPORT is perfect.

    The Portfolio View is NOT the answer .. it is the WRONG DIRECTION. The Portfolio View is asset balances centric. We needs a view / report that is TRANSACTION driven.

    [removed]

    David
  • Hi, Decade + happy customer of Quicken for Windows, and my wife is MAC users, so paid for QM 2-yr "subscription" ....  Boy, pretty disappointing that QM seems like a "light version", No Planning or Investment features. Can you please work to create some parity & commonality?!!   Help!   
  • jacobsjacobs SuperUser ✭✭✭✭✭
    @MakingMacBetter Well, it's not news to Mac users that the Mac version lacks functionality compared to the Windows version, or the legacy Mac version. And Quicken management has stated that their goal is to achieve approximate feature parity, so they're well aware of the need and user desires -- it's just a slow path to re-create many thousands of programmer hours of work that go into those features.

    The Mac version definitely does have a significant number of investment features, just not as many as Windows. (And some investment reporting in Windows is implemented in the Mac version via the portfolios rather than separate reports, so if there's something specific you're looking for, post a question because it might exist in Quicken Mac in a non-obvious place.)

    And yes, none of the planning features of Quicken Windows have made it to Quicken Mac yet. I suspect the developers have decided to focus on building out the features and robustness of the core Mac product first, and will get to adding some of the planning features down the road.

    And yes, we Mac users wish all this could be done by yesterday.  ;)  The only consolation is that they do seem committed to getting there, and they continue to deliver improvements and enhancements every month or two.
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • Quicken for Mac has come a long way with reports. Enhancements have been significant. However, unless I am overlooking something, there is no way to create a simple investment report which shows holdings across multiple accounts. For example, suppose you have a half dozen IRA accounts and you want a report that shows all the holdings grouped by particular stocks or bonds. I don't see any way to create such a report.
  • J_MikeJ_Mike SuperUser ✭✭✭✭✭
    In the side bar, your IRA accounts are listed unfair a group header Retirement.
    Click on Retirement and then select Portfolio View.
    The display should show all retirement holdings.
    You can customize this display as desired - e.g., Date, accounts included, columns, etc.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • RickORickO SuperUser ✭✭✭✭✭
    ...and once you're in the Portfolio View, you can customize the columns by using the columns button, top right. You can customize the contents using the three pull down menus at the top. And you can print or export the Portfolio View using the print/export buttons, top right.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Thanks very much. I was not aware of all you pointed out. Unless I am missing something though, you can't pick selected accounts. It is either a selected account or all accounts within a category (Retirement, Brokerage, etc.) It would also be nice to be able to create some unique categories such as Crowdfunded, Private Equity, etc.
  • RickORickO SuperUser ✭✭✭✭✭
    You can, somewhat. Instead of clicking Retirement, click Investing in the sidebar. Then you can use the All Investing Accounts popup menu at the top to select a subset out of all your investment accounts. The accounts you've selected will persist between Quicken sessions. The only thing you can't do is to name different subsets and switch among them.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Steve29Steve29 Member ✭✭✭
    I've been running Q2007 and Q2019 side-by-side for a good year now. Many of the basic features work well in both programs. It's a bit quicker to enter a transaction in 2007, but the home screen and overall attractiveness is better 2019. I'll have to abandon 2007 at some point, when I move to Catalina. What am I going to miss? What is going to keep me on Mojave till the bitter end? Investment reports.

    In 2019, I can't get an IRR report (that's internal rate of return -- something you see on every investment website). Which means I can't find out how much I've been earning on multiple accounts over a long range. I can see it 1, 3 and 5 years, but I can't go longer than that, and 5 years just doesn't tell you much. Nor can I collect groups of accounts and look at them together. All basic things in any kind of investment report module, and all available in Q2007 and in Quicken Windows.

    I also can't see "Amount Invested" for a security. That's essential, too. I don't much care about cost basis -- valuable for taxes but not for getting a feel for how much money you've actually made.

    Please Quicken -- please give us what we can get on Windows and create a basic investment reporting -- and add some of the key columnar data that you can get in the other versions. Us Mac users are just as savvy as people on Windows. Don't make us use a dumbed down Quicken.
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