Add a “Net amount invested” column and calculate ROI using the net amount (updated title)
Issue: Amount invested and ROI calculation
In portfolio view, amount invested column, Quicken only
considers the total amount invested and do not adjust for investment sold or
For example, if an investment of $40000 was made to a money
market fund in Jan 2017, and withdrawals (Sold) of $10000 each was made in June
and August, Quicken considers the amount invested still as $40000. ROI is then
calculated based on $40000 which makes the result skewed.
It is suggested to add a “Net amount invested”(Total
investment minus withdrawals) column and calculate ROI based on the net amount
invested which should give a more accurate result.