security detail view - display share price
rich
Member ✭✭
I'm using quicken 2017 premier (ver R15.13 build 26.1.15.13) for windows (win10 ver 1709) .
when i view the "security detail view" for any specific security, i see the below columns in the Transaction History area:
Date, Account, Action, Shares, Amount.
Amount is the total dollar value of the action. It would be more helpful to also see the share price.
when i view the "security detail view" for any specific security, i see the below columns in the Transaction History area:
Date, Account, Action, Shares, Amount.
Amount is the total dollar value of the action. It would be more helpful to also see the share price.
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Comments
Also you can double-click on a transaction in the transaction history to edit it.
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A 'catch' might be to identify if the shown price should be gross (transaction value) or net (recomputed after commissions accounted for). I would think it should be gross, as recorded in the transaction. They can skip reporting commissions in that view, IMO.
Transaction price would be shown for any applicable share transactions - Buy, Sell, Add, Remove (tricky again on those two), reinvests, short sales, cover shorts, (any others?). Can't comment on ESPPs, and similar.
my original idea\request remains:
when i view the "security detail view" for any specific security, i see the below columns in the Transaction History area:
Date, Account, Action, Shares, Amount.
It would be more helpful to ALSO see the share price.
as q.lurker above said: "The Idea is to make that information more readily apparent.".
my original idea\request remains:
when i view the "security detail view" for any specific security, i see the below columns in the Transaction History area:
Date, Account, Action, Shares, Amount.
It would be more helpful to ALSO see the share price.
as q.lurker above said: "The Idea is to make that information more readily apparent.".
You can also expand the Portfolio view by clicking the little "[+]" button next to the security name, to see transaction detail. This will show how much you paid for each individual purchase.
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Average cost of share is not what I am looking for as I own shares that I purchase years ago that skews my cost to a low number. I am more interested in what is the recent recent price on odd lots of shares that I either bought or sold to help me determine if I should buy more shares on a pull back based upon my recent odd lot price per share. This strategy has worked well for me over my lifetime allowing me to sell high and buy lower.
Say you bought 10 shares at $10/share and paid a $5 commission for a $105 total cost. Is the price to display $10.00 or $10.50? In most real world cases, I don't think there would be significance to the difference, but the programmers would have to decide and the users would have to understand. (Personally, I'd prefer to not see the commission reported in that succinct summary.)