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Lack of yield column (15 Legacy Votes)

Quicken Community
Quicken Community Employee mod
edited June 2020 in Investments (Mac)
It seems that Quicken refuses to add a yield column.  Too bad.  Omission makes the product much less useful.
2
2 votes

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Comments

  • Unknown
    Unknown Member
    edited June 2018
    There are yield columns if you select "Performance" under the pull-down on the investment portfolio view.
  • Unknown
    Unknown Member
    edited June 2018
    Not on my QM18.  I get IRR figures, which are quite different from current yield.
  • Unknown
    Unknown Member
    edited June 2018
    You can also configure the columns to add ROI by clicking on the headings field of the columns. 
  • Unknown
    Unknown Member
    edited June 2018
    You obviously don't have Quicken for Mac 2018.
  • Unknown
    Unknown Member
    edited June 2018
    It is Quicken for Mac 5.6.3, and yes those columns do appear.  What I find most helpful is what was readily available in the prior versions of Quicken (before the change of ownership), namely the current dividend yield.  I you have a stock that is down 3% from its purchase price, it is very useful to know whether its dividend yield is more or less than that and by how much.  ROI as I understand it is a very different thing, and is an amalgam of change in stock price plus dividends received.
  • cneal
    cneal Member ✭✭
    edited November 2018
    ROI is a percentage of yield to purchase price. There needs to be a yield percentage to current cost and a yeld received, a total dollars of all dividends received. This information should be in the database. 
  • Unknown
    Unknown Member
    edited November 2018
    I agree, This would be useful to have. Dividend yield, annual dividend and dividend date are not available in portfolio view for Quicken for Mac. Stock indexes are likewise not available in this view yet. They are available in Quicken for Windows. Example:


    I am presently using both Windows and Mac versions, but I feel that the Mac version is getting close to being my go to version now after the past few years of reprogramming for Mac. I have added a vote for the Dividend Yield addition.
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