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Lack of yield column (15 Legacy Votes)

Quicken Community

It seems that Quicken refuses to add a yield column. Too bad. Omission makes the product much less useful.

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Under Consideration

Status: Under Consideration

Comments

unknown

There are yield columns if you select "Performance" under the pull-down on the investment portfolio view.

unknown

Not on my QM18. I get IRR figures, which are quite different from current yield.

unknown

You can also configure the columns to add ROI by clicking on the headings field of the columns.

unknown

You obviously don't have Quicken for Mac 2018.

unknown

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

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

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:

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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.

Randy Chevrier

After waiting 4 years to move from QMAC 2007 to the new QMAC, I've found I'm missing 4-5 items in the investment module. One of those is the Dividend Yield for individual securities. This is a figure that should be easily obtained if the Day High/Low and Volume are being queried.

Please, add Dividend Yield to the portfolio view.

Chuck70

Dividend and dividend yield were in Quicken 2007. WE NEED THEM THE CURRENT QW PROGRAM! These are among the most important stats we follow and use to buy or sell, especially for long term investors and those planning for retirement. Why are you avoiding doing this? This is a years old complaint.

mbs3

Performance reports both of stock and bond portfolios seem to reflect only price in QM19. In QM07, IRR reporting included dividends in performance calculations. Is there something I'm missing, or has this function not yet been added to the new QM?

rdcherry

I agree. Dividend yield was a convenient tool right in your portfolio view to analyze stocks. Sorting high to low is helpful use of the data. When can we expect Quicken to add this feature? I would have thought it would have been added by now. What is the hold up?

jacobs

rdcherry said:

What is the hold up?

I think it can be attributed simply to having many, many priorities clamoring for attention over the past few years, and probably not-yet-enough clamoring for this one. @rdcherry @mbs3 and others who find this thread: it is not enough just to add your comments here; you must add your VOTE. If you have not yet done so, go to the first post in this thread, find the blue box under it, and click the small gray arrow under the vote counter. (After you've voted for an idea, the arrow turns solid black, so you can tell you've voted. If you click again, it removes vote and goes back to gray.)

For those who want this functionality in Quicken Mac, add your Vote above. The more votes a topic gets, the more likely it is for the developers to put it on their roadmap (or move it up if it's already there).

Tom Hughes

Agreed ! actually I would go for other data points as well, and I would be happy to pay for some of them. A full suite would include last dividend, ex-date, trailing 12 months' earnings and PE ratio, beta, maybe some industry info.

Quicken_Tyka

Hello All,

The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request.

If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you. More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

Thank you,

Quicken Community Support Team

JayDei

Dividend yield in the investment portfolio view is helpful to get the overall picture of an investment. If the stock price is stagnate but the dividend yield is strong, we can decide to keep (or not) the security on the basis of yield instead of growth.

JayDei

jnussb9328

Please add Dividend Yield (%) and Estimated Annual Dividend ($) to the Investing Portfolio View

shozrus

If I can't see yield % for my investments, I will have find a different solution for tracking my investments....please prioritize this for investors....

Mike_jMGS

Dividend and dividend yield was in Quicken 2007, This version is very lacking in the investment details. It would be also very helpful to be able to chart the prices of individual investments.

scott_weidenfell

VERY necessary! You don't even have to calculate as it's already on the quicken site when you do a Security Overview query. Just grab THAT number into quicken.

Also, would be great to have bond interest payments in there so you could ideally have the ability to generate 'next 12 months' portfolio income estimates (Dividend + Bond Interest) based on prior period actuals.

shozrus

I recently moved from Window's to Mac….

I'm hoping you will soon add Dividend Yield to the portfolio view.

Do you have. a timeframe for this?

jacobs

A moderator recently merged three different Idea threads asking for the same functionality into this since thread, so things may be a little disjoined above due to merging threads. But the key is getting to a higher vote total so the development team will actually receive and review this thread.

mrkwmsn

Dividend yield for a portfolio holding needs to be based on cost not market/

tcolyer

The investment column menu in the Quicken for Windows product is more robust and offers not only Dividend Yield, but also Price/Earnings Ratio, Price/Book Ratio, and PEG Ratio. These are very basic tools used to evaluate stocks. Why wouldn’t the Quicken for Mac product want to be as useful as the Windows product?

paulwg

As others have stated, this is basic functionality that is extremely useful when reviewing a portfolio, and would allow more users to migrate to Quicken for Mac.

Elliott W

Yield, where for out thou Yield

I'd start a new thread, but this is close enough and couldn't figure out how to start a new thread. I'm a simple user, 20+ years. Love 8.1.1 and being able to track Investments, especially since all the major brokerages have jumbled home pages.

So for Investment accounts I'm looking at a display in Dashboard that shows Security, Shares, Price Value, Change%, Change$. Very satisfied. I just want to add standard estimated Div Yield (I know I can Click on the Stock or ETF and get a list of all the standard stock information). I just want it included in the Dashboard display for comparison purposes (I'm retired so Yield is important and a primary focus). I right click using every combination and nothing seems to change the original screen.

I understand that Mac Quicken has been a step child, but I see thread similar to this waiting for catching up to Windows from 2018!

System

Quicken for Mac’s Investment Dashboard currently displays Security, Shares, Price, Value, Change%, and Change$, but there is no option to include Estimated Dividend Yield as a column. While yield information can be accessed by clicking on individual securities, having it directly visible in the Dashboard would allow for easier comparison. Adding this feature would enhance investment tracking, particularly for those focused on income-generating investments.

[Overview of User Request - See First Comment]

This discussion was created from comments split from: Quicken Classic Mac 8.1 has been released!.

oc_steven

ROI is not useful to me since I have brokered CDs that I plan to hold to maturity, because it includes changes in the price. All I care about is the yield.

Gilles9

It should be easy as Quicken for Mac already shows Yield in Security details

Adding this info in the Portfolio itself as a column would be very useful, instead of having to look in Security details

Quicken Anja

Hello @Gilles9,

Thank you for reaching out with your request.

Your idea has been merged into this already active Idea thread regarding the same request which is currently marked as Under Consideration.

Thank you!