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Lack of yield column (15 Legacy Votes)
Quicken Community
Employee mod
It seems that Quicken refuses to add a yield column. Too bad. Omission makes the product much less useful.
2
Comments
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There are yield columns if you select "Performance" under the pull-down on the investment portfolio view.0
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Not on my QM18. I get IRR figures, which are quite different from current yield.0
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You can also configure the columns to add ROI by clicking on the headings field of the columns.0
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You obviously don't have Quicken for Mac 2018.0
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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.0
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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.0
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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.0