Add U.S. Indexes to Investment Performance Report (1 Legacy Vote)

Bridge Builder
Bridge Builder Member ✭✭
edited February 2020 in Investments (Windows)
The investment performance reporting would be more meaningful if we could compare it to an index like the S&P 500.
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  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited November 2018
    Are you talking about adding this feature to Quicken Mac?
    You (or someone) categorized this to both Mac and Windows Investing categories.

    I'm asking because S&P 500 is available in the Windows version's Investing / Performance / Growth of $10,000 view.
  • Bridge Builder
    Bridge Builder Member ✭✭
    edited November 2018

    Thanks but I'm looking for Windows and specifically talking about the performance reports, not the growth chart.
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    edited February 2020


    Thanks but I'm looking for Windows and specifically talking about the performance reports, not the growth chart.

    And, UKR said that it's available in QWin.

    What QWin product are you running?  What country?  What Build/Release? (do HELP, About Quicken for this last piece of info).
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Bridge Builder
    Bridge Builder Member ✭✭
    edited February 2020


    Thanks but I'm looking for Windows and specifically talking about the performance reports, not the growth chart.

    If it's in QWin I don't see it.  I'm using 2017 Premier Version R17.4, Build: 26.1.17.4
  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited February 2020


    Thanks but I'm looking for Windows and specifically talking about the performance reports, not the growth chart.

    Recategorized this post to "Investing (Windows)".

    In my Q 2019 I have this view:



    You should have this view, too. It's been available in Quicken Deluxe and higher for many years.

    If you are looking for something else, please provide more details and perhaps an example.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited November 2018
    It appears the OP is talking about the investing performance report, not the view.



    That won't show the indices because the IRR calculation requires you to hold some.



    Also note Quicken's index data does not include dividends do the comparison may be invalid.
    QWin Premier subscription
  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    This idea seems to have fallen stagnant and due to the age of the request and lack of user votes/comments, will be archived within the next 7 business days.

    If you would like to see this idea kept alive and considered for possible future implementation in Quicken, be sure to 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

    -Quicken Anja
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited March 22
    I would prefer to have any effort in this area go to making further improvements to the Growth of $10,000 chart as discussed here

    https://community.quicken.com/discussion/comment/20091670#Comment_20091670

    The Growth of $10,000 chart already provides a way to compare the performance of selected securities and accounts to indexes, but IMO the underlying calculation is flawed.
    QWin Premier subscription
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