How can I produce a report of unrealized gain/loss by security for 1 month?

Jim35
Jim35 Member
edited November 2018 in Investing (Windows)
Reporting unrealized gains by security for all securities for a period (e.g., 1 month) shorter than the holding period of the securities.

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  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2018
    Reports > Investing > Investing Income  (Including unrealized gain) for the selected period.

    Click through the "UnrlzdGain" figure then subtotal by security. 

    It's not a neat report that has a single line for each security, but it does give you the information you asked for.  You could then export the report to Excel and delete all the detail, keeping only the totals.

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