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Add option to see performance of market indexes in Portfolio (6 Legacy Votes)

Quicken Community

In Quicken for Windows I could do this but with Quicken for MAC it is not available although I can see the data history when I look at the Security list

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Investments

Mac

Reviewed

Status: Reviewed

Comments

mshiggins

Thanks for posting this suggestion!

RCinNJ

For myself, only as an option and there are many other features I'd like to see implemented first.

smayer97

For myself, only as an option and there are many other features I'd like to see implemented first.

Priorities are always being managed. Vote counts help direct that, weighed against cost/benefit, effort, available resources, alignment to business plans, etc, etc. And a low vote count does not automatically make it a low priority, nor does a high vote count automatically guarantee immediate attention, though it does help.

unknown

Seems strange that I can have the DJIA ticker and name in Quicken Mac, it will download the daily price...but there is NO way to see the performance.

I tried purchasing shares of the DJIA...but QM wouldn't let me do that. I tried adding a new "dummy" security, but QM wouldn't let me do that either.

I have a Watch List I created in QM by adding valid securities and tickers, ADD SHARES of 0.00001 (so as not to affect my Net Worth) and that works just fine.

I then click on the security name and get re-directed to investing.quicken.com...which is great. I can then see the performance of that security on my Watch List plus all the pertinent info I need.

But there is apparently no way to do this with ANY Index Fund listed in QM...and the Index Fund can't be listed in the Watch List.

Quicken Anja

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

jacobs

I agree with a post above: what is the point of having market indexes in the list of securities -- which Quicken creates by default, and maintains a price history for -- if you can't see the data?

Image: https://us.v-cdn.net/6031128/uploads/editor/az/1ojwdgrr7p24.png

There needs to be a way for users to select any indexes they want to see somewhere in the Portfolio view.

smayer97

This is the investments section... vote counts are typically going to be relatively low compared to more central features. Let's not interpret low count in this section as a lack of interest.

Yield Chaser

There is currently the option to view ROI and IRR for a few time periods, in the Portfolio tab with Performance (by Account, Security, etc).

What would make this more powerful is a visual comparison to an index.

Create an option to add a line for a comparison portfolio containing the S&P500, NASDAQ, or even an ETF (as a stock index may be too aggressive as a baseline).

Details: Start the value of the comparison portfolio as equal to the portfolio on day 1 of the time frame of the graph (1 year, 3 year, etc) and calculate a certain number of units virtually held based on the closing price of the S&P 500 (example, if you have $10,000 and S&P 500 is at 5,000, then you have 2 units of S&P 500). Then, change the daily value of the comparison portfolio by daily closing price of the S&P500 (if the S&P 500 goes to 5,100, then this virtual portfolio of 2 shares is no worth $10,200). When money is added or removed from the account during the timeframe being displayed, buy or sell 'units' of the S&P500. This is basically doing a Money Weighted Return Comparison to your account (what you see on ETF or Mutual Fund reports comparing their performance to some index).

This would be very useful as it gives you an easy visual presentation of how your portfolio did versus just buying an ETF (whether SPY, QQQ, AGG, or perhaps a balanced ETF).

Quicken Anja

Hello @Yield Chaser,

Your idea has been merged into this already active Idea thread regarding the same request.

Thank you!