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Investment value over time

Jeff2056

Quicken 2017 Deluxe user. How can I get a report of my Investments Market Value over time, rather than just a single date snap?

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Jim_Harman

Investing > Performance page, the top bar chart, or Reports > Net Worth & Balances Account Balances report, customize to include just the investment accounts and the time interval you want.

unknown

Reports -> Investing -> Portfolio Value and Cost Basis

You can also use the Net worth graph is you don't want the cost basis shown.

Reports -> Net Worth & Balances -> Net Worth
Customize to include only your investment accounts, and to select the interval that you would like.

You might also like to look at "Portfolio Value Graph" and "Portfolio Value vs. Cost Basis" by selecting Customize on the Home tab (under Investing)