Investment value over time

Jeff2056
Jeff2056 Member ✭✭✭
edited December 2018 in Investing (Windows)
Quicken 2017 Deluxe user.  How can I get a report of my Investments Market Value over time, rather than just a single date snap?

Comments

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 2018
    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.
    QWin Premier subscription
  • Unknown
    Unknown Member
    edited December 2018
    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)
This discussion has been closed.

Categories