Why is average annual return on investment negative?

Marcus Libkind
Marcus Libkind Quicken Windows Subscription Member ✭✭
edited January 2019 in Investing (Windows)

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  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭
    edited January 2019
    QMac or QWin?

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • Marcus Libkind
    Marcus Libkind Quicken Windows Subscription Member ✭✭
    edited January 2019
  • Marcus Libkind
    Marcus Libkind Quicken Windows Subscription Member ✭✭

    I think that I know the reason for this problem, but don't know how to fix it.

    I suspect that the problem is that I used a "transfer" transaction to move the stock from one brokerage account to another. IRR is being calculated based on the date of the transfer.

    Is there a fix for this so that it uses the original date of the stock purchase?

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    The transfer of shares between investment accounts is implemented using a Removed and one or more Added action transactions.  The Added transactions are used to provide the cost basis and the date the lot was acquired.  If you haven’t already, you may want to review: https://www.quicken.com/support/about-key-investment-performance-calculations-used-quicken
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    If you include both the old and new accounts in the analysis, Quicken should show the overall performance. 
    QWin Premier subscription
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