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How long before Quicken for the Mac has the capability to produce IRR and ROI? Thanks

Ralph Segreto

An old version of Quicken for the Mac used to be able to calculate rates of return for portfolios and securities, yet 15+ years later the new version can't. Is this being corrected? Thank you.

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Accepted answers

J_Mike

With an investment account displayed, select Performance view - (first customize tab at top of register).
Right click in the column headers and select Configure Columns.

Both ROI and IRR are available for YTD, 1, 3 and 5 YR.

Is this what you are looking for?

All comments

J_Mike

sdmcentee

J_Mike, are you talk about QMac2019? I'm not seeing a Performance view tab.

Ralph Segreto

That helps a bit but often I like to know returns for custom periods, and not just the 1, 3 and 5 year terms. Can Quicken for Mac produce a return report for March 1, 2018 to Feb 28, 2019 for a specific security or account? Thanks.

J_Mike

@sdmcentee

Using QMac2019 - see screen shot - top-left of register

Image: https://us.v-cdn.net/6031128/uploads/editor/w4/sqrap9tocump.png

@Ralph Segreto

I do not know of any provision to specify a custom date range at this time.