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Quicken Classic for Windows
Reports (Windows)
How to Run a Report showing overall return of Portfolio
jjrichards
I am running Win 10 and using Quicken 2017. How do I run a report which shows me the annual return of my stock / bond portfolio ?
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Jim_Harman
You can also set up a Portfolio view with the Av Annual Retun (%) columns which should show the same numbers as the Investment Performance report. You can group this by account or security.
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Sherlock
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Reports > Investing > Investment Performance
Jim_Harman
You can also set up a Portfolio view with the Av Annual Retun (%) columns which should show the same numbers as the Investment Performance report. You can group this by account or security.
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