Where are investment performance reports?

circustown

QM has regular updates, and keeps touting the improvement in reports, but I still cannot find simple investment performance reports... Where are they located? What are they called? I had decades using Quicken on a PC for investment tracking, but remain frustrated with Quicken for Mac...

John_in_NC

There are no investment reports at this time.

Outside of seeing G/L, you can go into the Portfolio view and choose Performance from the popup. You will see IRR calculations there. You can change the columns to see different calculations.

jacobs

@circustown One very quick correction, which may or may not prove helpful…

I can only select one account or all, not selected accounts. 

Actually, you can select multiple accounts of your choosing. In the Portfolio view, the third filter lets you choose which accounts to include. It's a drop-down menu, so it seems you can only chose "All" or a single specific account. But if you select an account, it puts a checkmarks next to it. If you pull down the menu again, you can select another account, and it, too will get a checkmark -- and the filter will show "2 Accounts". So you can select 2 or as many accounts are you want. It may be more tedious than you find worthwhile, especially if you want to alternate between an All Investment Accounts view and a view of selected accounts, but I wanted to mention you can filter for selected accounts, even though the user interface doesn't make that apparent. 

John_in_NC

There are no investment reports at this time.

Outside of seeing G/L, you can go into the Portfolio view and choose Performance from the popup. You will see IRR calculations there. You can change the columns to see different calculations.

circustown

Thank you John. I was afraid that would be the answer. After decades of flexible reporting in the Windows version, I have a sinking feeling toward the Mac version...

jacobs

@circustown I'll disagree with John on this: there are investment reports -- they're just not on the Reports menu.

You can select an investment account, or all your investment accounts in the left sidebar, set how you want to view your investments (value, gain or performance; grouped by account, security, type or asset class) with the filters on the Portfolio view, select which columns you want to view (including ROI and IRR for performance), and then click the Print icon on the right side or the Portfolio menu bar. This allows you to generate a significant number of investment reports. I'm sure there might be some combination of parameters which can't be built this way, but I think these reports meet many investors needs.

circustown

@jacobs Thank you for your suggestion. I agree that it is possible to manipulate the portfolio display to glean useful information. It is cumbersome, manual, and limiting, in lieu of selecting an actual report and customizing, but possible.

I can only select one account or all, not selected accounts. I cannot use a custom date range, only YTD, 1yr,... or select column displays. Basically it is a limited, manual, pseudo-report compared to the Windows version of Quicken with which I am familiar. But it is much better than no report. Thank you @jacobs for the help.

I am contemplating using Fusion and a Windows VM to return to QW, or just giving up on Quicken altogether.

jacobs

@circustown One very quick correction, which may or may not prove helpful…

I can only select one account or all, not selected accounts. 

Actually, you can select multiple accounts of your choosing. In the Portfolio view, the third filter lets you choose which accounts to include. It's a drop-down menu, so it seems you can only chose "All" or a single specific account. But if you select an account, it puts a checkmarks next to it. If you pull down the menu again, you can select another account, and it, too will get a checkmark -- and the filter will show "2 Accounts". So you can select 2 or as many accounts are you want. It may be more tedious than you find worthwhile, especially if you want to alternate between an All Investment Accounts view and a view of selected accounts, but I wanted to mention you can filter for selected accounts, even though the user interface doesn't make that apparent. 

circustown

Thank you again @jacobs. I missed that part, and will use it if I continue with QM. Help such as yours, offering solutions and work-arounds, is what makes continuing a possibility. Thank you for your expertise!