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Is this report available in the MAC version? It is not in the windows version!

hogman12345

I switched to the premium subscription version (windows) after I saw this report on https://www.quicken.com/personal-finance/investments. This report is not available anywhere. When I called the help line I was told this report only available in the MAC version. It seems like a pretty basis report......

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q_lurker

In a Windows version, you will not find that specific view of your data. The Investments tab Portfolio view (Ctrl-U) will show the tabular information (start from the Value view or customize your own selection). The Report for Investments / Portfolio Value and Cost Basis, Graph option will approximate the graph shown in the ad. Again, customize the graph according to your needs..

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John_in_NC

I don't know if you are asking about the Mac or Win version.

It's not a report, but the Portfolio view of an investment account in QMac.

When in an investment account, you can click on Portfolio at the top to take you to that view. I am sure QWin offers similar.

q_lurker

Jim_Harman

QWin does not have that exact view or report, but you can go to Investing > Portfolio and view or print your portfolio as of any date with selectable columns of what data to show. You can organize it by Security, Account, or other groupings and select what accounts and securities you want to view.

Similarly you can make a graph of hstorical performance using Quicken's reports