Report with Historical Performance

Quicken has a nice little screen under the Investing category to show portfolio historical performance, including Avg. Annual Return (%) for 1, 3 and 5 years, and many other useful criteria.

However, I cannot find any way to get this information out of Quicken (and, specific for me, into Excel). All the reports I see have a very limited set of of parameters, and I can't find any report that has this same annual return data. I can't copy the data out or save as another format.

How can I turn the data Quicken has on annual returns into an exportable format? Seems a crime to have such useful information inaccessible.

Best Answers


  • Quercus47
    Quercus47 Member ✭✭
    That worked, thanks.

    Although I still scratch my head as to why Quicken's selection of available reports is so limited.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    You could also look at the Investing > Investment Performance report.
    QWin Premier subscription
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