Report with Historical Performance

Quercus47

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.

Rocket J Squirrel

I assume you're looking at a portfolio view.

Press CTRL-P to print the current portfolio view.

In the Print dialog, choose Export to .PRN (123-compatible) disk file.

Rename the resulting file to have a .CSV extension.

Open it with Excel.

Sherlock

I suggest you open the Portfolio view you would like to export to Excel, press Ctrl + P, choose Export to:, select Tab delimted (Excel compatible) disk file from the pull-down menu, select Export, etc.

Rocket J Squirrel

I assume you're looking at a portfolio view.

Press CTRL-P to print the current portfolio view.

In the Print dialog, choose Export to .PRN (123-compatible) disk file.

Rename the resulting file to have a .CSV extension.

Open it with Excel.

Sherlock

I suggest you open the Portfolio view you would like to export to Excel, press Ctrl + P, choose Export to:, select Tab delimted (Excel compatible) disk file from the pull-down menu, select Export, etc.

Quercus47

That worked, thanks.

Although I still scratch my head as to why Quicken's selection of available reports is so limited.

Jim_Harman

You could also look at the Investing > Investment Performance report.