How to get a graph showing value of individual funds in a Brokerage account

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RandyZ
RandyZ Quicken Mac Subscription Member
edited May 2022 in Investing (Mac)
Hello. How do you get a graph showing value over time for individual investments/funds in a Brokerage account like you were able to in Mac Quicken 2007? I liked seeing the individual investment over time with tags showing buys and sells on the graph? Only graph I see is for the overall Brokerage account vs the funds making up the account.
Thanks in advance
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  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    You can get a graph something like that by clicking Reports > Investing > Portfolio Value and Cost Basis.  Click "Show Graph" if the graph doesn't come up and then specify an interval for whatever date range you use.
  • RandyZ
    RandyZ Quicken Mac Subscription Member
    thanks. I'll give that a try. Much appreciated
  • RandyZ
    RandyZ Quicken Mac Subscription Member
    just looked. Don't have an "Investing" option under reports. Wonder if that is a difference between the mac deluxe version vs the Premier version.
  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Ahh, darn it, I continue to overlook "Mac" vs. "Windows" questions, and did so again.  My "answer" was keyed to the Windows version.  Sorry for my confusion.
  • RandyZ
    RandyZ Quicken Mac Subscription Member
    appreciate your time. Thanks
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