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Quicken Classic for Mac
Investing (Mac)
How to get a graph showing value of individual funds in a Brokerage account
RandyZ
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
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
thanks. I'll give that a try. Much appreciated
RandyZ
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
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
appreciate your time. Thanks
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