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Quicken Classic for Windows
Investing (Windows)
Customizable Holding Period Returns
gwwilliams3
Can Quicken calculate simple Holding Period Returns for an Account from a specified Start Date to a specificed End Date? Investment Performance Reports do this, but using Annualized IRR as the performance metric. I can see ROI, which appears to be a Holding Period Return (by security and/or Account) in the Portfolio View, for any specified "As of" or End Date, but I can't specify the Start Date for that as well. So perhaps it isn't possible (or am I missing something)?
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Accepted answers
Sherlock
If you haven't already, you may want to consider using the
Investing Activity
report.
All comments
Sherlock
If you haven't already, you may want to consider using the
Investing Activity
report.
gwwilliams3
Yes, I can calculate it manually from that report: (Beginning Value + Net Change in Value)/Beginning Value. Thanks.
gwwilliams3
Or rather: Net Change in Value/Beginning Value. Sorry about that!
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