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Allow to filter by security holding is zero (fully sold) or more than zero (currently held)
As of now, I have to manually save a report and customize it to include securities where my holding is zero (fully sold) or more than zero (currently held) to find performance for securities.
One thing where not much human or personal interpretation is involved as Quicken can easily allow to include / exclude securities where what is available is zero or more than zero in customized saved investment reports. Instead Quicken allows filtering securities by alphabets that are included in security name which I have not found useful at all till today.
What I HAVE (Currently held) and What I HAD (Fully Sold).
For what I HAVE, I can plan and do something about it i.e. continue to hold, book profit / loss etc. or switch to something else. This is where I can find different kind of reports useful.
For what I DO NOT HOLD, I cannot do anything about it now or in future as it is not available with me now.
However, including ALL these transactions in the overall performance will mostly skew the report one way or the other.
If the transactions which I have fully sold have given me phenomenal performance in the past, it will skew the overall performance on the higher side.
If the transactions which I have fully sold have given me huge losses, it will skew the overall performance on the lower side.
Same is true for Currently held securities also.
So ability to analyze Currently held / Fully sold separately definitely helps.
Quicken 2012 Premier on Windows 10 (Quicken User since Quicken 1998)