Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Mac
Investing (Mac)
Is there a way to find capitol gains/loss for a mutual fund held for a long time ?
pnntfvr
:( How can a program describe itself as financial if it can't do this.
Find more posts tagged with
Accepted answers
jacobs
Yes, you can see this in the Portfolio view. Select Investing in the left sidebar to include all your investment accounts, or the sub-group or individual account you want to limit your reporting to. Set the period above the graph to Max if you want to see the gain over all time. If you're looking for total gain, set your filters to Portfolio Value and Group by Security. If you're looking for realized gain, leftest the first filter to Realized Gain. All these portfolio views can be printed or exported.
All comments
jacobs
Yes, you can see this in the Portfolio view. Select Investing in the left sidebar to include all your investment accounts, or the sub-group or individual account you want to limit your reporting to. Set the period above the graph to Max if you want to see the gain over all time. If you're looking for total gain, set your filters to Portfolio Value and Group by Security. If you're looking for realized gain, leftest the first filter to Realized Gain. All these portfolio views can be printed or exported.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
