Is there a way to find capitol gains/loss for a mutual fund held for a long time ?
pnntfvr
Quicken Mac Subscription Member
:( How can a program describe itself as financial if it can't do this.
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Best Answer
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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.Quicken Mac Subscription • Quicken user since 19935
Answers
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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.Quicken Mac Subscription • Quicken user since 19935
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