I have Quicken Deluxe, where do I show the Dow, NASDAQ, and my Portfolio on the same line graph?

kiki1

I've been a quicken user since '97 and can definitely remember when Quicken allowed you to compare your investment performance against any of the indices, on a line graph. Where did that go?

Jim_Harman

Try the Growth of $10,000 graph on the Investing > Performance tab

kiki1

Unfortunately, I don't see Growth of $10,000 under the Investing Tab.

kiki1

Disregard. From the Help Menu, I see that this feature does not exist in Quicken Deluxe.

Thank you.

kiki1

Now, I have to upgrade to Premier. [removed-speculation]

Chris_QPW

The Growth for $10,000 graph can be put on the Home tab, even in the Deluxe version.

q_lurker

Does your Deluxe version support "More Charting" from the Security Details View?  If so, that should take you to Yahoo Finance where you can then see comparisons of a security vs indexes.  That feature currently seems to only send one security to Yahoo Finance; others would need to be added from that screen. 

Edit. Sorry I was non-responsive with respect to your portfolio. My mis-read

Ps56k2

Chris_QPW said:

The Growth for $10,000 graph can be put on the Home tab, even in the Deluxe version.

How.... if that item is only avail in Premiere ?

Chris_QPW

ps56k said:

Chris_QPW said:

The Growth for $10,000 graph can be put on the Home tab, even in the Deluxe version.

How.... if that item is only avail in Premiere ?

The Investing tab -> Performance and everything under it, including the Growth for $10,000 graph, isn't available in the Deluxe version, but the Home tab still has that graph under Customize -> Investing -> Growth of $10,000.

One has to remember that in fact Quicken is only one program, the SKUs/editions are the subscription enabling a given feature, and frankly they have been pretty inconsistent on such things at times, and this is just an example of that.

Ps56k2

WOW.... another Quicken tidbit I'll remember for awhile, and then forget....

(until they close the loophole)    Running Quicken DELUXE - R28.xx

Chris_QPW

I doubt they will change this, it has been like that forever.  It is a matter of convenience.  It a few lines of code to make the Performance view not show up.  Whereas to turn off every graph like this they have to find them all and put in the lines of codes not to include and such.

On the other hand I haven't found that graph to be very useful to me.  In fact like a lot of things in Quicken I only use such for ball park estimates.

In this case and for a lot of numbers on the portfolio view Quicken calculates things in a way that I doubt most people expect.

For instance I have three accounts with Lending Club Notes.  Over the last year the return on those has been 4.03%.  The growth of $10,000 graph shows the last plot point as $9,166.63 (-8.33%).  Not exactly what one would expect for some accounts that have more money in them then when they had in them at the start.

Jim_Harman

The Growth of $10,000 calculation is flawed IMO. See this discussion
https://community.quicken.com/discussion/comment/20091670#Comment_20091670

kiki1

Yikes! I knew it! Before upgrading to Premier just 2 days ago to use this 10K Growth Graph, I search all over creation for it; it was on my customized homepage all of the time before vanishing when I got the subscription. I just liked all of the indices in one place. Now, I know.

I'll still keep Premier and pay the $0.07/day extra from Deluxe...even though as you and Jim_Harman point out, there's something fishy about that graph's calculations.

Jim_Harman

Quicken fixed some aspects of the Growth of $10,000 calculation but I recently added an Idea requesting that they make further improvements.
https://community.quicken.com/discussion/7905946/improve-growth-of-10-000-calculation-so-it-does-not-overstate-returns-with-purchases-or-sales#latest