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Provide Income Yield column in Portfolio

Quicken provides an Income and Income % column but it would be good to have an "annual" Income Yield column. Quicken provides a dividend yield column but that doesn't include all income such as capital gains distributions or bond interest.
Quicken Deluxe Subscription; Windows 10 Pro 64-bit
1
Comments
You might want to try the Investment Income report.
The Investment Performance report gives Avg. Annual Return but that includes share value as well as distributions.
Maybe the request should be for a Total Distribution Avg. Annual Yield
I assume this Avg. Annual Yield would also be expressed as a percentage. How do you think it should be calculated if it does not include changes in the share price and presumably not purchases or sales?
You *might* be able to remove the impact of share price changes by temporarily setting the ending share price the same as the beginning price, and then using the Investment Performance report.
How is that accomplished in Quicken without having to change share price of each investment?
I don't think an actively managed mutual fund that throws off a lot of capital gains distributions is better than an index fund, which typically does very little trading and thus retains its capital gains. With the index fund, you only pay capital gains when you sell.
Also if you bought or sold shares during the year, distributions / market value would give a distorted view of your "income rate"
That said, you can get the total distributions by account or by security from the investment income report. You can divide that by the market value from the Account Balances report to get the number you are looking for.
Another approach using the Portfolio views is for each of your securities, go to the Security Detail view > Edit details > other info and enter your estimate of the annual distributions per share, including CG distributions if you want. This sounds tedious but it is not bad if you don't have too many securities. This will populate the Estimated income and Yield on Investment (estimated) columns.
Note that the Yield on Investment is Estimated Income / Amount Invested. You should study Quicken's definition of Amount Invested and the related discussions on this forum to see if this is what you want.
For me in retirement, capital gains distributions, dividends and interest are all income. All are considered to be income for tax purposes as well.
https://community.quicken.com/discussion/7878263/why-doesnt-q-calculate-estimated-income
I am looking for a total distribution yield.