Investment Performance by Security-Mac

MEL76 Member
edited February 14 in Investments (Mac)
My older version of Quicken had a great report that saved me a ton of time-investment performance by security and by account. It calculated a simple total and annual average rate of return for a security symbol in an account, and over a time period. This feature was eliminated with some mac version update. The next big need in Quicken is getting some real investment analysis enhancements, and starting with the ones eliminated in the past might be a good start.
2 votes

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    You have posted this idea in the Windows section, sounds like it should be a Mac idea. This report is already available in QWin.
    QWin Premier subscription
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @MEL76,

    Thank you for taking the time to visit the Community and post your Idea request.

    Ideas are reviewed by our Development and Product teams to see what features people would like to have available in the future. This way other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

    Please, be sure to add your own vote as well.

    -Quicken Anja
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    The modern Quicken Mac hasn't had any investment reports removed since the program came out in 2014. If you're referring to feature differences with the legacy Quicken Mac 2007, it's just that those features haven't been built yet for the current Quicken Mac.

    But let's dig down a little into what you're looking for, as there may be more you can do with the program than is apparent. 

    On the left side, you can select and account, a sub-group (e.g. Brokerage for Retirement), or the main group of Investing. Then, in the Portfolio view, you can set filters to show Value, Gain or Performance. If you set to Performance, and Group by Security, you can have it display a number of performance metrics, for ROI and IRR, like this shown here: 

    And you can print this as a report or export it for further work in a spreadsheet.

    I just wanted to make sure you were aware of these features, since the settings may not be apparent. This doesn't fill the need for every type of analysis of investments, so if you're aware of all this and looking for other types of analysis, please post more details about the features you're looking for.
    Quicken Mac Subscription • Quicken user since 1993
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