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show short or long term gain icon in purchase history
adsoft2015
Member ✭✭
I'd like to see in icon in the purchase history window which indicates whether the current position is a short or long term hold. (The purchase history window under the Portfolio View).
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Comments
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Are you referring to the table of holdings under the graph if you have the filters set to show Portfolio Value, Group by Security? Since securities might be short-term, long-term, or a mix of both, so would you want a different icon for short, long and mixed? I'm just trying to make sure your idea is clearly explained here.Quicken Mac Subscription • Quicken user since 19930
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When you are in Portfolio view, you have the option to click on a security to see the history of transactions purchases. I'd like to see an icon on these detail items that indicate short or long term purchase (so that I can easily determine what's a short or long term capital gain).0
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Under Portfolio View, you can select either Portfolio Value or Realized Gain from the drop down. When you select either of these options you can then select a down arrow on your securities to see the purchase history detail. Its on the details list of securities that I'd like to see the icon.0
