Portfolio Value Reports

Nancy10
Nancy10 Quicken Mac Subscription Member
in Reports (Mac)
I would like to be able to create a Portfolio value report on the Mac as I did for many years on the PC

Best Answer

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    Click on Investing in the left sidebar (or Brokerage or Retirement or an individual account, if you want one of those subsets of your total portfolio). Then make sure the drop-down file his set to Portfolio Value. Click the Columns icon to add or remove any columns of data you want in your report. You can also re-arrange the columns by dragging a column heading to the left or right. Click the print icon to print the portfolio as a report. 

    That's the good news; you should be able to create a portfolio value report to suit your needs. The bad news: you can't save this like a report. The Portfolio configuration will remain this way when you come back to it. But if you change it to look at your portfolio in other ways, you'll need to change it back to repeat the report. Hopefully, saving report settings for different investment reports will follow like the existing savable reports, but the developers have not yet added that functionality.
    Quicken Mac Subscription • Quicken user since 1993

Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    Click on Investing in the left sidebar (or Brokerage or Retirement or an individual account, if you want one of those subsets of your total portfolio). Then make sure the drop-down file his set to Portfolio Value. Click the Columns icon to add or remove any columns of data you want in your report. You can also re-arrange the columns by dragging a column heading to the left or right. Click the print icon to print the portfolio as a report. 

    That's the good news; you should be able to create a portfolio value report to suit your needs. The bad news: you can't save this like a report. The Portfolio configuration will remain this way when you come back to it. But if you change it to look at your portfolio in other ways, you'll need to change it back to repeat the report. Hopefully, saving report settings for different investment reports will follow like the existing savable reports, but the developers have not yet added that functionality.
    Quicken Mac Subscription • Quicken user since 1993
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