Report on Realized Gains

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adsoft2015
adsoft2015 Mac Beta Beta
edited May 2022 in Reports (Mac)
Is it possible to run a Report to see my realized gains by individual securities?
Quicken user since 1992... Version 1!

Answers

  • Mark1104
    Mark1104 Member ✭✭✭✭
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    there is a capital gains report....and then change the subtotal key to 'security'
  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    You can click on an account or account group in the left sidebar, click on the Portfolio tab, and set the filters to Realized Gain and Group by Security. This will show your gains, and you can print it as a report. But you can't specify a time period; it shows only values for the year of the as-of date in the upper right.
    Quicken Mac Subscription • Quicken user since 1993
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