Display downloaded Return (%) YTD, even if security recently purchased.
11dp20
Member ✭✭
This Idea is out of the this discussion her:
https://community.quicken.com/discussion/7899175/return-ytd-is-not-consistent-across-accounts
Quicken will currently (R35.31) not display "Return (%) YTD" if the security was purchased in the current year. This is a downloaded value (not calculated), and there is no technical reason it can not be displayed.
It is confusing for it to appear for a security in some accounts, and not have it appear for the same security in other accounts. I think it would be good to always display it as it is useful information to see.
https://community.quicken.com/discussion/7899175/return-ytd-is-not-consistent-across-accounts
Quicken will currently (R35.31) not display "Return (%) YTD" if the security was purchased in the current year. This is a downloaded value (not calculated), and there is no technical reason it can not be displayed.
It is confusing for it to appear for a security in some accounts, and not have it appear for the same security in other accounts. I think it would be good to always display it as it is useful information to see.
8
Comments
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While they are at it they should get the quote provider to supply the Return (%) data for ETFs. Currently it is blank.QWin Premier subscription0
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Wonder too; Return YTD (%) development is very important for me to see in my portfolio.
Return YTD ($) is shown also the Cost Base of securities bought in the year.
So, why is the % of YTD not!!!!
Is there a fix expected, and when?0
