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Quicken Classic for Mac
Investing (Mac)
Show Portfolio Value for Multiple Dates at a Time?
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This discussion was created from comments split from:
Portfolio Value Reports
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SVanDee
Is there a way to get Quicken for Mac to show the Portfolio Value for more than one date at a time? Maybe define a date range and interval and get the values for each date in the range?
(Why? I've been asking for an IRR report over a user defined time interval since beta test days without success. (sigh) I just discovered Excel's XIRR function. Thought maybe if I could export portfolio values, VBA (macro) code in Excel could put it together with an exported Transactions report in the form the XIRR function expects. I don't know how much I'd actually use the capability since Quicken doesn't appear to offer any way to automate dumping data to external files (sigh) but I'd like to try.)
jacobs
No, I don't know of any way to create an exportable report to show the value of each security holding or account holding for every day within a date range.
Although neither now exist, my guess is you'd have more chance of success lobbying for an IRR over a user-specified date range than a report like this.
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