Can I create a bar graph showing relative portfolio values over time?

RobertoK
RobertoK Quicken Windows Subscription Member ✭✭
edited May 2022 in Reports (Windows)
A number of years ago I created a report that showed a bar graph with the total portfolio value for each year in a specified date range. I saved the report and re-used it for years. Today when I brought that report up, the bars were gone. It only showed a circle with the current value of the portfolio as of today. I can't figure out how to recreate the report I had saved. I've used Quicken for more then 10 years and thought I was pretty good at creating reports. Was the system changed to discontinue supporting the type of report I want?

Best Answer

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    Select Reports > Investing > Portfolio Value & Cost Basis and select an Interval other than None.

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    Select Reports > Investing > Portfolio Value & Cost Basis and select an Interval other than None.
  • RobertoK
    RobertoK Quicken Windows Subscription Member ✭✭
    Thanks for your help. This must be a new(ish) report format. It was easy to set up what I wanted using this report format.
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