Investment Performance button

Fred8 Member ✭✭
edited December 2021 in Investments (Windows)
I'd like to see a button added to the Security Detail View window that produces an Investment Performance report for that specific security.
0 votes

New · Last Updated


  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @Fred8,

    Thank you for taking the time to reach out to the Community with your request.

    I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

    Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

    Please, be sure to add your own vote as well.

    -Quicken Anja
  • UKR
    UKR SuperUser ✭✭✭✭✭
    While the programmers are thinking about this Idea, an Investment Performance report is only a few mouse-clicks away.
    • From the Portfolio view under the Investing tab click the Reports button, then click Investment Performance.
    • When it pops up, change the report to "Subtotal by: Security"
    • Customize the report to display only the desired security
    • Change the Date Range to the desired time frame, e.g. "All Dates"