Investment Reporting by Sector - Quicken Mac Canada

Lakegal
Lakegal Quicken Mac Subscription Member ✭✭
in All Things Canadian (Mac)
Hi All,

Is there a way that I can organize my investment portfolio by sector? I know it doesn't do this with default features but I was wondering if there is a work around to get this analysis. Thanks for any help with regards this.
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Answers

  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta
    Hi, Likegal:

    There isn't a workaround to show a breakdown by Sector.

    The newer Dashboard view shows promise that this functionality might appear in the future. But, not as of this writing.

    The developers admitted the dashboard is rather rudimentary at this time, but wanted to get the foundation set first, and then they can build upon it.


  • Lakegal
    Lakegal Quicken Mac Subscription Member ✭✭
    John,

    Thanks for letting me know. I guess I'll have to export and track in Excel ... which begs the question if I have to track in Excel, why do I need Quicken. I hope they provide this feature sooner rather than later.

    Have a fabulous day.
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