Add Cost Basis to Market Value Chart in Investing Portfolio view

| Choco |
| Choco | Member ✭✭
edited March 2022 in Investments (Mac)
This would improve visualizing investments over the long term. In the [Investing] section; [Portfolio] view: Currently, the chart shows Market Value - only the Market Value. Suggest adding the Cost Basis in the forefront, using a different color line (maybe red). The difference would show growth (or loss) over the chosen time span. The user could see growth (or loss) immediately. It would be helpful on accounts with periodic deposits like 401(k)s. The user could deduce if Market Value changed because of recent deposits or market conditions.
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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    edited March 2022
    [Removed - Windows]
    Signature:
    This is my website: http://www.quicknperlwiz.com/
  • | Choco |
    | Choco | Member ✭✭
    Yes. The dashboard has three different views. The portfolio view shows the chart.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    I'm sorry, I didn't realize I was posting on a Mac thread!
    The Windows version does this differently.
    Signature:
    This is my website: http://www.quicknperlwiz.com/
  • | Choco |
    | Choco | Member ✭✭
    "Investing tab" and "Performance Mode" is not existent in Mac version.
  • | Choco |
    | Choco | Member ✭✭
    I can't answer that. I chose Mac.
  • | Choco |
    | Choco | Member ✭✭
    And the posting is under "Investments (Mac)"
  • | Choco |
    | Choco | Member ✭✭
    edited March 2022
    [Removed - Sarcasm/Disruptive] It was posted here: HOME› QUICKEN FOR MAC› PRODUCT IDEAS - QUICKEN FOR MAC› INVESTMENTS (MAC).
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Blogging? This site has nothing to do with blogging. You created a feature Idea post, that's all. 

    Personally, I don't think this should be as high a priority as dozens of other needed investment features, since the cost basis can easily be shown in the table under the graph — but I understand the appeal of adding a second line to the chart to show cost basis.
    Quicken Mac Subscription • Quicken user since 1993
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @| Choco |,
    | Choco | said:
    [Removed - Sarcasm/Disruptive] It was posted here: HOME› QUICKEN FOR MAC› PRODUCT IDEAS - QUICKEN FOR MAC› INVESTMENTS (MAC).
    For clarification on Sherlock's comment asking why it appeared under Quicken Windows; this post was originally posted under Quicken for Windows. After reviewing your profile and account with us, I took the liberty of moving this post to the appropriate Mac category.

    Thank you!
    -Quicken Anja
  • | Choco |
    | Choco | Member ✭✭
    @ Quicken Anja -- Thank you for moving the string. I should have been told it was moved. Please delete this new product submittal if you can. I thought I was doing Quicken a favor by submitting a valid idea to Quicken, not the general public. I'm not interested in getting notices or chasing popularity contests to improve YOUR product. Only thing this experience verified is the chasm that remains between Windows and Mac. I started using Quicken for Windows in 1992 and continued on various platforms. The vast difference started from the beginning when Mac was released. It continues to this day. Again, please delete this string if possible. I'm not going to monitor it going forward. Thanks in advance.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    | Choco | said:
    I thought I was doing Quicken a favor by submitting a valid idea to Quicken, not the general public. I'm not interested in getting notices or chasing popularity contests to improve YOUR product.
    @| Choco |  Just FYI… Your idea is valid. Quicken does listen to the ideas posted on this site. The purpose of voting is to help them see which ideas have traction with a larger number of users. They don't strictly follow the vote totals — new features are implemented which may have few votes because the developers thought they were worth adding, and some which have many votes are still not implemented because time hasn't yet been allocated for them — but they do use this forum as one of the factors in prioritizing features for development.

    There are more than 500 feature ides for Quicken Mac posted on this site, so they can't get to them all. But if you compare Quicken Mac today to Quicken Mac when the modern version debuted nearly 8 years ago, a huge number of improvements have been made and feature have been added. 
    while Quicken Mac is still chasing many features in Quicken Windows, the gap does narrow with each passing year. 
    Quicken Mac Subscription • Quicken user since 1993