Request to add a CAGR investment column - Idea

Bill Lewis
Bill Lewis Member ✭✭
edited April 2022 in Reports (Mac)
Quicken shows the $ and % gain for an investment on the Portfolio page. Furthermore, it show the gain or loss ($ and %) for YTD, Past 12 months, Past 3 months. While those are all very helpful it would be nice to know by security or lot what the Compound Annual Growth Rate is. I would like for it to include dividends. For example if I take all cash flows and the transaction dates for a security including purchases, sales, and dividends and enter them into Microsoft Excel, add today's date and current market value of my holdings in that security and apply the XIRR function which specifies a list of $ values of cash inflows or outflows for a ticker symbol and the dates associated with those flows, Excel calculate the internal rate of return. That is what I would like to see in Quicken. If you go into an account's transaction list you can search for transactions by ticker symbol to get all cash flows for a security except the cash flow if you sold the security today. I'm not sure if I done this properly to get the request to the people who review enhancement request or not, please let me know how I should make the request if this is wrong. Thanks
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  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @Bill Lewis,

    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