Investment Annual Return by LOT- IDEA

Given the multiple discussions on quickens ROI, could I suggest you calculate ROI by lot? Today, when you run the "Investment Performance" report or run expand the "Historic Performance" screen under investments to the lot level, the return is blank.

The calculation should be pretty easy, I've done it but it takes a lot of massaging to convert some of the text items.

I think this would be helpful to investors to help them understand the Annual Return for each investment.
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  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    This could be helpful for another reason. When you sell shares, Amount Invested does not decrease unless you sell all shares. This skews ROI and other Return statistics.
    If selling a single or partial lot, the user could see true Returns for the other remaining lots.
    This feature would add complexity, as each lot would need to have its own Amount Invested tracked.

    Quicken user since version 2 for DOS, now using QWin Premier Subscription (US) on Win10 Pro.