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Quicken Classic for Mac
Investing (Mac)
Time Span in Investing Dashboard
Bill Halberstadt
The dashboard in "Investing" contains much useful information. However, the time span for all gain/loss and "Change" numbers is just one day. Is there a way to display for other intervals? E.G. Last month, last 3 months, YTD, etc.
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Accepted answers
John_in_NC
You're correct that the Dashboard and Portfolio are independent.
That Dashboard is relatively new, and from how it was described initially, this is the 1.0 version with improvements to be added in time.
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John_in_NC
Click on the "Portfolio" button at the top of the investment register. That will allow you to change metrics, timeframes, analyze performance, etc.
Bill Halberstadt
Thanks for pointing out the settings available on the "Portfolio" tab. However, changing settings there doesn't affect the Dashboard display, and it remains at "one day change". Much of what I'm looking for is available under "Portfolio", but the Dashboard display could be much more useful if the time interval was adjustable.
John_in_NC
You're correct that the Dashboard and Portfolio are independent.
That Dashboard is relatively new, and from how it was described initially, this is the 1.0 version with improvements to be added in time.
Bill Halberstadt
I have posted the original comment as a "New Idea" in Product Ideas.
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