Custom fields - investing

gmarc
gmarc Member
edited January 18 in Investing (Windows)
Any idea on have custom fields that can be used in view, reports?
Any possibility that we can subscribe to external data for adding fields (if not provided)
It would be a nice feature to add to the product, especially considering Quicken as a book of records, or portfolio management tool.

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    What additional fields did you have in mind?

    There is no provision to add external data to Quicken reports. The best you can do is export the report or Portfolio View to Excel and use the ticker symbol to look up external data.

    Also in Premier and up, you can access a limited version of the Mormingstar Portfolio X-Ray, which will do some useful analysis of your portfolio.

    And if you have a paid Morningstar subscription, it is not very difficult to export your portfolio to Morningstar and analyze it using their portfolio tools.
    QWin Premier subscription
  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    gmarc 
    … especially considering Quicken as a book of records, or portfolio management tool.
    I can accept that Quicken is a “book of records”. I do not see it as a “portfolio management tool”, at least not beyond that record keeping role. My $0.02. 
This discussion has been closed.