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Investment Report including acquisition date

DavidS

Does anyone know of an available report in Quicken Deluxe that will provide a complete listing of all investments by lot that includes the purchase date (Basis date)?

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bmciance

Have you tried the Portfolio Value report? I have Premier but I believe that is available in Deluxe. There is a button on the report to show the individual lots including the purchase date of each.

Jim_Harman

Go to an Investing > Portfolio view
Click on Customize to select the accounts, securities, and columns you are interested in.
Next to Group by: select Account
At the bottom of the view click on Expand All.

To print, hit Ctrl-P or go to File > Print portfolio.

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