Investment Report including acquisition date

DavidS
DavidS Member ✭✭
edited November 2023 in Reports (Windows)

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)?

Comments

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭

    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.

    Quicken Windows user since 1993.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 2023
    • 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.

    QWin Premier subscription
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