ETF information visibility

phil gillingham
phil gillingham Quicken Windows 2017 Member
edited April 2 in Investing (Windows)

I'm converting my mutual fund portfolio over to ETF's and have noticed that information such as YTD return% and daily highs are not available. Will this be addressed in future releases?

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    The "return" number is calculated from the transactions in that register/security. If you use any kind of "transfer" of securities, it will not have any transactions with that security other that the ones that go from there, so you are basically starting over with those "return" numbers.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    But the Return (%) XXX numbers are based on downloaded quote data, which is sometimes not provided.

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