how to add shares to a watchlist security

alocksley
alocksley Quicken Windows Subscription Member ✭✭
edited April 23 in Investing (Windows)

Created a watchlist but can't figure out how to add hypothetical transactions to it.

Windows version R55.15 Build 27.1.55.15

Answers

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

    If you don't actually own the shares but want to track their performance, create an offline investing account and Add the shares as of the hypothetical purchase date.

    To include dividends and other distributions in the performance, you must record them manually.

    To avoid having the money in this account being included in your Net Worth, click on the gear at the top right of the account and select Edit Account details. On the Display Options tab, select Keep this account separate.

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