portfolio question

wkwallst
wkwallst Quicken Windows Subscription Member ✭✭
edited May 2024 in Investing (Windows)

Using a .qif file I was able to import an invest account into a new qdatafile.
however in the new investing>portfolio view things such as roi, average annual return,
return % ytd, etc... show n/a
The holdings in question all are holdings over 1 year.
How can correct this?

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You can't. Those figures are downloaded from your brokerage.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    ROI (return on investment) and Average Annual Return are computed off of your data. I would need more info about what transactions and prices are in your file before guessing about a N/A. Return % is based on your downloading quotes for securities with a valid ticker symbol.

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭

    of course it totally depends upon what was in your QIF file -
    Did it have Buy, Sell, Div - info - or just a listing of your current holdings ?

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