Report - Income by Security - Provide option to remove sold Securities

MesaRider
MesaRider Quicken Windows Subscription Member ✭✭
edited May 2024 in Reports

If I want to see how securities have performed over multiple years the report shows all securities ever owned in the account. I would like to be able to see how the current securities have performed since they were purchased. Maybe an option to remove any securities with a Mkt Value of 0 or less than a dollar amount to eliminate minor investments. It would also be great if the "Income as %" column could be modified by us to show a % increase over cost basis.

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Comments

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

    I've asked the Mods to move this to Product Ideas, rather than current "Community Improvement".

    And, I voted for it.

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

  • Quicken Anja
    Quicken Anja Moderator mod
    https://community.quicken.com/discussion/comment/20434164#Comment_20434164

    This Idea has been moved to the proper Windows category.

    Thank you!

    -Quicken Anja
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