Investment reporting filter by security

bfs
bfs Quicken Mac Subscription Member ✭✭
in Investments

I want to be able to look at funds that are being reinvested and the funds that are not being reinvested. I would also like a balance on cash and money market funds. Not the case held by a fund for the fund to use which is what is shown in the Asset Allocation in the Dashboard. It is my understanding that this is available in the Windows version.

Tagged:
7
Up
7 votes

Reviewed · Last Updated

Comments

  • BRETTB
    BRETTB Member ✭✭✭✭

    I like to be able to filter by purchase date too. So get analysis of performance of stocks/options that were purchase during range of dates.

    Right now I would have to individually select stocks and just a lot harder vs adding a purchase date filter.

  • Liblikas
    Liblikas Quicken Mac Subscription Member

    I would like to differentiate stock and options transactions, and track all the unique variables in options trading (premium cost & income, expiration, option trade type — call/put/spreads, etc). Also report on investments by date, option trade type, profit/loss, etc.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello All,

    This Idea seems to have stalled, and we would like to gauge the current interest in this request. Please vote if you have not done so already!

    Thank you!

    Quicken Alyssa

    Make sure to sign up for the email digest to see a round up of your top posts.

  • BRETTB
    BRETTB Member ✭✭✭✭

    It looks like my request was put into this one and not sure if they are the same. There does need to be some additional features added to the Investing section.

    Still like to see my date filter idea and some more features on options.

    Like if one is doing a covered call then like to have option of putting the covered call next to the stock. There is an option to link an option to the underlying stock but on reporting you can't get them listed next to each other.

    I tried with the symbol (changing), in trying to get quicken to work, some how my security list got screwed up and I had to go through a massive fix because the securities were being downloaded and "unidentified security". My original quick transactions going back over 30 yrs.

    On the holding security section of investment register, like to be able to break out options vs stocks vs mutual funds vs cash with a total for each section. This should be like an option.

Categories