Portfolio View Average Annual Returns(1yr,3yr,5yr) BY TYPE

Bob_L
Bob_L Quicken Windows Subscription SuperUser ✭✭✭✭✭
in Investments

Portfolio views grouped "by type" show average annual returns for the various securities identified as a particlar type; however, the total average annual return is not provided for each type. Incluidng this would be helplful, especially for users who use theType attribute for other analysis purposes, e.g. short term bonds, intermeiate term bonds, etc.

Quicken Business & Personal Subscription, Windows 11 Pro

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

    Indeed, the group value is only presented when grouped by Account. For consistency, I think the group total should be included for all of the "Group By" selections. Just as @Bob_L points out the need as related to Security Type, others can get value from the totals for by Asset Class, Investing goal, and possibly Industry.

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