Investment Performance

mvonbradsky
mvonbradsky Quicken Mac Subscription Member ✭✭
edited November 2024 in Investing (Mac)

Quicken for Mac - Is it possible to add a column to portfolio which shows annualized performance percentage for YTD, 1yr, 3 yr, 5 yr, etc.

Comments

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    Unless I'm not understanding your request fully, this functionality already exists. Click on the account, account group heading, or Investing heading in the left sidebar, select the Portfolio tab, and set the first filter to show Performance and the second filter to show by security, account, asset class, etc. Click on the Columns icon in the upper right, and add the ROI and/or IRR performance columns you wish to see.

    Quicken Mac Subscription • Quicken user since 1993
  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @mvonbradsky,

    Please come back and let us know if @jacobs provided the functionality that you were looking for. If not, please include more details as to what you are specifically wanting.

    Thanks!

    -Quicken Jasmine

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