Investment Quick Selection of Stocks based upon Date or Date Range to Check Performance/Strategy
My idea is to add add'l filters to select stocks/investments based upon date or date range either sold or purchase or all. Currently you have to select individual stocks which if you have many can be cumbersome. This idea would be able to just let you add'l options to quickly look at a report. .
Comments
-
You want to see a report that includes for example just the securities that you purchased last year and not ones that you held at the beginning of the year? What if you held them at the beginning and then purchased more? What if you no longer hold them at the end of the period? Should it include reinvested dividends?
And Quicken does not generally track the performance of securities after you have sold them.
This idea might get more traction if you explain how you would use this information.
QWin Premier subscription1
