Investment Quick Selection of Stocks based upon Date or Date Range to Check Performance/Strategy

BRETTB

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. .

Jim_Harman

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.

BRETTB

It's for analysis purpose. Needs to be easy and quick. For Instance may be using a new strategy where I want to see a group or selected stocks purchased within a certain date and see how well those stocks/investments are did? % gain/loss. I like to have the ability to filter in my case on a date range (like last week purchases) and would like to compare against an index(es).

BRETTB

Think we also need to be able to select a group of stocks/options sold on a date or date range regardless of purchase date.

Why»> So I can review and analysis the performance of the trades. I have an investment advisor where he sold a group of stocks and like to just review throws stocks/options performance. Looking at gain/loss %/dollar, percentage of portfolio, short/long term, exit points on a chart, tax consequences.

Jim_Harman

Did the advisor pick the holdings to sell? If so, I would think that they were "responsible" for all the holdings in the account and thus you could make a Portfolio view for the account with the start date set to when the advisor took over. If you adopted a new strategy and made the buy/sell decisions, you could set the start date to when you adopted the strategy.

In either case, you could go to the Investing > Performance page, select the dates, accounts, and securities to include, and use the Growth of $10,000 graph to compare the performance to selected indices.

Note that you can select a mutual fund or ETF to use as an index if you want. Please post back if you are interested.

Also note that there are some issues with Quicken's calculations in the Growth of $10,000; please post back on that also if you are interested.