Any investment reports by security over a period of time; week, month, etc. with a daily interval?

jtgostars
jtgostars Quicken Windows Subscription Member ✭✭✭
edited December 2024 in Investing (Windows)

Would like to have a single report showing security balance values on a daily basis over a period of time, i.e. more than a single day. Ideally a time period of a week or month broken down by daily interval to identify individual security performance on a daily basis.

Something like the attached

Quicken.jpg

Best Answer

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Net Worth report / Include Account Detail / Choose time frame / Set Interval to Day

    image.png

Answers

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Net Worth report / Include Account Detail / Choose time frame / Set Interval to Day

    image.png
  • jtgostars
    jtgostars Quicken Windows Subscription Member ✭✭✭

    Thank you just what I was looking for

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    The closest would be the Investing > Portfolio Balance and Cost Basis report. That has a pair of columns for each day.

    The Net Worth & Balances > Net Worth report with the Account Detail option selected and just investing accounts included can show a single column per day but it is always subtotaled by account.

    QWin Premier subscription
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