Quicken Mac - Report of all investment transactions with open and closed lots

Tzon

Hi,

I'm looking for a report (or to create a report) that will list all transactions for a specific investment that lists the lot/date acquired, shares acquired, acquisition price, date sold, quantity sold, selling price, and gain/loss. Is something like this available by default or can one be created?

Quicken Jasmine

Hello @Tzon,

I have located a Support FAQ that discusses more about reports that are offered within Quicken for Mac and provides a breakdown of different sections and options for reports as well as how to create them. You can follow this link.

I have also located a thread that discusses how to view investment performance within Quicken for Mac. This is not quite by lot; however, you may find the portfolio screen useful. You may follow this link.

I have also located a few active ideas regarding investment reports for Quicken for Mac. You may follow the links below!

• Investment Performance Report for Quicken MAC
• Portfolio report for Q Mac 
• Investment Reports and Graphs for Quicken Mac become equivalent to the Windows version
• Need more Investment Reports in Q Mac

I hope this helps!