Investment Performance Report shows all equities: current holding and sold

AMP

As noted above, I would like to create an Investment Performance Report (including earliest date) that shows the performance of current holdings only. Not all the holdings I have held in the past and sold. Is There way to to recreate such a report?

I'm using Quicken Premier latest version

Hope someone can help.

Cheers,

Andy

q_lurker

Well you can certainly customize to include and exclude specific securities, but there is no way to have Quicken automatically select that set of currently owned securities.

I’m not sure what I’d expect (or you) if there was a security currently owned in one selected account but no longer owned in a second selected account.

AMP

Thanks for your suggestion. It's nice to see such prompt reply.

Yes, one can select current holdings in the report generator, but frankly that can be a very tedious and time consuming process, especially if one has used Quicken for many years and there is long history of buys and sells.

To me it seems that Quicken should offer that feature… after all such feature could be easily implemented using AI.

Please pass along my commentary to Quicken management and hope they will give it priority.

Cheers,

Andy

q_lurker

Can you elaborate on how you would use a Current Holdings selection? Seems to me to be mostly useful if the report is subtotaled by Security. But any other subtotal selection including "Don't subtotal" would not seem to present meaningful information. Are you seeing or expecting something else?

I would like to see a better security selection tool, but primarily, I'd like to have a By Type selection. Select my Bonds and what is the performance by accounts, or by Quarter. Similar for Int'l securities or Growth stocks. But that By Type selection spins-off into selecting By Industry, or Investing Goal, or Asset Class, and maybe some others. I'm not sure selection by current holdings would have made my wish-list for the Investment Performance Report.

Jim_Harman

Another way to do this would be to use an Investing > Portfolio view. I am away from my computer now, but I think that unless you have selected the Show closed lots option, this will only include your current holdings.

The Avg. Annual Return (%) columns show the same IRR data as the Investment Performance Report.

Note that the IRR data is annualized, so it may not be meaningful for holding periods of less than one year.