New Investment Columns
I simply want to answer this question: "How much money have I made on my investments?" That is, "I've been investing for x years. How much more money do I have than if I hadn't been investing? And how would that compare to other investments?" These seem like the most basic questions a novice investor might ask and yet there's no way to get a useful answer without exporting a report and running it through Excel.
Right now I can see an IRR (Internal Rate of Return) column for a maximum of 5 years. That's not enough time to evaluate any choice. We need columns that show 10 years at least (that in and of itself would be a huge addition). Better yet, give us columns for 10, 20 and all dates. Or give us a report where we can specify the date range.
Second, I can now see ROI (Return on Investment) as a percentage. But I want to see it as a dollar figure. I can calculate that, but to do so, I would need to see "Amount Invested" (not Cost Basis, which is different). Quicken knows the Amount Invested, but there's no column for it, so I have to calculate it. That seems crazy to me. Please give us two columns: Amount Invested, and ROI (in dollars).
These are super-basic investment features that Quicken 2007 had, and that the PC version of Quicken has now. Why are Mac investors 2nd class citizens?
Even better would be a solid investment report or page where all this stuff would be displayed. But short of that, a few more columns would be very helpful. These are simple calculations. Quicken has all the data needed. It just needs to be displayed.
Thanks.