New Investment Columns

Steve29

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.

John9

I like what your asking for (especially ROI as a dollar value, since there may be trading costs associated with subesequently making adjustments based on the ROI%) but I'm a little confused on your "I would need to see "Amount Invested" (not Cost Basis, which is different)" statement.

Elsewhere, you had mentioned that all of your dividends where reinvested. So if all of those reinvestments appear in Quicken, then wouldn't they create new tax/trading lots and be part of your cost basis since they are actually "costing" you the cash dividend amount — and, by extension, not added as a separate cash dividend that would factor into the ROI calculation if they weren't reinvested?

sidebar - i just discovered the ROI column in my "retirement" roll-up, and it is MUCH more useful to me than the gain/loss. I really wish it was available as a column to add in the sub-level account views as well since I may know I have a particular holding only on a single retirement account. Yes … I can drill down to the account level fr9m the retirement top-level summary , but if Q can calc it in the aggregate it should be able to calculated it at the detail level … sigh. It just means I have to remember to go to a higher level, and then drill down.

more sidebar: And ROI isn't available to add as a column on the "investing" level above the "retirement" level. Whats with that?! 🤷‍♂️

jacobs

i just discovered the ROI column in my "retirement" roll-up, and it is MUCH more useful to me than the gain/loss. I really wish it was available as a column to add in the sub-level account views as well since I may know I have a particular holding only on a single retirement account… And ROI isn't available to add as a column on the "investing" level above the "retirement" level. Whats with that?!

@John9 I'm not understanding what you're saying. Anything you can see at the Retirement sub-group level, you can also see at the higher level of all Investing, or at a lower level of one (or more) individual accounts. Click on any account you want. Click Portfolio. Set the first filter to Performance, and the second filter to By Security. If the ROI column* isn't showing, click the columns icon on the upper right to add it. (*There are actually five ROI columns available: ROI (%), ROI (%) YTD, ROI (%) 1-Year, ROI (%) 3-Year, ROI (%) 5-Year).

If you want to show more than one account but not the whole group — like two retirement accounts — you can also do that. Click on a high-level group like Retirement or Investing. Click Portfolio. Set the first filter to Performance. Set the second filter to By Account or By Security. Pull down the menu of the third filter and select one account you want. Then pull down the same menu again and select the second account you want. Repeat again if you want more accounts.