Calculate TWR (Time Weighted Return) Performance [edited]

dpags
dpags Quicken Windows Subscription Member ✭✭
edited May 10 in Investments

Does Quicken have any plans to add TWR investment performance calculation to the system?

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    We're other users and, thus, have no idea about this. And, Q never pre-announces new features until JUST before they're released.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited May 10

    For the uninitiated, TWR stands for Time Weighted Return. I edited the title to expand the acronym.

    Quicken's Investing > Performance > Growth of $10,000 chart is supposed to be based on a TWR calculation, but unfortunately Quicken's formula is flawed and gives incorrect results if there are large cash inflows or outflows near the start of the period.

    For a further discussion of this topic and other performance measures, also started by @dpags, please see this discussion

    https://community.quicken.com/discussion/7939992/investment-performance
    QWin Premier subscription
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    For reference, you are talking about the Time-Weighted Rate of Return (TWR) Formula (investopedia.com) , aren't you?

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