Recent Performance Report

Corsair23

Hi Reporting Mavens,

On the Investing tab when you select show "Recent Performance", is there any way to create a more customized timeframe other than the limited 1 mo, 3 mo, 12 mo options in the customize screen? Alternatively, is there any way to create a report that would show gain or loss over a specified time period (standard Quicken option of weekly, bi-weekly, monthly, quarterly, yearly, period to date, custom, etc)

Ideally:

1. Be able to select which accounts to include/exclude
2. Be able to select which accounts are included
3. Subtotal by Account

TIA!

Jim_Harman

The selections in the Investing account Holdings view can't be customized other than changing the "As of" date, and they are limited to the selected account.

However you can do most of what you want by customizing an Investing > Portfolio view.

To see investment performance over time periods of one year or more, I would recommend using the Investment Performance report. You might also use the Account Balances report with the Account Details option selected.