Add YTD Column to Investment Performance Report

hn14246
hn14246 Member ✭✭✭
edited October 5 in Reports

Dear Quicken Team,

Please consider adding a column to the standard Investment Performance Report that shows Year-to-Date (YTD) returns, alongside the existing Average Annual Return column.

Given the volume of user feedback on investment reporting, I believe this enhancement would resonate strongly with the majority of Quicken users. It would also bring Quicken’s reporting closer to the standards used by most brokerage firms, making the experience more intuitive and familiar for investors.

Thank you for your consideration.

P.S. While my ultimate wish is for Quicken to offer standard performance timeframes (1M, 3M, 6M, YTD, 1Y, 3Y, 5Y, 10Y, and Life of Data), I’m hopeful that starting with a YTD addition could be a quicker win for both users and the development team.

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