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investment Reports are really basic and inadequate in Quicken Mac

Yield Chaser

The Investing Reports in Quicken Mac are very inadequate.

I've posted this before so I won't repeat it but the very useful investment reports in Quicken Windows need to be recreated in Quicken Mac, for example:

Investment performance (IRR) report or graph
Income by Security
Investing Activity report
Investment Income report
Investment Transactions report

It's very telling that when you go in the Reports Tab in Quicken Mac there isn't even a folder for Investments (such as folders Popular, Transaction, Summary, Comparison, etc.). How this escapes attention is very surprising to me.

Creating investment reports is pretty straightforward once you have everything set up, as Quicken Mac does so I don't know why this hasn't been added despite requests over several years now.

In the mean time I create my own reports but I want this to be provided in the finance software I use, which for now is Quicken Mac.

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Investment Reports

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Comments

ADS

There is a lot of good information in the security detail when I select a single fund or security but it would be so helpful to have the option to show the chart of the fund value over time, not just the price. This is the one feature I miss from the Windows version. Please add to Mac.

I'm in the same boat. Q-Win has such a rich set of investment reporting. Q-Mac needs to catch up quickly. This should be a high priority for Quicken.

dusty58 .

Dividend reporting per security should be High priority in Portfolio view to provide overall view of investment profitability.

brpillows

I would love to be able to create a graph out of a report. I was a Quicken for Windows user for 30 years and am a bit disappointed in the lack of features on the Mac version, especially something as basic as creating a graph.

LB522

Welcome to the club of Mac users who have been wanting this feature parity to Windows forever and instead Quicken delivered save to cloud, more bill pay crap, and endless ways to sort columns and arrange the sidebar.

jbirdy

Really need investment reporting to make this useful.

Quicken Anja

Hello All,

This idea is getting close to reaching the number of votes needed to be reviewed by our Development Team for consideration.

If this is a feature you’d like to see in Quicken, now is a great time to add your vote and leave a comment explaining how it would benefit you. User feedback and engagement help our teams better understand demand and real-world use cases.

For more information on how to vote or submit your own ideas for future product improvements, please see here.

Thank you!

jacobs

The Quicken Mac development team has, finally, started implementing some investment reports in the 8.5 and 9.0 releases in 2026. Those two reports (Portfolio Value and the confusingly-named Portfolio Value & Cost Basis) are a good start. And hopefully they are just that: a start towards a planned series of additional investment reports, as requested in the original post of this thread. Users should be able to get at least all the information currently available in the Portfolio view through its different filters and configuration options, in names & saved reports. I agree with the request above for additional investment reports.