Needs Investment ADVANCED ANALYTICS, not just BASIC TRACKING

NetWorthNinja
NetWorthNinja Quicken Mac Subscription Member
edited October 19 in Investments

Currently, investment capability has very limited tracking with no real ANALYTICS even in the world of growing AI.

Have a look at the "watchlist" graph. The concept is to change "watchlist" to ANALYTICS and add it to Quicken software without need a web.

  1. Let's start with a basic timer for "Markets opening in 3 hours, 20 mins, and 10 seconds" right at the top.
  2. Industry INSIGHTS / TRENDS like energy sector is down, or S&P is up, things like that.
  3. Show REALTIME portfolio calculations instead of end of day. Want to see those numbers moving in REALTIME. If it has to start with 20 mins delay as a first step, that is ok too though please roadmap REALTIME.
  4. Viewing the trend of an entire investment portfolio, top movers, etc. So if a user clicks on their IRA, they should be able to see the entire growth history since purchase as line charts both for total and granular breakdown.
  5. Overlaying multiple securities for comparison, such as 20 securities, should be a basic feature.
  6. Some regression such as 6 months linear regression or log regression at the absolute basic level. This would be computed based on the history window of 1w, 1m, 1y, etc.
  7. Multiple watchlists instead of just 1 watchlist, saving "Views", etc.
  8. Stock lookup showing ticker, volume, bid, total revenue by quarter, EPS, etc. but adding more information like # of employees in the company, headquarters location, dividend schedules,
  9. Currency views to compare the USD to other currencies like CHF=X for USD/CHF.
  10. Stock research with external sources such as morning star ratings, market headline news related to the portfolio, ANALYST RATINGS AND PRICE TARGETS, etc.
  11. Advanced Quicken Alerts by App Push notifications, E-mails, maybe even PagerDuty. Whatever it is, I want a RULE ENGINE and AI ENGINE which will send me information as need to know so I know what action to take.
  12. Update the Quicken Calendar to show more on EARNINGS, DIVIDENDS, etc.
  13. Export data sets to Excel, CSV, etc.
  14. Simple and Detailed tracking which is an existing feature should not rely completely on the brokerage firm you are downloading data from. Once the data is imported into Quicken then Quicken should do it's best to source the information needed. More clearly, I do not want to click on "detailed" to get a message saying, oh sorry you have to do that manually.
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Comments

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Never going to happen for multiple reasons.

    The first reason is that you have lumped multiple feature requests into one and as such no one can vote on a given idea.

    The second reason is because Quicken Mac already has multiple requests for much more basic requests with tons of votes that will be implemented first, and some of them have been waiting years.

    And the last is that you are clear a user trying to turn Quicken into a trading platform, which isn’t its purpose.

    But I will also note that a few of your requests might show up just because they intercept with current requests.

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  • Ray Cosner
    Ray Cosner Quicken Windows Subscription Member ✭✭✭✭
    edited September 19

    I have asked serval times in the past 10 years for Quicken Inc to fix the "export to excel" function so the exported data is ready for user-defined analytics in Excel or Access.

    The problem right now is the exported data is not consistent with regard to split transactions. There are blank spaces in the exported data for all but the first component of a split transaction. This means the data has to be "cleaned" (in this case, fill in the blanks) before you can slice and dice it to your heart's content. I assume the data is exported in this manner for human readability, but it means a lot of work is needed before you can start doing user-defined analytics.

    This cleaning is a prohibitively tedious manual process, but Copilot gave me a formula to use that reduced the time to clean this data by about 95%. I was able to clean eight years of my data (about 12,000 individual transactions including investments and cash transactions) in a couple hours, and the analytics worked fine after that.

    With the export of analytics-ready data, you could be ready to create complex analytics in Excel in a couple minutes. And, if you were doing this the second time with your analytic processes already set up in Excel, you could be looking at your analytic data a couple minutes after launching the "export to Excel" process.

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