Investment Portfolio Value (by Holding) by Month - Possible?

bkinva

Looking for a way to replicate a report I have in QWin that provides me with a table, broken down by month (columns), showing the value of each holding/security (rows) in that particular month for a specified time period (e.g., past 12 months).

Any insight into how to extract this info from QMac? Only way I've identified so far would be to set a different as-of date in the Portfolio view and export it multiple times, which is less-than-ideal for multiple reasons, including that it doesn't show holdings that are no longer held [which makes sense as a point-in-time snapshot, but not when trying to look at a historical range of dates].

MontanaKarl

Don't know of any way other than your tedious multi-export steps. Quicken is planning on improved investment reporting (vs using the "…" button > Print) but I've not seen a change-over-time report discussed.

You might add a feature request to the Mac Reports ideas forum…

https://community.quicken.com/categories/reports