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Total portfolio performance in Quicken for Mac

CVM

The only performance reports available for a portfolio are by account, and not the entire portfolio. I have spoken to your chat person to try and obtain this and I was told it is unavailable in Quicken for Mac. I would be very helpful for a great many customers to provide a single IRR for an entire portfolio and NOT by account. It IS available in your Quicken for Windows version which I no longer use. Please add this to your "to do" list for Quicken for Mac.

Thanks

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2wheelscuba

This might come close…. It is not a report but if you select Investing or Brokerage in the sidebar of the main window, you should see options to display Dashboard, Portfolio, Transactions and Watchlist. Select Portfolio and the you should see some drop down boxes where you can select Performance and some other options. You may need to add columns to show the data you need.

Quicken Alyssa

@CVM,

Thank you for sharing your Idea with us!

I have converted your post to an Idea. This way, others can vote on it as well. If it reaches enough votes, it can be submitted to our Product Development team for review and, eventually, possible implementation.

Thanks again!

MontanaKarl

@CVM Yes, this is possible, but not via Reports. @2wheelscuba gave the gist… but here are the details:

Select Investing in the Sidebar, and all accounts with holdings will be included by default. Select the Portfolio tab and then Performance. At this point, you can choose to vide By Account (default), by Security etc. If you do not want every investment account included, then the dropdown that defaults to "All Investing Accounts" can be used to tick one by one the accounts you want included.
Click the columns icon on the top right near the gear (other settings) or right click a column to choose which columns you want displayed.

Finally, if you want a printed (or PDF) report - or to export to Excel - click on the '3 dots in a circle" button at the far right near the top of the screen.
If you're new to Mac, to get a PDF, you Print… but at the Print dialog, rather than clicking on the Print button, click on the dropdown arrow next to "PDF" and choose "Save to PDF" after changing the page orientation, zoom etc.

There are existing wishes for all of this to be part of the Reports functionality, rather than via the steps listed above - as with Register reports which are accessed similarly. Obviously with true report functionality, we could memorize reports with the columns and accounts that we want. Etc.

But hopefully this lets you get what you want while we wait. :-)