Investment Performance Report for Quicken MAC? ( 36 merged votes)
It's time for Quicken for MAC to grow up and (finally) provide an investments performance report. It's not rocket science. For a given time period take the value at the beginning, all transactions (dividends, interests, buys, sells) and the value at the end and just do the math. We've waited patiently, but now it's time. Get to work Quicken team!
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Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.
If you do not click VOTE at the top of the page of THAT feature, your vote will NOT be counted!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
Click the link above to go take a look at the list and vote for the ones you want to see implemented in Quicken for Mac.
Be sure to scroll down the page, as some contain lists of related features. Click on the link to EACH IDEA separately. Then you click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers.
If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT feature!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
(Market Value - Cost w/commission) + Dividends.
UPDATE: I have done the math on one of my mutual finds and determined that the ROI columns in the Performance dropdown does indeed include the dividends received in the calculation of ROI.
Thank you Quicken -- this is what I've been asking for.
In QMac, in the sidebar, select the group header Investing.
Next, select the Portfolio tab.
You should now see performance info for all investment accounts - Brokerage and Retirement.
You can customize further as desired.
Similarly, you can see performance info for just your Brokerage accounts or just your Retirement accounts by selecting the appropriate group header in the side bar.
Quicken user since 1991
Just PLEASE PORT the INVESTMENT PERFORMANCE REPORTS that you have in the Windows version over to the MAC version and a lot of people will be happy. [removed]
The Portfolio View is NOT the answer .. it is the WRONG DIRECTION. The Portfolio View is asset balances centric. We needs a view / report that is TRANSACTION driven.
[removed]
David
The Mac version definitely does have a significant number of investment features, just not as many as Windows. (And some investment reporting in Windows is implemented in the Mac version via the portfolios rather than separate reports, so if there's something specific you're looking for, post a question because it might exist in Quicken Mac in a non-obvious place.)
And yes, none of the planning features of Quicken Windows have made it to Quicken Mac yet. I suspect the developers have decided to focus on building out the features and robustness of the core Mac product first, and will get to adding some of the planning features down the road.
And yes, we Mac users wish all this could be done by yesterday.
Click on Retirement and then select Portfolio View.
The display should show all retirement holdings.
You can customize this display as desired - e.g., Date, accounts included, columns, etc.
Quicken user since 1991
In 2019, I can't get an IRR report (that's internal rate of return -- something you see on every investment website). Which means I can't find out how much I've been earning on multiple accounts over a long range. I can see it 1, 3 and 5 years, but I can't go longer than that, and 5 years just doesn't tell you much. Nor can I collect groups of accounts and look at them together. All basic things in any kind of investment report module, and all available in Q2007 and in Quicken Windows.
I also can't see "Amount Invested" for a security. That's essential, too. I don't much care about cost basis -- valuable for taxes but not for getting a feel for how much money you've actually made.
Please Quicken -- please give us what we can get on Windows and create a basic investment reporting -- and add some of the key columnar data that you can get in the other versions. Us Mac users are just as savvy as people on Windows. Don't make us use a dumbed down Quicken.