Requesting YTD investment returns report in Quicken Mac (58 Legacy Votes)
I'm looking for a simple way to see YTD investment returns on each security or fund in my portfolio with Quicken for Mac; I understand that Quicken for Windows has this and that currently only total returns (from initial purchase) are displayed in the 2017 Mac version.
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I probably left some things out, but you get the idea. Everything I wanted to know about a stock in one glance.
2018 Release Notes, to allow adding a data column for IRR and ROI on the Portfolio Performance view.
To add requests for more columns, either post the additional columns here or create a new IDEA post.
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(Canadian Q user since '92, STILL using QM2007)