How do I see the "Investing Report" illustrated on the Quicken website?

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Unknown
Unknown Member
edited January 2019 in Investing (Windows)
How do I see this "Investing Report" illustrated on the Quicken website?

https://www.quicken.com/sites/default/files/lr1_investments.png

I am using Quicken Deluxe 2019 Version R17.6 for Windows 10 Pro.

Thanks in advance.

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  • J_Mike
    J_Mike SuperUser ✭✭✭✭✭
    edited January 2019
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    The referenced "report" is a custom Portfolio View in QMac.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • Unknown
    Unknown Member
    edited January 2019
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    Is it possible to recreate this chart in Quicken for Windows using a Customized View? I only see reports with Pie Charts; none with Area Charts.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited January 2019
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    QWin can't make a chart that looks exactly like the one pictured, but you might like the Net Worth and Balances > Account Balances chart, customized to include the accounts and time period of interest, or one of the available Home screen charts.

    Alternatively, you can export your Quicken data to Excel and chart it there.


    QWin Premier subscription
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited January 2019
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    From C. D. Bales:


    Reports > Investing > Portfolio Value and Cost Basis offers both a report and a color-coded bar graph; subtotaled by your choice of Security, Account, Security type, Investing goal, or Asset class. The report graph is very similar to the Home tab Portfolio Value graph widget.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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