Home Quicken for Mac Product Ideas - Quicken for Mac Investments (Mac)

More granularity on portfolio value chart (3 Legacy Votes)

UnknownUnknown Member
edited July 22 in Investments (Mac)
on Quicken 2016 - 3.8.2, the portfolio value chart only has options for YTD, 1 year, etc.  It should be easy to get 1-week, current month, current quarter (for both portfolio and specific accounts or specific holdings).  With the current low granularity, it isn't a great investment tool.  
2 votes

No Status · Last Updated


  • q_lurkerq_lurker SuperUser ✭✭✭✭✭
    edited November 2018
    Quicken never has been a great investment tool.  It may not be their intent to be one.  

    IMO, the best performance measure Quicken offers is the Average Annual Return.  That is available in the Portfolio views for the limited granularity you cite.  The same calculation is available through the Investment Performance Report for any dates you choose.  

    There is also an ability in the portfolio views to set a starting date for calculations (Options, portfolio Preferences).  One of the challenges with that setting is that it is not obvious which calculations are impacted by that starting date (not everything is).  

    I don't think I would advocate for increasing the length of the list of available columns to include in a portfolio view (1-week to 15-years?), but I would welcome improvements in the date specifications 
  • mags@[email protected] Member
    edited November 2019
    The portfolio investment chart has YTD, 1-year, 3-year, etc. Could we get 1 week, 1 month, and 3 month options?
  • Quicken_NatalieQuicken_Natalie Moderator mod
    Hello All,

    This Idea seems to have fallen stagnant and due to the age of the request and lack of User Votes/Comments, it will be archived within the next 7 business days.

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