Why doesn't ROI show up in 1 IRA but does in other 3?

Member ✭✭✭
edited May 2022 in Investing (Mac)
So we have 4 IRAs and have them set up the same. When looking at Portfolio view, I can arrange columns to show ROI in 3 of them, in the 4th I can't. I have gone through the setup in each, it is exactly the same. ROI doesn't even show up as a possibility when looking at what can be selected.

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Best Answer

  • Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    That sounds like you have the filter set to Portfolio Value, not Performance.
    Quicken Mac Subscription • Quicken user since 1993

Answers

  • Quicken Mac Subscription SuperUser, Mac Beta Beta
    Are these different 4 accounts? (As opposed to 4 securities in one account?)

    Are you clicking on the account individually on the left sidebar, and in the Portfolio selecting the Performance filter? When you click on the Columns icon, you're saying the 5 ROI choices aren't in the list? What is in the list?
    Quicken Mac Subscription • Quicken user since 1993
  • Member ✭✭✭
    4 different accounts.

    For the one that doesn't have ROI, it has a large number of Gain/Loss (1 month), Gain/Loss (1month %), Gain/Loss (3 months), etc. No ROI choices present.
  • Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    That sounds like you have the filter set to Portfolio Value, not Performance.
    Quicken Mac Subscription • Quicken user since 1993
  • Quicken Mac Subscription SuperUser, Mac Beta Beta
    Portfolio Value:



    Performance:


    Quicken Mac Subscription • Quicken user since 1993
  • Member ✭✭✭
    Yes, that was the problem.
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