Report on Realized Gains

Mac Beta Beta
edited May 2022 in Reports (Mac)
Is it possible to run a Report to see my realized gains by individual securities?
Quicken user since 1992... Version 1!

Answers

  • Member ✭✭✭✭
    there is a capital gains report....and then change the subtotal key to 'security'
  • Quicken Mac Subscription SuperUser, Mac Beta Beta
    You can click on an account or account group in the left sidebar, click on the Portfolio tab, and set the filters to Realized Gain and Group by Security. This will show your gains, and you can print it as a report. But you can't specify a time period; it shows only values for the year of the as-of date in the upper right.
    Quicken Mac Subscription • Quicken user since 1993
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