Investment Holdings Report

LMillsap1
LMillsap1 Quicken Windows Subscription Member ✭✭
edited January 2024 in Reports (Windows)

Using the Holdings button on an investment account I can see the Account Overview for a particular date (usually EOM when I'm reconciling a statement). Is there a report that can show the same information for a range of dates (ie. EOM values for 12 months)? At minimum would be the EOM total value of of the (selected?) securities and the cash amount.

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Answers

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You can use the report "Portfolio Value and Cost Basis" and set the interval to Month. It will allow you to pick whatever date range you want to show.

    Quicken Windows user since 1993.

  • LMillsap1
    LMillsap1 Quicken Windows Subscription Member ✭✭

    That works.

    Thanks.

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