evaluate performance against market

doug kittredge · February 2024

I am trying to figure out a good way to evaluate the performance of my portfolio against standard market measures (Dow, S&P500, etc.). I don't believe there is a way to do that in quicken on mac currently, it would be good enhancement. a single market measure per account would be good, even better would be able to use multiple measures against the whole portfolio or each account weighted by user set percentage.

jacobs · February 2024

@doug kittredge You're correct that you cannot currently show your account or portfolio performance versus any indexes. The good news is that this is a feature request which the developers marked as "Planned" last year:

https://community.quicken.com/discussion/7852145/provide-ability-to-add-stock-indices-to-investings-portfolio-graph-view-1-merged-vote

As with all planned new features, we don't know when it will appear, but at least we know it's on the development schedule.

evaluate performance against market

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