Portfolio 52 week High and Low

jrv331
jrv331 Member ✭✭✭
edited July 2024 in Investing (Windows)

I know Quicken will show the 52 week High/Low for a security but can it show the same for the whole portfolio balance. For example I want to-be able to see the highest and the lowest value my portfolio has been over a time frame.
thanks

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You would have to eyeball the Net Worth or Account Balances report. The results will only be as good as the quote data you have entered or downloaded.

    You could also export a report and find the max and min using Excel.

    QWin Premier subscription
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