Return (%) Year to Date

Quicken Windows Subscription Member ✭✭✭✭
edited April 19 in Investing (Windows)

If you hold ETF's, CEF's and some other securities less than a year, you will get N/A in the portfolio register for Return (%) year to date.

Jim gave me a fix for this: Top right corner of the portfolio register click on the gear and preferences. Change the date to January 1, 2025. Then add column for ROI(%) YTD and you will get all securities. This is a great fix if you are only interested in this year's percentage returns.

Now, If I want to just view my returns and percentages for just my open positions, I'll change the date to the earliest when I bought the security. In my case, 11/27/2023 was the date set if I just want to view Total returns and percentages for just my open positions.

Comments

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Thanks for posting this workaround, @Gary R. Here is some more detail.

    Return (%) YTD and for other periods is supposed to be downloaded with the quote data but is not for ETFs.

    ROI (%) is calculated based on your transactions. It may give unexpected results if there have been partial sales during the period.

    QWin Premier subscription
  • Quicken Windows Subscription Member ✭✭✭✭

    I had no partial sales for all my open positions after 11/27/2023. Your suggestion was greatly appreciated and worked out just fine for me.

This discussion has been closed.

Welcome!

It looks like you're new here. Sign in or register to get started.
Sign In
Register

Quick Links

Categories