Single Stock Report

Simone.76.Canada
Simone.76.Canada Quicken Mac Subscription Member, Mac Beta Beta
edited October 4 in Investing (Mac)

Quicken Version 8.3.0

I’m trying to generate a detailed report for a specific stock I own (or have owned). Ideally, I’d like the report to include items such as dividends paid, return of capital, and gain/loss.

Currently, I can create summary reports that cover all stocks, but I haven’t found a way to filter the report down to just one stock.

Thank you

Comments

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    There isn't a report for a single security. But would it work for you to open the account with the security, click on the Trnasactions tab, and enter the security name in the Search box. This will give you all the transactions for that single security. You can then export this transaction list and open it in a spreadsheet to do whatever analysis you want.

    Quicken Mac Subscription • Quicken user since 1993
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