Investment Portfolio Value (by Holding) by Month - Possible?
Looking for a way to replicate a report I have in QWin that provides me with a table, broken down by month (columns), showing the value of each holding/security (rows) in that particular month for a specified time period (e.g., past 12 months).
Any insight into how to extract this info from QMac? Only way I've identified so far would be to set a different as-of date in the Portfolio view and export it multiple times, which is less-than-ideal for multiple reasons, including that it doesn't show holdings that are no longer held [which makes sense as a point-in-time snapshot, but not when trying to look at a historical range of dates].
Comments
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Don't know of any way other than your tedious multi-export steps. Quicken is planning on improved investment reporting (vs using the "…" button > Print) but I've not seen a change-over-time report discussed.
You might add a feature request to the Mac Reports ideas forum…https://community.quicken.com/categories/reports
Quicken user since 1990, MacBook Pro M2 Max on Tahoe 26.1 (and Win 11 under Parallels Desktop)
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