Investment IRR Results - Mac Premier Version 8.3.2 (Build 803.58902.100) macOS 15.7.3

Tom Tolles
Tom Tolles Member ✭✭✭
in Investing (Mac)

When I select an individual account (Account A) in the side bar and display Performance (ie IRR), the results look to be correct and show positive 10% to 13% returns depending on which time frame I look at. I can choose to display these results by Asset Class, Type, or Security and all show the same values.

When I select the Brokerage header in the side bar, and then choose only this same Account A using the drop down field above the graph, the results are wildly different and now show negative returns from -0.3% to -6% when I choose to display by Account.

However, If I choose to display the IRR results by Asset Class, Type or Security, there result are consistent with the side bar selection of the account. So it appears that the IRR results are only incorrect when I choose to display the results by Account.

This means that when I want to look at my IRR results across my different accounts, I am getting a false picture of my investments.

See below graphic

Thank you,

Screenshot 2025-11-12 at 5.46.03 PM.jpg

Tom

Comments

  • MontanaKarl
    MontanaKarl Quicken Mac Subscription Member, SuperUser, Mac Beta Beta

    I can't reproduce this @Tom Tolles

    I've tried multiple brokerage and retirement accounts and the IRR data always matches using either of your methods. Are you sure that you have the same date "Data as of" in each view?

    Quicken user since 1990, MacBook Pro M2 Max on Tahoe 26.1 (and Win 11 under Parallels Desktop)

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    On one of my accounts I see a slight difference but only 0.1% which could just be a difference in rounding.

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