Investment reporting filter by security

bfs
bfs Quicken Mac Subscription Member ✭✭
in Investments

I want to be able to look at funds that are being reinvested and the funds that are not being reinvested. I would also like a balance on cash and money market funds. Not the case held by a fund for the fund to use which is what is shown in the Asset Allocation in the Dashboard. It is my understanding that this is available in the Windows version.

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  • BRETTB
    BRETTB Member ✭✭✭✭

    I like to be able to filter by purchase date too. So get analysis of performance of stocks/options that were purchase during range of dates.

    Right now I would have to individually select stocks and just a lot harder vs adding a purchase date filter.

  • Liblikas
    Liblikas Quicken Mac Subscription Member

    I would like to differentiate stock and options transactions, and track all the unique variables in options trading (premium cost & income, expiration, option trade type — call/put/spreads, etc). Also report on investments by date, option trade type, profit/loss, etc.

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