Does Anyone Export Portfolios to Numbers?

MauryJ
MauryJ Quicken Windows Subscription Member ✭✭✭
in Investing (Mac)

Wouldn't it be cool to take a CSV and dump it into a Numbers spreadsheet template with automated quotes and various financial data already built in? Is that even possible?

I've copied & pasted Quicken portfolios directly into Numbers, skipping the CSV. Maybe it could be done that way, but wouldn't it over write the cell attributes & formulas? I'm not a maven when it comes to spreadsheets, and especially Numbers, but with some labor I find that I've been able to make some really useful, auto updating models and various other functional tables.

Importing CSV's from Quicken is relatively painless. I just discovered Quicken's "copy portfolio to clipboard" function, and that's also pretty cool. I've also taken articles with tables of equities in them such as one on Forbes.com on BDC's and one on precious metals and pasted them directly into Numbers, then automated them into faux watch lists with a start date and fixed initial cost based on a fixed date. For example, start with $10,000 worth of shares for each of 7-10 equities all beginning the same date. That way when I return to it over various intervals I can see an actual relative performance instead of just being a static watchlist. Obviously that's going to require some manual entry either way. That's fine. But the fixed formulas don't change and you have to recreate that every time.

I'm hoping there's a way to cut the labor down in this endeavor. Does anyone has any insights on this topic. Thoughts?

Quicken Premier Mac Classic (since 2022), Quicken Premiere Windows (1995 - current, but not actively using since Mac conversion)

Comments

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited January 11

    Quicken would have to directly export a Number spreadsheet file in order to have it include formulas or formatting. CSV files and other methods that just export text won't do the things you're asking for.

    I don't think it's likely Quicken will ever do that; anything that would have live updating or other computations they would just implement directly in Quicken and not rely on Numbers to do for them.

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    There is a way to do what you want, but it requires some more spreadsheet finesse. What you want is to have two sheets in your spreadsheet: one which you paste in the data from Quicken, and other which has all the formulas you want, with references to the cells in the data sheet. (I used to do this for a budget report: one sheet got the full 12-month budget pasted from Quicken, in the other sheet I typed which month I wanted a report for, and it pulled in the data from the appropriate columns for a YTD actual-vs-budget report.)

    Quicken Mac Subscription • Quicken user since 1993

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