quicken Mac life to date portfolio realized gains

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

How do i get life to date period for "portfolio" "realized gain", currently only showing year to date.

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  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited January 19 Answer ✓

    Oh, you're talking about the columns, not the graph. Sorry, I didn't pick up on that. Yes, the time frame buttons only control the chart, not the columns below, and there's only one column available for Realized Gain (the YTD one). If you want other Realized Gain columns added you should create a Product Idea thread suggesting that, I don't think there is one currently.

    https://community.quicken.com/categories/investments

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited January 18

    I think you want the "Max" option all the way to the right.

    Screenshot 2026-01-18 at 12.26.30 PM.png

    I'm assuming "Life to date" means the lifetime of whatever you're looking at.

  • GHS
    GHS Quicken Windows Subscription Member ✭✭

    Jon: Thanks for your response. Yes, you are right I want lifetime. Unfortunately, that is not working. Regardless of which I click on, I get only YTD (based on the date in the "Date as of" window) for the "portfolio" "realized gain." That said, the graph does change as I select different periods but as you know the graphs only shows value.

    Open to all recommendations.

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited January 19 Answer ✓

    Oh, you're talking about the columns, not the graph. Sorry, I didn't pick up on that. Yes, the time frame buttons only control the chart, not the columns below, and there's only one column available for Realized Gain (the YTD one). If you want other Realized Gain columns added you should create a Product Idea thread suggesting that, I don't think there is one currently.

    https://community.quicken.com/categories/investments

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    An inelegant workaround: create a Schedule D Tax Report, set the date range to All Dates, and Export the report to a CSV file. Opening the file in your spreadsheet of choice, you can quickly delete the sections for reinvested capital gains and just keep the section for realized gains. The report is sorted by security, but you can tweak the data however you want to see it.

    Quicken Mac Subscription • Quicken user since 1993
  • GHS
    GHS Quicken Windows Subscription Member ✭✭

    Jon: Thanks for the info, appreciate it.

    Jacobs: Thanks for the work_around.

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