Investment Reports

Discussion List

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  How to add total Gain/Loss to a report

  Answered ✓ Closed ProfileX 133 views 8 comments 0 points Most recent by q_lurker February 2025Reports (Windows)
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  in reports portfolio value over time is incorrect

  Closed john p1 21 views 1 comment 0 points Most recent by UKR February 2025Reports (Windows)
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  Best Practices to Reconcile an Investment Account Against Statements

  Closed Rich 309 views 3 comments 0 points Most recent by q_lurker February 2025Investing (Windows)
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  401k Investment fees

  Answered ✓ Closed R Rosenstock 126 views 5 comments 0 points Most recent by Boatnmaniac February 2025Investing (Windows)
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  Category or Theme lists

  Closed MylesC4 52 views 2 comments 0 points Most recent by Jim_Harman January 2025Investing (Mac)
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  17

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  Improve handling of hidden accounts in dropdown lists and selection dialogs

  Reviewed Jim_Harman 349 views 12 comments 17 points Most recent by Boatnmaniac December 2024Product Enhancements
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  20

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  Need way to track Whole Life Insurance Asset/Cash Value (vs just Premiums)

  Reviewed RonBask 4.6K views 27 comments 20 points Most recent by Martimouse September 2024Investments
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  7

  Up
  Return of Capital should not be "Not Categorized" transaction (20 Legacy Votes)

  Reviewed Joseph Arden 476 views 28 comments 7 points Most recent by q_lurker June 2024Investments
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  35

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  Select securities to graph from investment accounts

  Under Consideration jschaffe 874 views 20 comments 35 points Most recent by Quicken Anja January 2024Investments
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  11
  Add "Amount Invested" Column to Portfolio View [4 Merged]

  Planned Steve29 62 views 9 comments 11 points Most recent by jacobs September 2023Investments
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  67

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  View Price History graph for a Security (22 Legacy Votes)

  Under Consideration Wendy Schrandt 798 views 11 comments 67 points Most recent by redseagoby August 2023Investments
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  14

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  Daily Interval Graph for Net Worth and Portfolio

  Reviewed System 526 views 12 comments 14 points Most recent by Quicken Anja July 2023Investments
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  Treasury bill purchase inflating market value by 100X

  Closed RobertBetka 393 views 17 comments 0 points Most recent by prwilliams38 July 2023Investing (Mac)
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  BUG - Security sold or cleared to 0 shares but pennies remain in some reports

  Closed Tom39 123 views 1 comment 0 points Most recent by Tom39 July 2023Investing (Windows)
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  Sold Stock and Need to Split Out the Proceeds

  Answered ✓ Closed QuickMakesMeCrazy 101 views 2 comments 0 points Most recent by mshiggins April 2023Investing (Windows)