Investment Reports

Discussion List

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  Multi-Currency Accounts and Investments Tracking

  Reviewed atsob 35 views 3 comments 7 points Most recent by Chris_QPW November 17Investments
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  How is investment return calculated?

  Answered sneff30 95 views 7 comments 0 points Most recent by Chris_QPW November 9Investing (Mac)
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  Investing - Portfolio Value by Security by [Time Interval]

  Reviewed bkinva 18 views 0 comments 2 points Started by bkinva November 3 Reports
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  investment Reports are really basic and inadequate in Quicken Mac

  Reviewed Yield Chaser 92 views 6 comments 15 points Most recent by jbirdy November 2Investments
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  Graphs Should Allow for non-Zero Y-axis

  Reviewed John Larsen 441 views 13 comments 29 points Most recent by Jim_Harman November 1Reports
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  Crypto Securities Not Listed in Price History Update Function, So Prices Not Updating

  Quicknator 158 views 7 comments 2 points Most recent by emhamiltn October 26Investments
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  Portfolio Value Error (persists for over 2 years!)

  Closed arlingpj 151 views 12 comments 0 points Most recent by Quicken Kristina October 20Reports (Windows)
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  Capital Gains report from account register

  Reviewed davidmarketing 59 views 4 comments 1 point Most recent by Jim_Harman October 19Reports
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  Investing->Portfolio: Add "Account Type" in Group By

  Reviewed piyushjain 19 views 1 comment 3 points Most recent by Jim_Harman October 14Reports
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  How do I print or save a stock intersection report?

  Answered Closed jlukes 47 views 3 comments 0 points Most recent by q_lurker October 6Budgeting and Planning Tools (Windows)
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  Ability to change the Start Date of the week

  Reviewed atsob 19 views 0 comments 2 points Started by atsob October 5 Reports
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  add DELETE button to the EDIT window of an investment transaction

  Reviewed LBJS 22 views 1 comment 2 points Most recent by BobS2 October 4Investments
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  Investment reporting filter by security

  Reviewed bfs 34 views 1 comment 4 points Most recent by BRETTB September 29Investments
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  Investing Activity - Add Margin and Miscellaneous Expenses to this

  Reviewed BRETTB 17 views 0 comments 1 point Started by BRETTB September 28 Canada Windows
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  Incorrect account balance in investment performance report

  Closed MikeC331 41 views 2 comments 0 points Most recent by MikeC331 September 25Investing (Windows)
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  Needs Investment ADVANCED ANALYTICS, not just BASIC TRACKING

  Reviewed NetWorthNinja 86 views 2 comments 2 points Most recent by Ray Cosner September 19Investments
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  Investment report by Account Type (RRSP,TFSA,Non-reg) and subtotal by Asset Class

  Closed Miguel 22 views 1 comment 0 points Most recent by Quicken Anja September 15All Things Canadian (Windows)
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  Need more Investment Reports in Q Mac

  Under Consideration DJU 516 views 13 comments 65 points Most recent by IB September 12Investments
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  Investing and taxes.

  Closed Ronald1955 42 views 2 comments 1 point Most recent by unknown September 6Investing (Windows)
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  Add YTD Column to Investment Performance Report

  Reviewed hn14246 26 views 1 comment 2 points Most recent by Jim_Harman September 4Reports
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  Why do I have inconsistent balances on one of my investment accounts

  Answered Closed Phawk 27 views 1 comment 0 points Most recent by Quicken Anja August 30Reports (Windows)
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  Capital Gains Report -- Show sub-total by securities only, collapse individual transactions.

  Reviewed Misra 26 views 0 comments 6 points Started by Misra August 14 Reports
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  How best to track CDs - Investing and Banking

  Answered Closed Jonathan 38 views 1 comment 0 points Most recent by [Deleted User] August 14Reports (Windows)
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  Investment goal report over time?

  Answered Closed FletchF15 27 views 3 comments 0 points Most recent by Jim_Harman August 8Investing (Windows)
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  Please add the columns Unit Cost and Unit Gross Price to Capital Gains reports

  Reviewed J_Rapp 17 views 0 comments 1 point Started by J_Rapp August 3 Investments
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  Target Prices for Securities

  R Strax 14 views 0 comments 1 point Started by R Strax July 27 Investments
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  Single spreadsheet for all equities? (Q Mac)

  Answered Closed R Strax 77 views 4 comments 0 points Most recent by R Strax July 27Investing (Mac)
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  Investment Performance Report

  Closed jaxgab 48 views 3 comments 1 point Most recent by Jim_Harman July 25Reports (Windows)
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  How to use Portfolio X-Ray for TreasuryDirect TBills? it fails

  Answered Closed mikek753b 81 views 4 comments 0 points Most recent by mikek753b July 23Investing (Windows)