Investment Reports

Discussion List

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  Wrong balance in Fidelity 401k investment account in net worth or account balances reports.

  User121 21 views 2 comments 0 points Most recent by Quicken Anja January 17Reports (Windows)
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  Is there a way of quickly finding out which stock is in which account and how many

  Answered pravchaw 21 views 1 comment 0 points Most recent by Jim_Harman January 16Investing (Windows)
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  Taxable and Sheltered Dividends Inaccurate in Reports

  Answered ✓ neloe 41 views 6 comments 0 points Most recent by neloe January 9Errors and Troubleshooting (Mac)
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  Investment reporting filter by security

  Reviewed bfs 31 views 2 comments 6 points Most recent by Liblikas January 6Investments
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  Graphs Should Allow for non-Zero Y-axis

  Reviewed John Larsen 471 views 15 comments 30 points Most recent by Jim_Harman January 4Reports
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  Investment Report Improvements: Asset Performance Report & Asset Year Performance Report [Edited]

  New Renzo Bianchi 11 views 0 comments 1 point Started by Renzo Bianchi January 4 Investments
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  Income by Security Report

  Reviewed GTmem 31 views 6 comments 1 point Most recent by NotACPA December 2025Product Enhancements
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  Multi-Currency Accounts and Investments Tracking

  Reviewed atsob 51 views 4 comments 7 points Most recent by EDacho December 2025Investments
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  Add totals to the Investment performance report

  Reviewed Bob_L 11 views 1 comment 4 points Most recent by q_lurker December 2025Investments
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  How is investment return calculated?

  Answered Closed sneff30 91 views 7 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
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  Investing - Portfolio Value by Security by [Time Interval]

  Reviewed bkinva 11 views 0 comments 2 points Started by bkinva November 2025 Reports
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  investment Reports are really basic and inadequate in Quicken Mac

  Reviewed Yield Chaser 111 views 6 comments 18 points Most recent by jbirdy November 2025Investments
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  Crypto Securities Not Listed in Price History Update Function, So Prices Not Updating

  Quicknator 201 views 7 comments 2 points Most recent by emhamiltn October 2025Investments
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  Portfolio Value Error (persists for over 2 years!)

  Closed arlingpj 171 views 12 comments 0 points Most recent by Quicken Kristina October 2025Reports (Windows)
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  Capital Gains report from account register

  Reviewed davidmarketing 61 views 4 comments 1 point Most recent by Jim_Harman October 2025Reports
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  Investing->Portfolio: Add "Account Type" in Group By

  Reviewed piyushjain 11 views 1 comment 3 points Most recent by Jim_Harman October 2025Reports
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  How do I print or save a stock intersection report?

  Answered Closed jlukes 41 views 3 comments 0 points Most recent by q_lurker October 2025Budgeting and Planning Tools (Windows)
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  Ability to change the Start Date of the week

  Reviewed atsob 21 views 0 comments 2 points Started by atsob October 2025 Reports
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  add DELETE button to the EDIT window of an investment transaction

  Reviewed LBJS 21 views 1 comment 2 points Most recent by BobS2 October 2025Investments
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  Investing Activity - Add Margin and Miscellaneous Expenses to this

  Reviewed BRETTB 11 views 0 comments 1 point Started by BRETTB September 2025 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 2025Investing (Windows)
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  Needs Investment ADVANCED ANALYTICS, not just BASIC TRACKING

  Reviewed NetWorthNinja 101 views 2 comments 2 points Most recent by Ray Cosner September 2025Investments
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  Investment report by Account Type (RRSP,TFSA,Non-reg) and subtotal by Asset Class

  Closed Miguel 21 views 1 comment 0 points Most recent by Quicken Anja September 2025All Things Canadian (Windows)
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  Need more Investment Reports in Q Mac

  Under Consideration DJU 531 views 13 comments 71 points Most recent by IB September 2025Investments
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  Investing and taxes.

  Closed Ronald1955 41 views 2 comments 1 point Most recent by unknown September 2025Investing (Windows)
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  Add YTD Column to Investment Performance Report

  Reviewed hn14246 21 views 1 comment 2 points Most recent by Jim_Harman September 2025Reports
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  Why do I have inconsistent balances on one of my investment accounts

  Answered Closed Phawk 21 views 1 comment 0 points Most recent by Quicken Anja August 2025Reports (Windows)
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  Capital Gains Report -- Show sub-total by securities only, collapse individual transactions.

  Reviewed Misra 21 views 0 comments 6 points Started by Misra August 2025 Reports
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  How best to track CDs - Investing and Banking

  Answered Closed Jonathan 61 views 1 comment 0 points Most recent by [Deleted User] August 2025Reports (Windows)