Investment Reports

Discussion List

• 
  Income by Security report only gives a summary total.

  david.wybo@gmail.com 19 views 1 comment 0 points Most recent by Quicken Laura February 23Errors and Troubleshooting (Windows)
• 
  Reporting on Return of Capital Transactions

  Answered cjim 52 views 7 comments 0 points Most recent by cjim February 20Investing (Windows)
• 
  Investment account daily cash balance

  Answered jtgostars 27 views 2 comments 0 points Most recent by Jim_Harman February 18Investing (Windows)
• 
  1

  Up
  Include Total # of Shares on Security Report(s)

  Reviewed asher 32 views 2 comments 1 point Most recent by NotACPA February 9Reports
• 
  Unable to get a breakdown by account of Cash in various Investment accounts

  Answered ✓ Tealeaf3 61 views 5 comments 0 points Most recent by Jim_Harman February 8All Things Canadian (Windows)
• 
  Wrong balance in Fidelity 401k investment account in net worth or account balances reports.

  Closed User121 22 views 2 comments 0 points Most recent by Quicken Anja January 17Reports (Windows)
• 
  Is there a way of quickly finding out which stock is in which account and how many

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

  Answered ✓ Closed neloe 43 views 6 comments 0 points Most recent by neloe January 9Errors and Troubleshooting (Mac)
• 
  6

  Up
  Investment reporting filter by security

  Reviewed bfs 33 views 2 comments 6 points Most recent by Liblikas January 6Investments
• 
  31

  Up
  Graphs Should Allow for non-Zero Y-axis

  Reviewed John Larsen 477 views 15 comments 31 points Most recent by Jim_Harman January 4Reports
• 
  1

  Up
  Investment Report Improvements: Asset Performance Report & Asset Year Performance Report [Edited]

  New Renzo Bianchi 13 views 0 comments 1 point Started by Renzo Bianchi January 4 Investments
• 
  1

  Up
  Income by Security Report

  Reviewed GTmem 34 views 6 comments 1 point Most recent by NotACPA December 2025Product Enhancements
• 
  7

  Up
  Multi-Currency Accounts and Investments Tracking

  Reviewed atsob 52 views 4 comments 7 points Most recent by EDacho December 2025Investments
• 
  4

  Up
  Add totals to the Investment performance report

  Reviewed Bob_L 12 views 1 comment 4 points Most recent by q_lurker December 2025Investments
• 
  How is investment return calculated?

  Answered Closed sneff30 94 views 7 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
• 
  2

  Up
  Investing - Portfolio Value by Security by [Time Interval]

  Reviewed bkinva 11 views 0 comments 2 points Started by bkinva November 2025 Reports
• 
  18

  Up
  investment Reports are really basic and inadequate in Quicken Mac

  Reviewed Yield Chaser 115 views 6 comments 18 points Most recent by jbirdy November 2025Investments
• 
  4

  Up
  Crypto Securities Not Listed in Price History Update Function, So Prices Not Updating

  Quicknator 217 views 7 comments 4 points Most recent by emhamiltn October 2025Investments
• 
  Portfolio Value Error (persists for over 2 years!)

  Closed arlingpj 172 views 12 comments 0 points Most recent by Quicken Kristina October 2025Reports (Windows)
• 
  1

  Up
  Capital Gains report from account register

  Reviewed davidmarketing 62 views 4 comments 1 point Most recent by Jim_Harman October 2025Reports
• 
  3

  Up
  Investing->Portfolio: Add "Account Type" in Group By

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

  Answered Closed jlukes 42 views 3 comments 0 points Most recent by q_lurker October 2025Budgeting and Planning Tools (Windows)
• 
  2

  Up
  Ability to change the Start Date of the week

  Reviewed atsob 22 views 0 comments 2 points Started by atsob October 2025 Reports
• 
  2

  Up
  add DELETE button to the EDIT window of an investment transaction

  Reviewed LBJS 23 views 1 comment 2 points Most recent by BobS2 October 2025Investments
• 
  1

  Up
  Investing Activity - Add Margin and Miscellaneous Expenses to this

  Reviewed BRETTB 11 views 0 comments 1 point Started by BRETTB September 2025 Canada Windows
• 
  Incorrect account balance in investment performance report

  Closed MikeC331 42 views 2 comments 0 points Most recent by MikeC331 September 2025Investing (Windows)
• 
  2

  Up
  Needs Investment ADVANCED ANALYTICS, not just BASIC TRACKING

  Reviewed NetWorthNinja 102 views 2 comments 2 points Most recent by Ray Cosner September 2025Investments
• 
  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)
• 
  71

  Up
  Need more Investment Reports in Q Mac

  Under Consideration DJU 538 views 13 comments 71 points Most recent by IB September 2025Investments