Investment Reports

Discussion List

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  Portfolio value graph - display problem

  Answered EugeneM 37 views 2 comments 0 points Most recent by EugeneM December 22All Things Canadian (Windows)
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  Graphing - Vertical axis control

  Reviewed kdedeluk 30 views 0 comments 1 point Started by kdedeluk December 21 Canada Windows
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  Investment performance for a security negatively impacted by dividends/capital gains

  Answered ✓ Jonathan 61 views 9 comments 0 points Most recent by Jim_Harman December 19Investing (Windows)
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  Maturity dates for bonds and cd report segmented by month/year due

  Answered ajb328 47 views 5 comments 0 points Most recent by q_lurker December 18Reports (Windows)
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  Custom Investment Reports Using Tags [Edited]

  Reviewed M&C 15 views 3 comments 1 point Most recent by q_lurker December 16Reports
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  Reports on securities: maturity dates, call dates, S&P ratings, coupons, YTM, bond type, freqcy

  Reviewed Garry@ 24 views 0 comments 1 point Started by Garry@ December 13 Reports
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  basic math BUG in investment reports in quicken doesn't add up when using transaction exchange rate

  questionsforever 40 views 4 comments 0 points Most recent by Quicken Kristina December 10All Things Canadian (Windows)
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  Return Calcs: IP report v portfolio view returns when assets transferred between accounts

  mtn_living 72 views 10 comments 0 points Most recent by Geo1104 December 10Investing (Windows)
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  Bug Report: Incorrect Account Balances in "Account Balances Report" for Investments

  bobandsherry82 182 views 16 comments 0 points Most recent by bobandsherry82 December 10Reports (Windows)
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  Feature Request: Show Actual Return in investment performance reports

  Reviewed AllanM 62 views 4 comments 4 points Most recent by AllanM December 8Reports
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  Quicken for Mac downloading only mutual funds and Cash but not Fixed Income in single account

  Answered KVP 28 views 3 comments 0 points Most recent by KVP December 4Download, Add/Update Accounts (Mac)
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  Quicken's Investment Portfolio Report

  jaxgab 42 views 2 comments 0 points Most recent by Quicken Kristina November 29Download, Add/Update Accounts (Windows)
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  Investment Quick Selection of Stocks based upon Date or Date Range to Check Performance/Strategy

  Reviewed BRETTB 48 views 4 comments 1 point Most recent by Jim_Harman November 24Reports
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  Graphs Should Allow for non-Zero Y-axis

  Reviewed John Larsen 299 views 9 comments 21 points Most recent by Quicken Jasmine November 20Reports
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  Asset Allocation Report STILL Shows Closed Positions

  Closed Burny 32 views 1 comment 0 points Most recent by Quicken Kristina November 19Investing (Windows)
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  New Investment Columns

  Reviewed Steve29 46 views 0 comments 4 points Started by Steve29 November 15 Investments
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  Investment Performance Report shows all equities: current holding and sold

  Answered Closed AMP 55 views 4 comments 0 points Most recent by Jim_Harman November 13Investing (Windows)
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  Include month-end prices in all historical price updates

  Reviewed Jim_Harman 57 views 0 comments 11 points Started by Jim_Harman November 7 Investments
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  Quicken Mac - Report of all investment transactions with open and closed lots

  Answered Closed Tzon 48 views 1 comment 0 points Most recent by Quicken Jasmine November 3Investing (Mac)
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  How Can I Add a Missing CUSIP to a Mutual Fund?

  Answered Closed Walter Roth 47 views 2 comments 0 points Most recent by Walter Roth November 2Investing (Windows)
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  What is the Best Report(s) for checking performance of Securities Purchased (Date or Date Range)

  Closed BRETTB 35 views 3 comments 0 points Most recent by BRETTB November 1Investing (Windows)
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  Pay someone for custom / complex reports?

  Answered Closed MarcSnyder 34 views 1 comment 0 points Most recent by Jon October 17Reports (Mac)
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  Account OverView->Holdings, Freeze column header [Edited]

  Reviewed Marshall 37 views 2 comments 5 points Most recent by Jim_Harman October 6Investments
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  How to show Banking in Investments

  Answered willeaton 23 views 1 comment 0 points Most recent by RickO September 28Investing (Mac)
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  Security Detail View - Easy way to lookup which accounts has the holdings

  Reviewed davidmarketing 73 views 6 comments 1 point Most recent by Jim_Harman September 24Investments
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  Asset Allocation Share Balance Negative

  Closed Billy1 175 views 21 comments 0 points Most recent by q_lurker September 14Reports (Windows)
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  Schedule B-Interest and Dividends Tax Report missing taxable dividends

  Closed crwalejr 180 views 5 comments 0 points Most recent by UKR September 14Reports (Windows)
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  Capital Gains Report Grouped by Month or Quarter

  Reviewed Alexy 11 views 0 comments 1 point Started by Alexy September 12 Investments
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  Investment Performance--Returns Year to Date

  Closed Gary R 38 views 1 comment 0 points Most recent by Quicken Kristina August 25Investing (Windows)