Investment Reports

Discussion List

• 
  Is there a portfolio value report that shows individual assets across accounts? (Q Mac)

  Answered ✓ Closed snsokstan 255 views 7 comments 0 points Most recent by jacobs September 2023Reports (Mac)
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  Investment Performance Report with "No Security (includes Cash)" selected

  Closed q_lurker 140 views 6 comments 3 points Most recent by Jim_Harman September 2023Reports (Windows)
• 
  Download more than 250 days of net worth to excel

  Answered Closed gaheld57 61 views 2 comments 0 points Most recent by gaheld57 September 2023Investing (Windows)
• 
  Fix Asset Class?

  Closed Chris Mead 158 views 5 comments -1 point Most recent by Chris Mead August 2023Investing (Mac)
• 
  Net worth report -$92-quadrillion after entering stock transaction(edited $)

  Closed Joe6 162 views 10 comments 0 points Most recent by UKR August 2023Reports (Windows)
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  Amount invested on investing/porfolio view doesn't match investment transactions report

  Closed bobbakerarizona 11 views 1 comment 0 points Most recent by q_lurker August 2023Investing (Windows)
• 
  How to force correct exchange rate in register without restarting program?

  Closed questionsforever 15 views 0 comments 0 points Most recent by questionsforever August 2023All Things Canadian (Windows)
• 
  Is there a way to sort portfolio view and cost basis report by values not alphabetical order?

  Closed questionsforever 211 views 25 comments 0 points Most recent by [Deleted User] August 2023Investing (Windows)
• 
  Split Investment Transactions on Investment Reports

  Closed [Deleted User] 54 views 4 comments 0 points Most recent by [Deleted User] August 2023Reports (Windows)
• 
  security report: cash invested is off by $0.01

  Answered Closed bobbakerarizona 33 views 1 comment 0 points Most recent by Mark1104 July 2023Reports (Windows)
• 
  Tax Lots Report for 1 Security in Multiple Accounts

  Closed MangoMan 174 views 6 comments 1 point Most recent by Mark1104 July 2023Reports (Windows)
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  Investment Performance Reporting

  Closed Cyclist 152 views 10 comments 0 points Most recent by q_lurker July 2023Investing (Windows)
• 
  How to batch export open stock lot details from Investing tab to excel or csv?

  Closed questionsforever 272 views 2 comments 0 points Most recent by Jim_Harman July 2023Investing (Windows)
• 
  How to make investment performance only reflect currently owned lot?

  Answered Closed RSiggy 53 views 4 comments 0 points Most recent by RSiggy July 2023Investing (Windows)
• 
  One security does not display in portfolio view

  Answered ✓ Closed Rick B 159 views 8 comments 0 points Most recent by Rick B June 2023All Things Canadian (Windows)
• 
  Report Exports

  Closed MSStateDawg 61 views 2 comments 0 points Most recent by MSStateDawg June 2023Reports (Windows)
• 
  Investment Partnership Detail report excludes some transaction types (e.g. MiscInc)

  Closed steven.kerns 14 views 0 comments 1 point Most recent by steven.kerns June 2023Investing (Windows)
• 
  Pershing Government Account in IRA gives incorrect value to Net Worth Report

  Answered Closed beelbo 41 views 3 comments 0 points Most recent by Quicken Jasmine May 2023Investing (Mac)
• 
  Ability to show # of shares in a given security over time

  Closed Jon Foster 33 views 1 comment 0 points Most recent by Jim_Harman May 2023Investing (Windows)
• 
  accounts not showing performance

  Answered ✓ Closed Woody 53 132 views 4 comments 0 points Most recent by jacobs May 2023Investing (Mac)