Investment Reports

Discussion List

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  How do I print or save a stock intersection report?

  Answered Closed jlukes 45 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 22 views 0 comments 2 points Most recent by atsob October 2025Reports
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  add DELETE button to the EDIT window of an investment transaction

  Reviewed LBJS 26 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 13 views 0 comments 1 point Most recent by BRETTB September 2025Canada Windows
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  Incorrect account balance in investment performance report

  Closed MikeC331 42 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 104 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 547 views 13 comments 72 points Most recent by David Linkin September 2025Investments
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  Investing and taxes.

  Closed Ronald1955 44 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 22 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 24 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 22 views 0 comments 6 points Most recent by Misra August 2025Reports
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  How best to track CDs - Investing and Banking

  Answered Closed Jonathan 76 views 1 comment 0 points Most recent by [Deleted User] August 2025Reports (Windows)
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  Investment goal report over time?

  Answered Closed FletchF15 23 views 3 comments 0 points Most recent by Jim_Harman August 2025Investing (Windows)
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  Target Prices for Securities

  R Strax 15 views 0 comments 1 point Most recent by R Strax July 2025Investments
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  Single spreadsheet for all equities? (Q Mac)

  Answered Closed R Strax 75 views 4 comments 0 points Most recent by R Strax July 2025Investing (Mac)
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  Investment Performance Report

  Closed jaxgab 52 views 3 comments 1 point Most recent by Jim_Harman July 2025Reports (Windows)
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  How to use Portfolio X-Ray for TreasuryDirect TBills? it fails

  Answered Closed mikek753b 84 views 4 comments 0 points Most recent by mikek753b July 2025Investing (Windows)
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  Is there a way to copy or export transactions in investing accounts completely?

  Answered Closed MauryJ 242 views 4 comments 0 points Most recent by MauryJ July 2025Investing (Mac)
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  Investment Performance Report: Ability to filter out securities that are not owned any more.

  Reviewed MarkCanada 15 views 0 comments 1 point Most recent by MarkCanada July 2025Canada Windows
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  Standard Definition of Calendar Quarter vs. IRS Quarter Definition

  Answered Closed Beijing Mac 120 views 10 comments 0 points Most recent by Chris_QPW July 2025Reports (Windows)
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  Totals in "Portfolio Value" report do not foot

  Closed dave344 56 views 5 comments 0 points Most recent by Jim_Harman June 2025Reports (Windows)
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  Reports Maturity Dates for Bonds and CDs

  Answered ✓ Closed rbuec88 35 views 1 comment 0 points Most recent by [Deleted User] June 2025Reports (Windows)
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  Investing Reports and Graphs Have Different Sums - should be identical

  Closed Pat Sills 34 views 2 comments 0 points Most recent by Pat Sills June 2025Investing (Windows)
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  Brokerage account should accept Business field in dividends and other transactions

  Reviewed suricatodanlaf 2 views 0 comments 2 points Most recent by suricatodanlaf June 2025Investments
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  Category report

  Answered Closed rockmskm 67 views 7 comments 0 points Most recent by UKR May 2025Reports (Windows)
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  Sold SCHG ETF after 4 for 1 stock split and Realized Gain/Loss report showing multiple losses

  Answered Closed Robhawaii 22 views 2 comments 0 points Most recent by Robhawaii April 2025Investing (Mac)
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  Allow Symbol to be added in View/Columns in Tax Reports

  Reviewed KenC 1 view 0 comments 1 point Most recent by KenC April 2025Product Enhancements