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From: Ira on 15 Apr 2010 11:36
Quicken has many reports which can show progress over a period (such as
account balances or itemized category spending, over the course of months).

Is it possible to show your portfolio value over a period of time, such
as the portfolio value on the last day of each month over the course of
time, in a single report?

Thanks!
From: John Pollard on 15 Apr 2010 13:04
Ira wrote:
> Quicken has many reports which can show progress over a period (such
> as account balances or itemized category spending, over the course of
> months).
> Is it possible to show your portfolio value over a period of time,
> such as the portfolio value on the last day of each month over the
> course of time, in a single report?

Sure; you already named one of the reports that can do that: the Account
Balances report. Also the Net Worth report. Both have an option on the
Display tab of the Customize dialog to Show "Account detail", which will
list each security held in each account. Both allow you to select an
"interval" that can be "Month". If you exclude the non-investment
accounts, you've got a report of your "portfolio".

You can also get something similar - but with the addition of cost basis -
using the Portfolio Value & Cost Basis report. Unlike the other two
reports, it can show your values per security (regardless of account), and
more, if you choose.

All three reports have bar graphs, and the one for the Portfolio Value &
Cost Basis report is quite nice, with the bars broken down by security, or
whatever you subtotal by.

--

John Pollard
news://<YOUR-NNTP-NEWSERVER-HERE>/alt.comp.software.financial.quicken
Your source of user-to-user Quicken help


From: Ira on 16 Apr 2010 21:32
On Thu, 15 Apr 2010 12:04:31 -0500, "John Pollard"
<8plus7isf(a)gmail.com> wrotf:

>Ira wrote:
>> Quicken has many reports which can show progress over a period (such
>> as account balances or itemized category spending, over the course of
>> months).
>> Is it possible to show your portfolio value over a period of time,
>> such as the portfolio value on the last day of each month over the
>> course of time, in a single report?
>
>Sure; you already named one of the reports that can do that: the Account
>Balances report. Also the Net Worth report. Both have an option on the
>Display tab of the Customize dialog to Show "Account detail", which will
>list each security held in each account. Both allow you to select an
>"interval" that can be "Month". If you exclude the non-investment
>accounts, you've got a report of your "portfolio".
>
>You can also get something similar - but with the addition of cost basis -
>using the Portfolio Value & Cost Basis report. Unlike the other two
>reports, it can show your values per security (regardless of account), and
>more, if you choose.
>
>All three reports have bar graphs, and the one for the Portfolio Value &
>Cost Basis report is quite nice, with the bars broken down by security, or
>whatever you subtotal by.


John - As always, you hit the nail on the head. Thank you for this
*AND* thank you for solving my prior problem about the mismatched
securities.
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