10yr - This shows the market value for the past 10 years from the Price of Holdings date. 5yr - This shows the market value for the past 5 years from the Price of Holdings date. 3yr - This shows the market value over the course of 3 years from the Price of Holdings date. 1yr - This shows the market value over the course of the previous year from the Price of Holdings date. YTD - This shows the market value for the beginning of the year to the Price of Holdings date. Time Period - See the market value over different periods of time:. The Quicken portfolio provides a overview of investing performance using various standard views such as portfolio value, performance and realized gains.Īt the top of the portfolio view is a graph of the market value over time for the account or group of accounts. Review the Updated date and time to see when your holdings were most recently updated in Quicken. Use the account selection to choose between All Investing Accounts and other options such as individual accounts or just retirement or brokerage accounts. Use the group selector to choose how you want to review your holdings. Use Date as of to see what your holdings looked like on a particular date. 
The Portfolio toolbar gives you control of your investment experiences.
#Stockfolio mac realized gain update
For this purpose, it may be necessary first to update the transactions that are highlighted to add cost basis. Note that Quicken relies on accurate and complete data to derive reliable performance measures. The Quicken portfolio view lists every security in your Quicken investment accounts. One of the primary advantages of creating a Quicken account for each of your real-world investment accounts is that you can see the overall effect of your investment decisions.
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