Monday 12 May 2014

Quicken Tip: tracking performance after transferring shares

Here is a simple tip for tracking a performance of a security after transfer from one brokerage account to another: In Portfolio view (or the report), group by Security and not by Account. This will show the correct performance per security, no matter in which account it was during the given period.



Source: Tracking Performance after transferring shares - Quicken Community


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