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Subject:  Quicken Investment Performance Reports Date:  1/8/2012  4:36 PM
Author:  psychopasta Number:  3641 of 3707


I'm having trouble getting Quicken to analyse a mutual fund performance the way I want to see the data. If I invest $X in a fund, over time I get capital appreciation in the stocks I bought, plus I get dividends that are automatically reinvested.

As far as I can see, Quicken treats the automatic reinvestments as if I cad used new money to buy more stock, and it does not account for the cash having been generated by the investment. So what I see is a rate of return based on how all shares have appreciated (or not) insteda of what I want, which is something like:

You invested $X, which now has a current value of $X' In addition, it has generated $Y in dividends.

Or put it another way, I want the net change to be referenced only to the cash I invested.

I'm sure I'm missing something obvious, so can anyone help?


- Pasta
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