No. of Recommendations: 0
Well, I've made my first IRA investment ever - 15 shares of VFINX. Sure is a nice feeling to have taken that first step.

So I've created a portfolio for myself both at quote.yahoo.com and here on the Fool. Both seem to work nicely. I'll play with them both in the days to come and see which one I like.

My problem is with Quicken 2000, the somewhat-off-topic subject of this posting. I've entered in the data as best I could, and it correctly shows that I spent $2000 on 15.971 shares of VFINX at $125.23 each. It also shows its correct current value - $2024.16 .

But whereas the Fool and Yahoo both show the correct return on my investment so far (1.21%), I can't for the life of me figure out how to get Quicken to tell me that. I can get the following information from it:

- 0.56% daily change in its value (correct)

- "The total performance of your portfolio is 7.58%" (No it's not! But it appears to be using the dates 1/1/99 - 12/31/99. Why??)

- "The total performance of your portfolio is 199.16%" (Don't I wish! I have no idea where that came from)

This is frustrating, because I upgraded from Quicken 95 Deluxe to 2000 Deluxe so I could use its latest features, including investment tracking. But there are SO many features and links within the program...and yet I still can't get the information I want.

So I'm hoping that some Quicken-using Fool will take pity on an off-topic message poster and tell me where I can get my portfolios performance in Quicken since November 1, not January 1
Print the post  

Announcements

The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement