Extract Daily Total Portfolio Value

Posted by Marjohn on August 3, 2006, 1:13 am

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Hello,

I know that you can export the stock prices for each security for an
extended time period (eg., five years), but how about exporting the
total value of the portfolio for every day for a similar period
(Quicken 2006 Personal Plus, Australian version)?

Having searched the archives for this group, and other forums as well,
and after trying various things myself, I still haven't been able to
find a way to do what I need.

Is it possible, and if so could someone please give me some hints. I
don't want to have to open the portfolio for each day and export the
value because it will take an eternity to work through more than five
years of data.

TIA

Regards,

Marjohn

Posted by Paul_B on August 3, 2006, 8:38 am

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On 2 Aug 2006 22:13:59 -0700, Marjohn wrote:

> Hello,

> I know that you can export the stock prices for each security for an

> extended time period (eg., five years), but how about exporting the

> total value of the portfolio for every day for a similar period

> (Quicken 2006 Personal Plus, Australian version)?

In my version I can go to Investing Center/Performance and at the
bottom click Show Full Report, and from there export.

p.

--
Using Quicken '06 premier H&B on Windows XP.

Posted by Marjohn on August 4, 2006, 4:18 am

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Paul,

Thanks for the reply.

I've tried what you suggested but it doesn't meet my requirements. As
far as I can see it doesn't allow exporting the total portfolio value
on a *daily* basis; only monthly, quarterly, etc.

Regards,

Marjohn

Paul_B wrote:

> On 2 Aug 2006 22:13:59 -0700, Marjohn wrote:

> > Hello,

> >

> > I know that you can export the stock prices for each security for an

> > extended time period (eg., five years), but how about exporting the

> > total value of the portfolio for every day for a similar period

> > (Quicken 2006 Personal Plus, Australian version)?

> In my version I can go to Investing Center/Performance and at the

> bottom click Show Full Report, and from there export.

> p.

> --

> Using Quicken '06 premier H&B on Windows XP.

Posted by John Pollard on August 4, 2006, 8:44 am

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> Thanks for the reply.

> I've tried what you suggested but it doesn't meet my

> requirements. As

> far as I can see it doesn't allow exporting the total

> portfolio value

> on a *daily* basis; only monthly, quarterly, etc.

Quicken has no such capability; the shortest interval Quicken
will report on is weekly.

Posted by John Pollard on August 4, 2006, 8:49 am

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>> Thanks for the reply.

>> I've tried what you suggested but it doesn't meet my

>> requirements. As

>> far as I can see it doesn't allow exporting the total

>> portfolio value

>> on a *daily* basis; only monthly, quarterly, etc.

> Quicken has no such capability; the shortest interval Quicken

> will report on is weekly.

And even if Quicken could report on daily intervals, you
couldn't get what you want; Quicken can not report on more than
100 intervals ... no where near 5 years worth of a daily
interval.