Help - Investment value history graph (Q2009)

Posted by usaf.jayhawk on July 22, 2009, 3:36 am

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OK, this is killing me. I want to plot a grapgh over time of the
value of my investments and the cost basis. I know I used to be able
to do this, but can't figure out how. All built in graphs show
current value (pie charts, bar charts, etc) but I can't seem to find a
line chart of my total investments my month/qtr/yr whatever.

Help?

Posted by John Pollard on July 22, 2009, 8:14 am

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usaf.jayhawk@gmail.com wrote:

> OK, this is killing me. I want to plot a grapgh over time of the

> value of my investments and the cost basis. I know I used to be able

> to do this, but can't figure out how. All built in graphs show

> current value (pie charts, bar charts, etc) but I can't seem to find a

> line chart of my total investments my month/qtr/yr whatever.

What about the "Portfolio Value and Cost Basis" report/graph.

The graph is basically a bar graph, but it does have lines for both cost
basis and value.

Pure line graphs are rare in Quicken (and intervals of less than one week
are almost non-existant).

[I'm guessing you could also export the data from the Portfolio Value or
Portfolio Value and Cost Basis reports, to Excel and produce graphs
there.]

--

John Pollard