Portfolio Value over time

Posted by Lawrence Haber on October 28, 2006, 11:48 am

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I am using Quicken 2006 for Mac and I would like to see if there is an
easy method to extract the daily value of an account for every day
since, say, 2002.

I'm essentially looking to create a graph, via Excel , in which the x
axis would be time and the y-axis would be the account's value.

I don't see a method of doing this other than being very labor
intensive.

I would appreciate your suggestions here.

Posted by GSalisbury on October 28, 2006, 12:52 pm

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> I am using Quicken 2006 for Mac and I would like to see if there is an

> easy method to extract the daily value of an account for every day

> since, say, 2002.

> I'm essentially looking to create a graph, via Excel , in which the x

> axis would be time and the y-axis would be the account's value.

> I don't see a method of doing this other than being very labor

> intensive.

> I would appreciate your suggestions here.

I don't know about Quicken (I use Windows Q06 Dlx but am not an investment
maven) but couldn't you just go to Yahoo or some such resource and download
the historical prices, import into Excel and graph those?

Your value, per dollar, would follow that shape wouldn't it?

Just a thought.

Geo.

Posted by Lawrence Haber on October 28, 2006, 1:07 pm

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"GSalisbury" <salsburyg at comcast dot net> wrote:

> > I am using Quicken 2006 for Mac and I would like to see if there is an

> > easy method to extract the daily value of an account for every day

> > since, say, 2002.

> >

> > I'm essentially looking to create a graph, via Excel , in which the x

> > axis would be time and the y-axis would be the account's value.

> >

> > I don't see a method of doing this other than being very labor

> > intensive.

> >

> > I would appreciate your suggestions here.

> >

> I don't know about Quicken (I use Windows Q06 Dlx but am not an investment

> maven) but couldn't you just go to Yahoo or some such resource and download

> the historical prices, import into Excel and graph those?

> Your value, per dollar, would follow that shape wouldn't it?

> Just a thought.

> Geo.

Actually, no. I'm looking to chart the value over time of one or more
of my accounts, through which a large variety of securities have passed
over time along with dividends and the like. I'm looking to see how the
value of the account has varied over time in absolute dollar terms and
not just in terms of IRR for which there are predeterimened reports.

Posted by A Count on October 28, 2006, 1:07 pm

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>I am using Quicken 2006 for Mac and I would like to see if there is an

> easy method to extract the daily value of an account for every day

> since, say, 2002.

> I'm essentially looking to create a graph, via Excel , in which the x

> axis would be time and the y-axis would be the account's value.

> I don't see a method of doing this other than being very labor

> intensive.

Well, account value is affected by deposit and withdrawal and thus
deposit/withdrawal becomes confused with gain/loss which also affects
account value...It would be better to track unrealized gain/loss + realized
gain/loss.

Posted by John Pollard on October 28, 2006, 3:12 pm

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>I am using Quicken 2006 for Mac and I would like to see if

>there is an

> easy method to extract the daily value of an account for every

> day

> since, say, 2002.

> I'm essentially looking to create a graph, via Excel , in

> which the x

> axis would be time and the y-axis would be the account's

> value.

> I don't see a method of doing this other than being very labor

> intensive.

> I would appreciate your suggestions here.

I probably can't be of much help because I use the Windows
version of Quicken, but perhaps knowing what Quicken for Windows
can do will give you some perspective.

You can not do what you ask in Quicken for Windows.

But I suspect that the fact you are asking the question you are
asking is an indication that Q for the Mac can't do it either;
since, if it were possible, I think it would be relatively
simple to discover it.

The shortest reporting interval in Quicken for Windows is one
week. (For me that is more detail than I could ever use; I am
happy with reports at one month intervals).

And if I wanted to graph the value of my accounts at one week
intervals since 2002, I would have to create multiple Quicken
reports to export to Excel (because Quicken for Windows is
limited to 100 intervals in a report).

--
John Pollard
First initial underscore Last name at mchsi dot com
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