About Key Investment Performance Calculations Used in Quicken

  • Average annual return (IRR)
  • Amount invested
  • Cost basis
  • Return
  • Return on investment (ROI)


Additional Portfolio performance metrics (column headings) are defined in the in-product help glossary.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.