Create and use investment reports in Quicken 2007 for Mac


Learn how to create and work with investment reports in Quicken 2007 for Mac.

  1. Choose Activities > Reports & Graphs > Reports.
  2. Click Investment tab.
  3. Select a template for the report you want to create.
  4. If you choose, change the date range in the Date field pop-up for the transactions to be included in the report.
  5. Click Create.

Choose the right investment report

Choosing the right investment report

To answer the question "What return am I getting on my investments?," Quicken offers two measurements:

  • Return on investment (ROI)
  • Internal rate of return (IRR)

ROI takes account of the current market price and includes previous sales of the security and income received from the security.

ROI is generally viewed as a guide to performance and not a precise analysis. For example, it doesn't take timing of purchases and sales into account. To see a more exact calculation of performance, generate an investment performance report to find the average annual total return, or IRR.

The IRR takes into account money earned by the investment (interest, dividends, capital gains distributions) as well as changes in share price. Since it's an annual rate, it acts like a bank interest rate that compounds annually.

IRR depends on the date range you have set for the report.

IRR depends on the amount of time it takes for the investment to grow to its value at the end of the time period. An investment that earns no income and doubles in five years has a higher average annual total return than one that doubles in ten years. ROI, on the other hand, is 100% in both cases.

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