How do I view ROI in the Portfolio window


Return on investment, or ROI, is defined as dollars returned divided by dollars invested. ROI indicates how well a security has performed. You can customize the Portfolio window to display ROI for every security you track in Quicken.

  1. Click the Investing tab.
  2. If necessary, click the Portfolio button at the top of the page.
  3. Click Options and choose Customize current view.
  4. Use the fields in the Customize Current View dialog to add ROI to your current view.

Notes

Quicken relies on accurate and complete data to derive reliable performance measures. To view certain performance measures, it may be necessary first to replace placeholder entries with complete historical data.

For an expanded definition of return on investment (ROI), see Understand the investment performance calculations used in Quicken.

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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.