Market Value, Cost Basis, and Gain/Loss Not Showing Any Values for Lots

For some investment categories in Quicken, it is possible to use Average cost on the Lots instead of showing the Market Value, Cost Basis and Gain/Loss.

To see these values in Quicken, please follow the steps below:

  1. Select the Investing menu and select Security List. The Security List window opens.
  2. Select the name of the security, and the select the  Edit option at the top of the Security List window. The Edit Security Details window opens.
  3. Clear Average cost checkbox, and then click OK.

Search Support:

Search form

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