Quicken for Mac Portfolio Time Machine (As of Date): Overview and Getting Started

 

About Portfolio Time Machine (As of Date)

A powerful new feature in Quicken for Mac is the ability to change the date of your portfolio so you can go “back in time” to see your holdings and market value for any date in the past.

Use this feature to reconcile a brokerage statement against the holdings and values being tracked in Quicken. Change the date to see how well you were doing at a previous time to help inform future investing strategies. The Portfolio Time Machine feature helps you take advantage of the historical data stored in Quicken to quickly see a snap shot of your portfolio for any date that you have investment transactions.

 

Using Portfolio Time Machine

In the Portfolio View of any investment account there’s a date field on the filter bar.

               Quicken for Mac Portfolio Time Machine (As of Date): Overview and Getting Started

By default this will be today’s date which means you’re seeing holdings and values based on today. Change this date and the portfolio view will update to show you holdings and values based on the new date.

 

Tips

Clicking the Quicken for Mac Portfolio Time Machine (As of Date): Overview and Getting Startedbutton will automatically reset the date to today’s date.
You can also quickly get back to today by clicking on the Today button in the calendar.

 

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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.