Investment Report

DOhalloran

I’d like to see an investment report that shows the following:

• Contributions
• Withdrawals
• Net Gain
• TWR

Coach Natalie

@DOhalloran, thanks for posting your suggestion to the Community!

Have you been able to take a look at the Investments: Balances and Investments: Performance features, by chance?

https://help.simplifimoney.com/en/articles/5624731-investing-balance-over-time

https://help.simplifimoney.com/en/articles/6542812-investing-performance-over-time

I know that Investments: Performance tracks TWR. If these current reporting features for Investments don't meet your needs, would you mind elaborating on what specifically your ideal report would look like and how it would be beneficial instead of or in addition to what Quicken Simplifi currently offers?

We look forward to your reply!

-Coach Natalie