Investment Performance - how is it calculated

simpli_struggle

How does Simplifi calculate the data shown on Performance tab for Investment accounts? I have 2 stock trades and some cash in my account. One closed position in profit, another is still open but is profitable.

BUT Simplifi shows negative percentage returns. What gives?

DannyB

@simpli_struggle

It's hard to know exactly what you are trying to describe. A screenshot would be helpful to visualize what you are seeing.

Anyway, Quicken Simplifi's Investment feature has been and I think continues to be a work-in-progress and will have moments of instability.

The performance is a time period calculation and will vary based on the time period you have selected. I'm looking at a group of my investment accounts and these are my results based on different time horizons:

• 30 Days = +0.60
• 60 Days = -1.62
• 90 Days = +0.02
• YTD + -0.60
• Dec 1 to today = +2.71
• etc.

Try using these menus to experiment with different accounts and time periods to see if that makes a difference.