Investment Performance - how is it calculated
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?
Best Answer
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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.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0