Re: Investment Portfolio Report Broken?

On 05/19/24 2:03 PM, [email protected] wrote:

> I need to send out to various people 
> Investment Portfolio Value Reports

I'm assuming you're referring to the report that can
be generated from the Investing > Portfolio screen

> I am not sure which version destroyed the report  > BUT now it shows closed securities which makes > the report worthless.

I don't think there is anything wrong with the report.

> Anyone know the last version the report worked on so I  > can use that to get the reports

> or any way to filter out the not currently held
> securities?

To filter out closed lots, click the "Options" gear-wheel
icon in the upper right of the Portfolio display and uncheck
"Show closed lots".

That option has been in Quicken since at least Q2004 -
for twenty years at least.

It does appear that some new releases of Quicken have altered
settings in Quicken, something that should not happen.
But it does not seem to happen to everyone: I'm using R565.9
and my Portfolio closed lot option has never been changed by
any new release.