Re: Investment Portfolio Report Broken?

On 05/20/24 1:45 PM, [email protected] wrote:
> tHANKS FOR REPLY
> 
> I am talking about:
> 
> Reports Menu
> Investing/Potfolia Value

Sorry, I forgot that Quicken added the Show Lots button to that report.

> The report that comes up always showed actual current holdings as
> porfolio value

I've never shown lots on that report, so I can't comment on any
possible changes.

> It is now showing all ever owned lots instead of the expected current
> holdings
> 
> Not talking about portfolio tab, this is strictly the reports section.
> I was told on regular forums it was a known issue BUT 


I only see a few > posts and no eveidence it is being fixed ...

It's unlikely that you will get any evidence.


You should be able to produce an equivalent report with no
closed lots showing from the Investing > Portfolio screen.

Use File > Print Portfolio (or CTRL+p) to print it.