Greetings, I've been using Q 2007 Premier for a month or so on Windows Xp SRP2 with all updates after updating from 2004.
I want to see the performance of my portfolio but there is a small privately owned stock I wish to exclude. When I hit the button for "Choose Securities" and uncheck the small privately owned stock, it still appears in the Average Annual Return (as do many other old accounts with zero balance that are also unchecked). The CFO of this company states the value of the stock has sky rocketed and I dutifully recorded it as an historical price estimate. But I doubt I can sell it for that price and don't want to have it effect my average annual return. I still want to track this stock, just not include it in my calculation of average annual return. How do I persuade Quicken 2007 to do what I want?
TIA, Tom