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Track Investment Holding Periods

If the stock market looks like it's headed for a correction and I decide to trim some of my holdings I'd like to quickly see totals for each security in each account that has been held for at least 12 months.

I track 6 brokerage portfolios for myself and family members. Each one only has 4 or 5 mutual funds in it but with frequent purchases during the year and dividend reinvestments there are more than 100 open positions all with different purchase dates. I'd like to create a view that would tell me exactly which purchases have been held at least 12 months for each position in each account. I use Quicken Basic 2005.

Reply to
Sara Li
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1.) Investing Center > Portfolio tab Customize any View to show "Holding period" and "Days to next period". I think the "Quotes" view is already customized that way. "Group by" "Accounts"; open each security in each account to view each "lot". 2.) Investing > Capital Gains Estimator
Reply to
John Pollard

Thanks for the response, John, but I can't seem to find a Capital Gains Estimator in Quicken 2005 Basic. As for your suggestion in step 1, I can already "see" the lots that are long term but Quicken is not offering a way to total them. I have to add them manually to know exactly how many shares (including all those annoying hundredths of a share) that I could sell. This could be very time consuming and prone to errors so I was hoping Quicken could do this automatically. Any other ideas?

Reply to
Sara Li

Reply to
Charlie K

Sorry, I forgot to check your Quicken version. Capital Gains Estimator is only available in Deluxe versions and higher.

As for the Portfolio tab: I would create a "view" just for the purpose. Exclude unwanted accounts (Retirement accounts, for example); unwanted securities (MM funds, for example); and with just the columns that might be useful for the exercise.

Then open every account and security in the View and Print the Portfolio View to a tab delimited file; then open it in Excel, delete any rows you don't need, and get your totals there.

Reply to
John Pollard

Also, if you want a quick and dirty subtotal of shares owned for one year or more, change the Portfolio tab "As of" date to one year ago.

Reply to
John Pollard

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