Track Investment Holding Periods

Dec 29, 2006 5 Replies

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.


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

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?

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.

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.

Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required