Overview
Want to know how well your investments are performing? The Performance Over Time feature lets you track investment returns over time and view performance for individual accounts or your entire portfolio. You can also compare different date ranges to see how your investments have changed and grown.
Note: Performance values depend on the successful aggregation of your accounts and holdings.
Using Performance Over Time
With the Investing Performance Over Time feature, you can easily track the TWR (time-weighted rate of return) and the IRR (internal rate of return) for your investments! TWR measures the compounded rate of return for your investments over time and does not take cash moving in and out of the account into consideration. IRR measures the return between two dates and does take cash moving in and out of the account into consideration.
Access Performance Over Time
Tap the Menu (three-line icon).
Select Investments.
Tap the Performance tab.
Filter the Performance Over Time View
You can filter the Performance tab to individual accounts and a specific time range, anywhere from the last 30 days to a custom range of your choosing.
Once you've accessed the Performance tab, you can filter by using the drop-down menus at the top of the graph.
Note: If you see an Insufficient Data message, it means there isn't enough data available for the selected date range to show performance stats.
If you're looking for steps specific to the web app, please see our article Investing: Performance Over Time.
If you have any questions or need help using the investment features in Quicken Simplifi, reach out to our support team. Or start a live chat by tapping on the blue messenger icon in the bottom-right corner of the screen.