Quicken Classic for Mac helps you monitor your investment performance by showing daily market changes in the Calendar. This feature gives you a clear snapshot of how your holdings are doing each day based on downloaded price updates.
The Calendar displays:
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A percentage gain or loss for your current holdings each weekday
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An up or down arrow to indicate direction
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A popup summary of gains and losses per security when clicked
These changes help you quickly assess daily market movement without opening a full report.
How to turn on investment changes in the Calendar
To display daily investment changes:
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Click the Calendars tab in the top navigation bar
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In the Calendar window, click the Settings (gear icon) in the top-right corner
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Check Show Investment Changes
You can view all investment accounts together or isolate a single account for closer tracking.
How to view investment details for a day
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In the Calendar, locate a date with a displayed percentage change
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Click the percentage value to open the gain/loss summary
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The popup shows your current holdings grouped into:
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Gains – Securities that increased in value
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Losses – Securities that declined
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Unchanged – Securities with no price movement that day
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Each security is listed by name, ticker, and dollar change in value.
This breakdown is view-only and reflects pricing from the most recent quote download.
What appears in the Calendar
When investment changes are enabled:
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Each weekday displays the percentage change in value for your current holdings
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A green up arrow indicates a net gain; a red down arrow indicates a net loss
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These changes are calculated using the latest downloaded quotes for the securities you still hold
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Sold securities and cash balances are not included in the percentage change
Example 1: Price gain or loss
If you own one share of a stock priced at $100, and the price rises to $125:
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The Calendar will show +25% with a green up arrow
If that same stock drops to $50:
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The Calendar will show –50% with a red down arrow
This reflects only the change in your held securities.
Example 2: Why cash is excluded
If you hold one share of ABC Corp at $100 and have $10,000 in cash in the same investment account:
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If ABC drops to $75, the Calendar shows –25%, reflecting only the change in the holding
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While the account’s total value dropped by only 0.25%, that is not shown—cash is excluded
This allows you to focus on your investments’ market performance, not your overall account balance.
Example 3: Selling part of a position
If you own two shares of a stock and sell one:
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The next day’s holding value has been halved
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If the price drops, the Calendar may show a –50% investment change, even though your cash balance rose
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The account as a whole may have lost very little—but the investment day change reflects only the remaining holding
Additional notes
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Investment changes only appear on weekdays when updated price quotes are available
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Weekends and market holidays do not show changes
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This feature does not include cash, pending transactions, or scheduled activity
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All values are based on the current holdings in your selected investment accounts