View daily investment changes

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:

• A percentage gain or loss for your current holdings each weekday

• An up or down arrow to indicate direction

• 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:

1. Click the Calendars tab in the top navigation bar

2. In the Calendar window, click the Settings (gear icon) in the top-right corner

3. 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

1. In the Calendar, locate a date with a displayed percentage change

2. Click the percentage value to open the gain/loss summary

3. The popup shows your current holdings grouped into:

   • Gains – Securities that increased in value

   • Losses – Securities that declined

   • Unchanged – Securities with no price movement that day

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:

• Each weekday displays the percentage change in value for your current holdings

• A green up arrow indicates a net gain; a red down arrow indicates a net loss

• These changes are calculated using the latest downloaded quotes for the securities you still hold

• 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:

• The Calendar will show +25% with a green up arrow

If that same stock drops to $50:

• 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:

• If ABC drops to $75, the Calendar shows –25%, reflecting only the change in the holding

• 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:

• The next day’s holding value has been halved

• If the price drops, the Calendar may show a –50% investment change, even though your cash balance rose

• The account as a whole may have lost very little—but the investment day change reflects only the remaining holding

Additional notes

• Investment changes only appear on weekdays when updated price quotes are available

• Weekends and market holidays do not show changes

• This feature does not include cash, pending transactions, or scheduled activity

• All values are based on the current holdings in your selected investment accounts