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Quicken needs both cost basis/amount invested and market price (historical and/or current) information to perform investment calculations. Performance measures such as gain (realized and unrealized) and average annual return (IRR) will not be accurate if this information is missing.

If you're currently in the process of setting up your investments in Quicken, or if you want to track only your holdings and don't need detailed performance analysis or tax tracking, then incomplete information and placeholder entries are not a problem.

It's important to be clear that certain performance and tax calculations are not to be considered reliable unless Quicken can work with complete and accurate historical information.

What can I do?

Notes

  • How are holding periods affected when information is missing?
  • When should I add missing information to a placeholder entry?