Performance for YTD, 1, 3 and 5 years can be added as columns to the Investing Portfolio view. When it says only H&B has 'Track cost basis and create capital gain/loss reports', that's wrong. I guess that's what Quicken's website means when it says only H&B has 'See how your returns compare to market averages' and 'Make better buy/sell decisions with market comparisons'. I can live without that since I can track performance with the Bogleheads Returns Spreadsheet and Excel's XIRR formula.

It used to display a portfolio value graph, value of $10k graph and investment return by account for 1, 3 and 5 years, and comparison to some market indices. What's missing in Deluxe that was in H&B is the Investing Performance tab. The Investing Allocation view is the same. The main Investing Portfolio view looks the same and still displays for each security the market value, cost basis, $ gain/loss, % gain/loss and average cost per share etc. It looks similar to the old version, but more complex under the hood, especially wrt Connected Services.ДЇirst, the investing capabilities that are confusing on the website are similar to what I had before.

So I moved from Quicken 2014 Home & Business to the latest Quicken Deluxe. Since my current version of Quicken is 5 years old, I decided to take one for the team and move to the new subscription version.

Quicken 2016 update r19.3