[SSLance]

I like to look at my numbers too, it's not work for me, it's more like therapy.

One trap I have caught myself doing in Quicken (where I keep all of my investment records) when a dividend is reinvested, is shows as an add on to the cost basis...which is technically correct, but if you are just looking at a portfolio value report with a cost basis and a market value column, both can be going up at the same rate and it looks like you are just spinning your wheels.

You have to run a return on investment report and customize it to show the actual return for the periods and accounts or securities you want to review. This will calculate the ROI on not only the income reinvested but also any additions or subtractions you have made to the account during the set period.

Once you get the hang of running the specific reports, and find the ones you like you can save them and click on them to review any time you want.