I used Quicken for years. I think Quicken’s Report is better than iBank. I focus on Investment. I hope that:
1) It should be able to input security price in the "Investment Acount report view”, as today’s price of the security. Although, you should still keep the securities view’s input as advance input method for modifying special day price and so on.
2) The “Account Value” graphic report of Investment Account should show a line of cost base combined with value bar. (Quicken does this). Of course, the Investment Summary Report also need this cost basis line.
3) In the Portfolio Report, if you add a graphic part that can be compared with some market index, (e.g. S&P 500, NASDAQ 100, etc.) then the user should be able to choose which index he would like to compare with.
Royerwang about Banktivity 5 (formerly iBank 5), v5.5