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How can I use Quicken to identify the quantity of specific stocks included in mutual funds?

Unknown
Unknown Member
edited May 2018 in Investing (Windows)
I have both mutual funds and specific stocks. I would like a program to identify which specific stocks are owned by the funds and include them in an analysis of my overall portfolio to look for excessive duplication.

Comments

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    edited May 2018
    Quicken is not able to process that depth of information.  It will monitor that X% of the MF is invested in Large Cap, Y% is Small Cap and several other asset classes, but it does not have the information at hand to isolate specific companies.
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