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How do I run a report by investment security category?

Yvonne Member ✭✭
edited October 2018 in Investing (Windows)
i want a report of my investments by security category, e.g., large cap value, inflation-protected bond, etc. This is not the same as asset class, which is quite limited in quicken.  Q2016 Rental Property Mgr, Windows 10


  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    edited October 2018
    Reports, Investing, Investment Asset Allocation
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Yvonne
    Yvonne Member ✭✭
    edited October 2016
    No, that report is grouped by Q's limited set of asset classes, not the security category.
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited March 2017
    There are many columns of investment data that can be added to Portfolio views.

    Portfolio views can be "printed" to a tab delimited text file which can be opened in Excel.

    You should be able to get a wide variety of investment "category" reports using Portfolio views "printed" to tab delimited text files.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
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