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I - have an asset allocation on quickens 2017 premier. I would like to try out a model portifio of e

unknown

I already have an asset allocation on quickens 2017 premier. I would like to try out a model portifio of etf and see the recommendation on quickbooks. How can I do that without affecting my current position

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q_lurker

You can create a separate file.

You may be able to create a separate account and set up that account as separate, not included in your net worth, etc. I am not sure if that account info can be sent to X-ray.

unknown

How can I set up a separate account?

q_lurker

How can I set up a separate account?

Edit the Account details for the account. Click the Display options tab. Check the "Keep this account separate" box. As I noted, I do not know specifically how this impact the XRay feature.