Need More Investment Asset Classes! (1 Merged)

Quicken Community

Allow more investment classes than what's listed (Large Cap/Small Cap/Bonds, etc.)  These investment classes are holdovers from decades ago and do not reflect most investor's investment choices.  Make additional fields or allow user entered fields such as Emerging Market Bond, Gold, Commodities, International Large Cap, International Small Cap, REIT, etc.

Unknown

Need to be able to create our own fields!

Unknown

This reply was created from a merged topic originally titled MID CAP.


Please add Mid Cap as a stock asset class. I have seen other requests for this but no action so far. This is a basic category along with small and large cap and is used throughout the investment industry.

NotACPA

This reply was created from a merged topic originally titled Add Classes.


Bob,
We're other users ... and WE can't accommodate your request.

BUT, since you listed it as an IDEA, it's possible that the Q Development team will see your post and add that request to the queue of requested improvements.

Note: This conversation was created from a reply on: MID CAP.

apes

Now that we all pay a subscription there should be more flexibility. MSFT 365 has it. We need to make our own sector categories for stock, bond , commodity, options etc. Need ability to customize, stock, bond, REITS, preferreds, UTES, CEF

Ellary Kahan

I have seen many users requesting user defined asset classes. For Quicken to be useful to investors to use as a tool to re-balance their portfolios, all necessary asset classes are required. The Mid Cap asset class is one that is missing. Every financial institution designates those funds that are Mid cap. Given the price we pay for this product it certainly should not be missing an important and common asset class.
So, I am forced to use the Other asset class for Mid cap funds.
Please add this asset class. Or provide for custom asset classes.

jimxkennedy

Hello. Can we create new asset classes in Quicken 2020? Specifically, given the potential for inflation in the years to come, gold might be a good investment to move into. However, Q-2020 does not have an asset class for either gold or, more generally, precious metals. I would appreciate suggestions on how to incorporate gold into my portfolio.

Quicken_Tyka

Hello @jimxkennedy

Thank you for taking the time to visit the Community to post your question, although I apologize that this feature isn't currently offered.

I have moved your post to the ongoing Idea thread to add the ability to add more asset classes.

Be sure to navigate to the top of this post and click the up arrow to add your vote!

Ideas are reviewed by our development team to see what people would like to be available in the future.

Thank you,

-Quicken Tyka

Chris11

I would add two things to this:

1) Considering the large number of individual ideas here for asset classes and lack of standardization in the industry, the best way for Quicken to add this would be to allow people to add/edit their own asset classes.

2) We should also be able to categorize and run reports on our portfolios based on industry sectors. There are 11 broad sectors defined in the investment world (see: https://www.msci.com/gics) but as with #1, it would probably be best if Quicken allowed users to edit their own.

This is a feature that Quicken should have added many, many years ago.

Jim_Harman

1) You will find that the latest version of Quicken 30.10 supports 10 additional user definable asset classes. Thanks, Quicken!

2) Have you considered using the Investing Goal field to track industry sectors? Those are user definable.

LDC

10 user defined classes is not enough. Please add more asset class fields for us. I would like to have many more

Jim_Harman

Can you give an example of how you would use additional asset classes? There may be another way to do what you want.