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Need More Investment Classes!

UnknownUnknown Member
edited August 2019 in Investments (Windows)
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.
5 votes

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  • UnknownUnknown Member
    edited February 2017
    Need to be able to create our own fields!
  • UnknownUnknown Member
    edited January 2018
    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.
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    edited October 2018
    This reply was created from a merged topic originally titled Add Classes.

    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.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • apesapes Member
    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
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