Home Quicken for Windows Product Ideas - Quicken for Windows Investments (Windows)
Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Asset Class pie chart and numeric table order

Jim_HarmanJim_Harman SuperUser ✭✭✭✭✭
edited August 2019 in Investments (Windows)
One of the annoying little problems in QWin for many years has been the order of the sectors in the asset allocation pie charts.

It is OK that the sectors of the side by side charts comparing the actual allocation to the target proceed counterclockwise from 3:00, but the charts and the corresponding table would be much more useful if the chart sectors and the table rows were all in the same order. 

This also applies to the table and charts in the otherwise very useful Portfolio Rebalancer window. They should ALL be in the same order. And while you are reordering things, I suggest you put all the stocks and all the bonds together, as in the Portfolio Rebalancer table.

Please vote for this post if you agree, and hopefully the developers will add it to their list.
-- Jim QWin Premier subscription
2 votes

No Status · Last Updated


  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited January 2018
    Jim, can you post a screen capture showing the issue?
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Jim_HarmanJim_Harman SuperUser ✭✭✭✭✭
    edited November 2018
    Here is a screenshot that demonstrates the problem

    and the table at the top of the Portfolio Rebalancer is


    I think the order for both pies (counterclockwise from 3:00) and the table should be
    the same as the Portfolio rebalancer table.

    What is doing instead is showing the Target pie in the same order as the table below the pies but the Actual pie in largest to smallest order.
    -- Jim QWin Premier subscription
  • mistertheplaguemistertheplague Member ✭✭✭
    edited January 2018
    As an aside, your tilt in favor of small cap and global bonds is interesting.

    I agree that the mismatch between the pie charts is disorienting. Worse, there doesn't seem to be a logic to where the color slices land (like allocation proceeds clockwise in size from 12-3, e.g.)
  • Jim_HarmanJim_Harman SuperUser ✭✭✭✭✭
    edited November 2018
    It's not much of a small cap tilt; because Quicken doesn't have a midcap class, I lump small and mid together. The bottom two rows of Morningstar's style box is what I call small cap.

    And the global bonds are in line with Vanguard's recommendations, 20 % of bonds
    -- Jim QWin Premier subscription
Sign In or Register to comment.