Can I customize my asset classes?

Unknown
Unknown Member
edited November 2018 in Investing (Windows)
This is for Windows (via parallels)

Originally I had been hoping to customize my asset classes per security, because I have a pretty specific type of asset allocation in my portfolio (e.g. a certain percentage toward "small cap emerging markets" etc.), but I'm not sure if that is possible. Alternatively, I was wondering if there is any way to organize my securities in a way where I can essentially cluster them in groups or almost 'mini-portfolios', if only for purposes of viewing them that way in Quicken. (This would be across multiple brokerage accounts). 

Any help would be appreciated -- I can clarify more if necessary!!

Comments

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2018
    QWin Premier subscription
  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited September 2018
    To add to Jim's accurate answer, you can also set up a variety of portfolio vies. Each view can be individually customized for columns shown, and accounts and securities included. So you could have one view that showed all your small cap emerging securities, another for large cap Europe, etc. but also as Jim said, each security would be treated as 100%.



    Personally, I suspect I would try an export to Excel and do the breakdown there.



    HTH
  • Unknown
    Unknown Member
    edited October 2018
  • Unknown
    Unknown Member
    edited September 2018
  • Unknown
    Unknown Member
    edited September 2018
  • Unknown
    Unknown Member
    edited September 2018
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