Asset allocation by Security Type

Murali Narayanan
Murali Narayanan Member ✭✭✭
edited August 2019 in Investments (Windows)
Current asset allocation approach does not meet my needs. It is too constraining. I do asset allocation by Security Type and I have created my own security types. Currently, I export my portfolio using "Group by: Security Type" and use Excel to review my allocation. Wish I can do everything in Quicken itself.
10 votes

Implemented · Last Updated

The portfolio view can now be filtered by Asset Allocation and Security Type then customized further with the portfolio customize options.


  • BeDutch
    BeDutch Member ✭✭
    I have exactly the same problem, but not yet managed an excel solution like you have. The asset allocation/ security types are too US centric. It should be possible to rename some asset classes or add personalized asset classes/ security types, to make it more useful, particularly for non US clients
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