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Quicken Classic for Windows
Investing (Windows)
[edited] Tracking investments as a percentage
gen_george
Does Quicken track individual investments as a % of total portfolio value?
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Accepted answers
Rocket J Squirrel
Yes. In the Portfolio views, two of the available columns are "Market Value (%)" and "Amount Invested (%)".
Because of the way it is calculated, Amount Invested may be problematic if you have sold some, but not all, shares of a security. I haven't done the math for the percentage.
[EDIT] There is also "Cost Basis (%)".
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Rocket J Squirrel
Yes. In the Portfolio views, two of the available columns are "Market Value (%)" and "Amount Invested (%)".
Because of the way it is calculated, Amount Invested may be problematic if you have sold some, but not all, shares of a security. I haven't done the math for the percentage.
[EDIT] There is also "Cost Basis (%)".
Sherlock
If you haven't already, you may want to consider the
Allocation by Security
graph available on theĀ
Allocations
view of the
Investing
tab.
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