[edited] Tracking investments as a percentage

gen_george
Quicken Windows 2016 Member
Does Quicken track individual investments as a % of total portfolio value?
0
Best Answer
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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 (%)".
Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.
5
Answers
-
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 (%)".
Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.
5 -
If you haven't already, you may want to consider the Allocation by Security graph available on the Allocations view of the Investing tab.0
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