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[edited] Tracking investments as a percentage
gen_george
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, now using QWin Premier Subscription on Win10 Pro.5
Answers
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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, now using QWin Premier Subscription on Win10 Pro.5
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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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