[edited] Tracking investments as a percentage

gen_george

Does Quicken track individual investments as a % of total portfolio value?

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 (%)".

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 the Allocations view of the Investing tab.