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Does Quicken have a "Retirement Fee Analyzer" like "[removed]" ?

jonahcraig

A friend sent me a screen shot of his program but I can not see anything like it in Quicken

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Accepted answers

Jim_Harman

The closest feature in Quicken would be the fee analysis section of the Portfolio X-Ray (provided by Morningstar, Premier only). You can select the accounts and securities to include in the analysis.

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GeoffG

Quicken has nothing to compare with PC's Retirement Fee Analyzer.

Jim_Harman

The closest feature in Quicken would be the fee analysis section of the Portfolio X-Ray (provided by Morningstar, Premier only). You can select the accounts and securities to include in the analysis.

Jim_Harman

It would certainly be nice if Quicken's Portfolio views included expense ratio % and $ columns for mutual fund and ETF holdings.

The expense ratio data is already included in the quote feed, it is just not displayed anywhere in Quicken.