Index Securities

John_M

I was trying to delete some of the default indices (e.g., Dow Jones 15 Utilities) that have no direct relevance to my portfolio. It said "Unable to Delete Index - Index securities cannot be deleted." I discovered that if I edited the index security and changed the Type from "Index" to "Other" that I could then delete the unneeded index.

However, that got me wondering about what purpose indices serve in QM. Can you overlay them against a fund or portfolio? It would be really nice to create a model portfolio of indices based on a strategic asset allocation and then compare its returns against my actual portfolio.

smayer97

Meanwhile, you can add your VOTE to Provide ability to add STOCK INDICES to Investing's "Portfolio" (graph) view and see performance of market index such as DJI.

First, click on each underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THAT feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

(If the triangle is a solid black, your vote has been registered.)

Your VOTES matter!

NotACPA

You can display them in your Portfolio View to see how your portfolio performed vs. the Index.

jacobs

@NotACPA  Nope, not in Quicken Mac.

smayer97

Meanwhile, you can add your VOTE to Provide ability to add STOCK INDICES to Investing's "Portfolio" (graph) view and see performance of market index such as DJI.

First, click on each underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THAT feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

(If the triangle is a solid black, your vote has been registered.)

Your VOTES matter!

John_M

Voted. Thanks for the links.