Asset Allocation Categories

Diver42420

I'd like to see a simpler view of my asset allocation and pie chart. Does it have to break it down into large-cap and small-cap? I'd like to just see US stocks, US bonds, Intl Stocks, Intl bonds, and cash. Any way to do that?

Jim_Harman

Unfortunately there is no way to get Quicken to combine asset classes.

However if you want to break down your portfolio into just 4 asset classes, you can set the allocations manually for each of your securities and only assign the classes that are meaningful to you. You will be stuck with Quicken's names for the classes though.

Or you can export the Investing > Asset Allocation report to Excel and combine the asset classes there. [edited]

Jim_Harman

Unfortunately there is no way to get Quicken to combine asset classes.

However if you want to break down your portfolio into just 4 asset classes, you can set the allocations manually for each of your securities and only assign the classes that are meaningful to you. You will be stuck with Quicken's names for the classes though.

Or you can export the Investing > Asset Allocation report to Excel and combine the asset classes there. [edited]