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Quicken Classic for Windows
Investing (Windows)
Asset Allocation chart based on Industry
ssllii
The Asset Allocation chart based on Investment Class is not very useful for me, I would like a stock Asset Allocation chart based on Industry type. Is there a way to instantiate that?
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q_lurker
Not directly and not as a chart as far as I know.
In a portfolio view, you can group by industry and you can also include a column for Market Value % (what % does this security represent of the overall selected portfolio).
Personally, I find that industry breakdown too granular, too many groups, to be useful. There is also no user control available and IMO too many in the 'Unknown' group.
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