Sector Analysis

tbf47

Does Quicken have any sector analysis tools for managing your investments?

Frankx

Hi @tbf47

You can use the "Portfolio X-Ray" feature to see your stock sectors as well as other portfolio analysis.  Effectively, it uses Morningstar's data to perform the "analysis".  It is somewhat limited but many users find that it is very useful.

To use it - just open the Investing Tab and click on click on "Portfolio X-Ray".

Let me know if you have any followups.

Frankx

Jim_Harman

I don't know what sort of sector analysis you are looking for, but the X-ray also shows your sector breakdown.

Frankx

Hi @tbf47

You can use the "Portfolio X-Ray" feature to see your stock sectors as well as other portfolio analysis.  Effectively, it uses Morningstar's data to perform the "analysis".  It is somewhat limited but many users find that it is very useful.

To use it - just open the Investing Tab and click on click on "Portfolio X-Ray".

Let me know if you have any followups.

Frankx

tbf47

Frankx thank for your reply. As you probably know, the Morningstar tool is an asset allocation report. I was hoping there was easy access to Financial sector analytic report. It seems like an easy plug in. Maybe you can send this up chain.

Thanks TJ

Jim_Harman

I don't know what sort of sector analysis you are looking for, but the X-ray also shows your sector breakdown.

tbf47

Jim, (and Frankx) Thank you. the information was there further down. Just what I needed. I have been using Quicken for 30 years or so, since DOS 5. It is always pleasant when you find nuggets.

steve.thompson00

What about Mac? No Portfolio X-ray for Quicken Premier for Mac?

Chris_QPW

steve.thompson00 said:

What about Mac? No Portfolio X-ray for Quicken Premier for Mac?

Currently, that is the case, Quicken Mac doesn't have the MorningStar Portfolio X-Ray feature.