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Quicken Classic for Windows
Investing (Windows)
Does Quicken for Windows have a hypothetical portfolio tool?
tbf47
Does Quicken have a tool to back test investment portfolio ideas?
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Tom Young
No, it does not. That's well beyond the scope of a retail-level personal accounting program.
Quicken has added to its investment-related kit of tools over the years (it started out as a "checkbook" program) but nothing approaches what you're asking for and tools like that call for considerable horsepower, programmatically.
I guess you could take your file, copy it - maybe several times - and test out a few different scenarios by deleting transactions and adding other transactions, but that could be labor-intensive, and maybe less than satisfactory.
Jim_Harman
You can set up a manual investing account and mark it Separate so it doesn't affect your real results. The Return (%) columns use downloaded performance data and include reinvested dividends.
Chris_QPW
My answer would be a bit different than
@Tom Young
's, and would start with a question.
Are the current portfolio view values and investment reports good enough to get the information you seek for a real portfolio?
Because it is certainly possible to create a
hypothetical
portfolio in Quicken, the real question is if Quicken has tools to do the analysis that you want, and you have not specified what analysis you want to perform.
[Deleted User]
@tbf47
- Have you looked at "Tools" in the "Investments" tab?
I didn't see where you mentioned what Quicken version you have, but this investment tool list is from Quicken Premier.
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