# Using Quicken Portfolio Analyzer

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edited August 2022
Is there any documentation that explains how Quicken calculates "expected return" and "expected risk"?

• Member ✭✭✭✭
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If you haven't already, you may want to review: https://help.quicken.com/display/WIN/Analyze+my+portfolio
• Member ✭✭
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I have reviewed the above and understand how the expected risk (st. dev. ) is calculated, I assume using a formula that takes into account the covariance between the assets in the portfolio. That brings us to the expected return. Again, I assume the expected return for the portfolio is calculated as the weighted expected return of the individual assets, the weights determined by the proportion of the portfolio taken by each asset. If so, then how are the expected returns of each asset determined? Again, is there a source that gives more detailed information on how these statistics are calculated. I am a statistician by training so am curious as to how this is being done.
• SuperUser ✭✭✭✭✭
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There is no published information on how Quicken determines the expected returns for each asset class, or whether or how often they are updated.

https://community.quicken.com/discussion/7876925/target-expected-rate-of-returns
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In the discussion it states, "this is calculated by Quicken and AFAIK". What is AFAIK?
• SuperUser ✭✭✭✭✭
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AFAIK = As far as I know
• Member ✭✭
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In the discussion it was indicated that, "A variety of good calculators are available online, or you can study the asset mix of your favorite target date fund to see what the experts currently recommend." I assume that there are calculators other than Quicken for determining both expected return and risk. What would be a good reference to use for locating such calculators.
• SuperUser ✭✭✭✭✭
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macjack39 said:
In the discussion it was indicated that, "A variety of good calculators are available online, or you can study the asset mix of your favorite target date fund to see what the experts currently recommend." I assume that there are calculators other than Quicken for determining both expected return and risk. What would be a good reference to use for locating such calculators.

You might start here

The Bogleheads website is run by a volunteer advocates of Jack Bogle, founder of Vanguard.
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• Member ✭✭✭✭
edited August 2022
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[Removed - Solicitation]
• SuperUser ✭✭✭✭✭
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Note that the "free" tools are capturing your personal information. Caveat emptor.
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• Member ✭✭
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The Bogleheads website is a great source of information. Thanks for making me aware of it. John Bogle is one of my heroes. I read a lot of his stuff before I got into investing back in the 90s.
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macjack39 said:
In the discussion it was indicated that, "A variety of good calculators are available online, or you can study the asset mix of your favorite target date fund to see what the experts currently recommend." I assume that there are calculators other than Quicken for determining both expected return and risk. What would be a good reference to use for locating such calculators.

You might start here