geography as grouping

Rick B

Has anyone found a workaround to group and report on stocks by geaography while still maintaining the assett classes ?

Jim_Harman

For Premier and up US users, the Portfolio X-Ray has a geographical breakdown. This is probably not available in Quicken Canada.

Also each security has a user definable Investing Goal. You could set these to US, Canada, Europe, Asia Developed, etc. and assign one to each security if you want. You can group the Portfolio views, the Portfolio Value report, the Investing Performance Report, and other investing reports by Investing Goal.

Jim_Harman

For Premier and up US users, the Portfolio X-Ray has a geographical breakdown. This is probably not available in Quicken Canada.

Also each security has a user definable Investing Goal. You could set these to US, Canada, Europe, Asia Developed, etc. and assign one to each security if you want. You can group the Portfolio views, the Portfolio Value report, the Investing Performance Report, and other investing reports by Investing Goal.

Rick B

Thanks Jim

That will work . I am retired , I was not using investing goals. Appreciate the help .