New User Question (Investing in Q Mac)

GMamlet

Hey, folks, I haven't been back on Quicken since probably 1999 or so. Trying it again specifically for stock portfolio management. I just downloaded it today, and I'm trying to organize my portfolio according to how I think of it:

+ portion focused on growth, with a fair bit of risk;

+ portion focused on dividends, with negligible risk;

+ portion focused on modest growth, with moderate risk.

I like to look at each part of the portfolio separately, since there are separate goals for each. How do I do that with Quicken?

jacobs

@GMamlet You can't customize the Portfolio by your own criteria. You can set the Portfolio view to show value and performance by security if you wish, but then you won't see it by account. If you want to slice it both ways, you might consider setting the Portfolio view to By Account, then export as a CSV file. The resulting file will show each account, and the securities within each account. You can then manipulate/sort/group the data however you want.

Jon

You can do that on the Portfolio Dashboard. Here I have just two of my brokerage accounts selected and I'm looking at the performance view:

You can do this by opening the Account pulldown and clicking on each of the accounts to include:

In this particular case I started by selecting the Brokerage account group so only accounts in that group are in the list, but if I selected the Investment account group I could also bring in retirement accounts.

GMamlet

Thanks, Jon! Unfortunately, my brokerage accounts each have some of the holdings for each of my different portfolios.

Is it possible to categorize or tag individual holdings, and then filter for each category or tab in the display?

jacobs

@GMamlet You can't customize the Portfolio by your own criteria. You can set the Portfolio view to show value and performance by security if you wish, but then you won't see it by account. If you want to slice it both ways, you might consider setting the Portfolio view to By Account, then export as a CSV file. The resulting file will show each account, and the securities within each account. You can then manipulate/sort/group the data however you want.