Investing report by Industry Category

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danielmike
danielmike Member ✭✭
edited December 2023 in Reports (Windows)

Using Quicken Classic Deluxe version R53.16 with all latest updates. Love the feature on Home tab under Investments where I can see my investments graphed by Asset Type; Allocation by Account; and Allocation by Security.

I would love to see another graph of Allocation by Industry Category. This would enable me to insure I'm not over-allocated to any particular industry…i.e. Drug Manufacturer; REIT; Tobacco; Oil & Gas; Banks; Asset Management; Utilities, etc…

Thanks in advance,

Mike

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Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited November 2023
    Options

    You can display but not print a graph by industry in Premier and up using the Investing > Portfolio X-ray.

    This only includes publicly traded securities that are in Morningstar's database.

    QWin Premier subscription
  • danielmike
    danielmike Member ✭✭
    Options

    ok thanks…$30 more a year is cheap but not sure why this graph is not available in Deluxe version. This would be a feature request.

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