Investing report by Industry Category

Question

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

danielmike · Answer

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.

Jim_Harman · Answer

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.