Fidelity "Basket Portfolios"
Quicken Classic Premier V53.32 Windows 11.
I have subscribed to "Fidelity Basket Portfolios" and purchased 13 stocks for the Basket. Those 13 transactions then appeared in Quicken, ready to be downloaded individually into my Fidelity IRA portfolio. I'm not interested in each transaction in my Quicken portfolio as I can track that on Fidelity's website.
I would like to consolidate all 13 of those transactions into my own "Quicken Basket". Is that possible??
Answers
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If there's nothing else that you want to track in that IRA … look into converting the account to "Simple Tracking"
Tools, Account List, click on the EDIT button next to the account name and click the "Simple - positions only" radio button.
The account then becomes your "basket"
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Thank you NotACPA,
The IRA is the largest and most important of my investment accounts. That solution would be too drastic.
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Sorry, but there's no concept in Q of a "basket of securities".
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
