Portfolio Report Enhancement

mluck
mluck Quicken Windows Subscription Member
edited February 2024 in Product Enhancements

In the portfolio report, add an option, to the report, for securities by the Morningstar sectors as an option. This would help in the analysis of overall portfolio to market benchmarks based on a person's investing style.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If you have Premier or above, you can use the Portfoluo > Portfolio X-ray to see a report that breaks down your portfolio by sector.

    Note this only works for publicly traded securities that are in Morningstar's database.

    QWin Premier subscription
  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You can also customize a Portfolio View to show Mstar info about mutual funds & ETFs.

    mstarp.png

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You can also customize a Portfolio View to show Mstar info about mutual funds & ETFs.

    Note: For this to work as @Rocket J Squirrel has shown with regard to Morningstar ratings, the mutual fund and the ETF securities have to have the Security Type set to "Mutual Fund".

    Some four years ago I posted an idea to soften that limitation, but no action so far.

    https://community.quicken.com/discussion/7876107/morningstar-ratings-return-and-risk-8-merged-votes

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