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Add a Custom Investment Strategy Field to Security Details

BigBlueSky57

Allow users to define their Investment Strategy tags & associated description and then assign that to a security. User's data entry window would be similar to Asset class window. (Example: DGI / Dividend Growth Investment, TDTT / Top Down Trend Investing, OpInv / Options Inventory, BCP / Bear Call Put, …)

Then, enhance existing reports to either screen for, or organize (subtotal) by Investment Strategy.

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Comments

Rocket J Squirrel

Isn't the existing, customizable, Investing Goal field exactly what you want?

Jim_Harman

Have you tried setting Investing Goals for securities?

You can define these and subtotal the Investing > Portfolio Value, Investment Performance, and other reports and also the Investing Portfolio views by Investing Goal.

BigBlueSky57

My configuration: Windows 11, Quicken Classic Business & Personal R54.16

I did find in the Investment reports where I can customize the report using "Investment Goal" selections. The current set is typical 30,000 foot level descriptors, not the investment strategy focus I wish to apply. All of my holdings were "No Goal" assignments.

Problem: I had difficulty where in Quicken I could 1) assign a Goal to a security and 2) add custom Goal names to the list of Goals.

Solution: Edit the "Security Details" information (Goals are behind the "Other Info" button. Not very obvious. Lots of button pushing before you get there.)

This worked as I was hoping for. Why Quicken would hide goals so deep in the Security is disappointing. Took me hours to find it. "Help" was not very helpful. But the community said there was a way. They just didn't light the path sufficiently.

Jim_Harman

II agree, the setup is not ready to find.