Some time ago, Quicken added the ability to define and use custom asset classes for investments/securities. While this was an important and highly desired improvement, the necessary additional improvements to the portfolio rebalancing features have yet to be made.
Problem #1: In the asset allocation donut charts, Quicken uses the colour black for all custom asset classes, rendering the donut charts virtually useless. Which black is which black - if you follow me - in the image below?
Problem #2: The custom asset classes are not included in the Rebalancing view/tool. In the image below, "Canadian Equity - Lrg Cap" and "Canadian Equity - Sml/Med Cap" are custom asset classes. They are missing from the rebalancing table !
Idea #1: Quicken should further enhance this functionality so that there is at least one level of roll-up hierarchy where, for example, "Canadian Equity - Lrg Cap" could be defined to be a subset of "Canadian Equity". Another example is "Domestic Bonds" and "Global Bonds" could be subsets of "Bonds".
At a minimum, I'd very much like to see Problem #2 fixed as that problem greatly limits the functionality and usefulness of the portfolio balancing feature, forcing me to do manual calculations outside of Quicken. I'm not a big fan of donut charts, so fixing problem #1 is a nice to have from my perspective. Implementing the idea would significantly improve the flexibility and power of the rebalancing feature.
