Insufficient Categories for Classifying Securities in Report

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6741bob
6741bob Quicken Canada Subscription Member ✭✭
in Errors and Troubleshooting (Windows)

Quicken currently offers 3 ways to classify securities in reports and views, by Type, by Asset Class and by Investing Goal. I need to view my portfolio by investing sector (Tech, Health, Financial, etc.).

Currently, there is no way to be able to do this properly. Quicken for Windows offers 10 custom asset classes but their are 11 sectors defined by the security industry (and there are sub-classes on each). The Asset Class field needs to be used as it is the only field that can classify a security by %. I have a number of ETFs, most of which span multiple sectors at different %'s.

I think at minimum, at least one custom asset class needs to be added but a few more would allow for defining some sub classes which some may find important. The Investing Goal and Security Type fields are sufficient for me to classify securities otherwise.

What do others think?

Comments

  • MarkW
    MarkW Quicken Windows Subscription Member ✭✭

    Have you tried the Portfolio X-Ray?

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