Consistent Ordering in the Asset Allocation Chart

RogiQ
RogiQ Quicken Windows Subscription Member

It would be helpful if the asset order was consistent between the "Actual" and "Target" pie charts in Investing > Allocations > Asset Allocation.

Right now, you have to do a some mental acrobatics to reorder the assets when comparing the charts.

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The "Actual" chart doesn’t appear to follow the order shown in the allocation table:

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Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 2025

    re: Target circular graph vs. allocation table. If you start at 12 o'clock and work clockwise, the 2 seem to match exactly, other than the "Other Asset class" probably being too small to be seen, if present at all.

    And the Actual circular graph seems to be organized by the quantity that you hold, again starting at 12 o'clock and working clockwise.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 2025

    I agree that this is an annoying problem.

    This has been an issue since at least 2018. For the Target allocation, the doughnut slices are in the same order as the allocation chart, going clockwise from 12:00. The slices in the Actual chart are also clockwise starting from 12:00, but they are in largest to smallest order.

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