The above doesn't include bank accounts (cash, cd's, mm's, etc.). There is a "cash" category. But it is not fully inclusive—only what's in investment accounts. Is there a tool that fully reflects complete holdings all across the board? Thanks.
Ed
Also note that the X-Ray analysis only includes cash, publicly traded stocks, mutual funds, and ETFs that have valid ticker symbols and are in your investment accounts, not any individual bonds or nonpublic securities you may hold, such as those often held by 401(k) plans.
Quicken assumes that any money in Banking accounts is "spending" money and not investments.
If you are happy with Quicken's asset classes and allocations, you can use the Investing > Allocations page to see the combined allocation of all your investment holdings, or you can get more details from the Investing > Investment Asset Allocation report.
If you want to include some or all of the the money in your Banking accounts in the analysis, you could make a Separate offline investing account and and set its cash balance to the amount you want to include in your allocation. You would have to customize the Allocation report to include the separate Cash account.
I cannot get to my investments and their current value.
