Asset Allocation by Account

Question

I have several investment accounts, and each is visible on the investing tab with "Value" selected as a show option on Quicken Classic Deluxe (Ver R67.10, Build 27.1.67.10, Win 11). I'd like to have the investing tab display the asset allocation by account. Currently when I select from the show menu for "asset allocation", it takes every security from all accounts and creates a laundry list of all securities. I would like the asset allocation to display for each account in the same manner as I see it on my Schwab portal.

KPaisley · Answer

Thank you Jim I’ll give it try.

Jim_Harman · Answer

The asset allocation in the Investing > Portfolio views and when you click on Holdings when viewing an account is pretty crude. If you hold index funds or ETFs that hold more than one asset class, they will show as "Asset mixture."

On the Investing > Allocations page you can view the allocation one account at a time by selecting each account at the top.

For a more detailed picture of your allocations, go to the report at Reports > Investing > Investment asset allocation. Click the gear to customize and select one account at a time if you want it by account.

Unfortunately there is not a way in Quicken to see the allocation by account with all the accounts shown at the same time.