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Is it mandatory to link shares to an account

I have shares managed by another person. I wish to track this portfolio without linking them to an account (so no cash balance necessary). Just number of shares and price per share so that the resulting assets can be added to my net worth reports. Is this possible, or does Quicken force you to add a cash account when monitoring shares? Many thanks

Best Answers


  • Mark Willis
    Mark Willis Member ✭✭
    With thanks to all three superusers who answered my question so quickly. Mark
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