Asset Allocation chart based on Industry

ssllii
ssllii Member ✭✭✭
in Investing (Windows)
The Asset Allocation chart based on Investment Class is not very useful for me, I would like a stock Asset Allocation chart based on Industry type. Is there a way to instantiate that?

Answers

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Not directly and not as a chart as far as I know.

    In a portfolio view, you can group by industry and you can also include a column for Market Value % (what % does this security represent of the overall selected portfolio). 

    Personally, I find that industry breakdown too granular, too many groups, to be useful.  There is also no user control available and IMO too many in the 'Unknown' group.   

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