geography as grouping

Rick B
Rick B Quicken Canada Subscription Member ✭✭
edited May 2023 in All Things Canadian (Windows)

Has anyone found a workaround to group and report on stocks by geaography while still maintaining the assett classes ?

Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    For Premier and up US users, the Portfolio X-Ray has a geographical breakdown. This is probably not available in Quicken Canada.

    Also each security has a user definable Investing Goal. You could set these to US, Canada, Europe, Asia Developed, etc. and assign one to each security if you want. You can group the Portfolio views, the Portfolio Value report, the Investing Performance Report, and other investing reports by Investing Goal.

    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    For Premier and up US users, the Portfolio X-Ray has a geographical breakdown. This is probably not available in Quicken Canada.

    Also each security has a user definable Investing Goal. You could set these to US, Canada, Europe, Asia Developed, etc. and assign one to each security if you want. You can group the Portfolio views, the Portfolio Value report, the Investing Performance Report, and other investing reports by Investing Goal.

    QWin Premier subscription
  • Rick B
    Rick B Quicken Canada Subscription Member ✭✭

    Thanks Jim

    That will work . I am retired , I was not using investing goals. Appreciate the help .

This discussion has been closed.

Categories