Customizable Categories for Tagging Investment Holdings

ym9415
ym9415 Quicken Windows Subscription Member ✭✭
in Investing (Windows)

I'd like to be able to create custom buckets of investment tags that could use the "Group By" in the Investing > Portfolio View. This would allow for user configured Industries or Groupings.

For Instance, one grouping for MAG7 stocks, Other Tech, ETFs, Fixed Income, Utilities

User defined Groupings for Industry (not the ones that Quicken tags — why are Apple and Del tagged as "Communication Equipment"?, QQQ, SPY ETFs tagged as "Unknown") - these Industry groupings should be configurable.

Add any other Configurable groupings that people can tag their own way (Company HQs by State? — whatever some one dreams up of)

Comments

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited February 5

    Unfortunately Quicken's Tags can only be used with transactions, not with accounts or securities.

    However there is a user definable Investing Goal that you can set for each security.

    QWin Premier subscription
  • ym9415
    ym9415 Quicken Windows Subscription Member ✭✭

    Thanks - I made the Investing Goal section work for Industry Sectors. The non-configurable Industry labels don't really work if you're trying to look at sectors of your portfolio.

Categories