Force Same colors for same asset classes across multiple investment charts

parulsaxena999
parulsaxena999 Quicken Windows Subscription Member ✭✭
edited March 20 in Investing (Windows)

In my home page, I have created several asset allocation pie charts and Portfolio Value Graphs by Asset Class (for each of several investment accounts and their combinations). Each chart uses a different color scheme, making it very hard to look across multiple accounts! How can I ensure that the same color scheme is used across multiple asset allocation charts.

Also is there a way to attach a heading to each chart?

My setup: Classic Quicken R66.23 build 27.1.66.23 on Windows 11

All ideas to make graphs and charts for multiple investment accounts the same are welcome.

Tagged:

Comments

  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭

    I am afraid your goal cannot be realized. I believe the order of the chart colors are by value within the given set, not by asset class. So the only way to have the same color for asset classes in different accounts is if the asset has the same relative value across accounts.

    For example:

    account 123 has asset A for $50k and asset B for $25k

    account 456 has asset A for $100k and asset B for $50k

    chart colors by asset will be the same

    But if:

    account 123 has asset A for $50k and asset B for $25k

    account 456 has asset A for $50k and asset B for $100k

    chart colors by asset will be the different

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @parulsaxena999,

    Great question, and @mshiggins is correct here.

    At this time, there isn’t currently a way to force the same asset class to use the same color across multiple charts.

    If this is something you’d find helpful, I recommend creating an Idea post in the Community. That allows other users to vote on it, and gives our development team visibility into the demand for consistent color mapping and additional chart customization.

    Thank you for taking the time to share your feedback!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

Categories