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These are the asset classes Quicken uses.

Asset ClassDescription
Large Cap StocksStocks of U.S. companies that have a market
capitalization of $4.0 billion or more.
Small Cap StocksStocks of U.S. companies that have a market
capitalization of under $4.0 billion.
International StocksPublicly traded stocks of companies based in
countries other than the U.S.
Domestic BondsGovernment or corporate bonds issued in the U.S.
Cash & Money MarketStable, short-term investments that provide
income that rises and falls with short-term interest
rates.
OtherInvestments that cannot be classified as any of
the above.


Add a custom asset class

In addition to Quicken's defined asset classes, you can add up to ten custom asset classes.

  1. Open your Security List (CTRL+Y).
  2. Select the stock you want to assign a custom security type to.
  3. Select Edit.
  4. Under Asset Class, select Customize.
  5. Rename any of the custom categories listed.
  6. Select Customize.  
    That asset will now be assigned to the custom Asset Class, and future Assets can also be assigned to that Asset Class.

    Quicken’s pre-defined asset classes cannot be edited.

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