These are the asset classes Quicken uses.
|Large Cap Stocks||Stocks of U.S. companies that have a market|
capitalization of $4.0 billion or more.
|Small Cap Stocks||Stocks of U.S. companies that have a market|
capitalization of under $4.0 billion.
|International Stocks||Publicly traded stocks of companies based in|
countries other than the U.S.
|Domestic Bonds||Government or corporate bonds issued in the U.S.|
|Cash & Money Market||Stable, short-term investments that provide|
income that rises and falls with short-term interest
|Other||Investments that cannot be classified as any of|
Add a custom asset class
In addition to Quicken's defined asset classes, you can add up to ten custom asset classes.
- Open your Security List (CTRL+Y).
- Select the stock you want to assign a custom security type to.
- Select Edit.
- Under Asset Class, select Customize.
- Rename any of the custom categories listed.
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.