The Quicken Portfolio provides a review of investing performance using various standard views such as Value, Recent Performance, Historic Performance, Asset Allocation, and so on. Each view contains columns of data about your securities, and it's easy to switch from one view to another by using the filter options at the top of the window.
- Click the Investing tab.
- If necessary, click the Portfolio button.
- In the Show list at the top of the Portfolio window, select the view that most closely corresponds to your question.
- How am I doing? (Value)
The Account Value view provides a summary of key investment data such as the current price of securities you own, the market value and cost basis of your holdings, the day change, and so on. Use the Group by option to see this information arranged by account, security, security type, industry, asset class, investing goal, or sector.
- What is my short term return? (Recent Performance)
The Recent Performance view provides an in-depth look at the performance of your accounts and securities for the previous 30 days to 12 months. Use the Gain/Loss 1-Month (%), Gain/Loss 3-Month (%), and Gain/Loss 12-Month (%) columns to quickly compare your gain for several discrete short-term periods.
- What is my return over the last year, three years and five years? (Historic Performance)
The Historic Performance view provides an in-depth look at the long-term performance of your accounts and securities. Industry return columns provide comparison and context.
- How are my investments doing compared to the market and other industry benchmarks? (Fundamentals)
Fundamental analysis is a method of evaluating stocks based on factors such as revenues, earnings, future growth, return on equity, and profit margins to determine a company's underlying value and the potential for future growth of its stock price. Fundamentals are usually considered across a given industry rather than within the market as a whole. All columns in the Fundamentals view contain downloaded values.
- How are my investments doing today? (Quotes)
In the Quotes view, the overall picture of recent activity is expanded with the inclusion of columns showing volume, 52-Week Range, Day Open and Close, and so on.
- What is my asset allocation? Am I over-invested in a security that is not performing well? (Asset Allocation)
The Allocations view of the Investing tab lets you see the percentage of your total holdings represented by each individual security in your portfolio. You can quickly compare the average annual return for individual securities in the context of whether a specific security represents a large or small percentage of your total portfolio.
- What are my capital gains/losses for the year? (Tax Implications)
The Tax Implications view shows what your potential gain would be if you sold a security today. Additional columns that indicate the amount of time until the next holding period (for example, when a security that you hold changes its classification from short-term to long-term), and what your break-even price would be. This view is intended as a projection of possible consequences, not a reflection of actual circumstances.
For best results when using this view, expand your lots.
Notes
Quicken relies on accurate and complete data to derive reliable performance measures. To view certain performance measures, it may be necessary first to replace placeholder entries with complete historical data.
Certain standardized views were added or redesigned in Quicken 2004. If you want the older back, follow these steps:
To restore your older Portfolio views
- Click the Investing tab.
- If necessary, click the Portfolio button at the top of the page.
- Use the Show list to select the old view you want to use. Quicken 2003 and earlier views have the word OLD appended to their name.