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The Quicken portfolio provides a overview of investing performance using various standard views such as portfolio value, performance and realized gains.
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Value over time chart
At the top of the portfolio view is a graph chart of the market value over time for the account or group of accounts.
- Time Period - See the market value over different periods of time:
- YTD - This shows the market value for the beginning of the year to the Price of Holdings date. By default this date is set to today.
- 1yr - This shows the market value over the course of the previous year from the Price of Holdings date. By default this date is set to today.
- 3yr - This shows the market value over the course of 3 years from the Price of Holdings date. By default this date is set to today.
- 5yr - This shows the market value for the past 5 years from the Price of Holdings date. By default this date is set to today.
- 10yr - This shows the market value for the past 10 years from the Price of Holdings date. By default this date is set to today.
- Max - This shows the market value for your current holdings since purchase.
- How do I hide the graphchart? - You can hide the chart by shrinking the chart area. Below the chart you should see a bar with a dimple in its center. Drag this bar to the top to hide the graph. If you want to see the chart again, drag down to expose the graph.chart.
Chart Shortcuts
| Shortcut | Description |
|---|---|
Left / Primary Click | Lock/Unlock the value and date pop-up |
| Right / Secondary Click | Show/Hide the value and date pop-up |
| Center Click | Show/Hide crosshairs |
| Click and Drag | Focus on specific chart region |
Portfolio Views
From a drop-down menu on the left side just below the graph you can select from three different portfolio views:
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Overview
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