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Does quicken provide a comprehensive asset allocation over all accounts?

  
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Subject Author Date
Does quicken provide a comprehensive asset allocation over all accounts? ybok 09-21-2006
Posted by ybok on September 21, 2006, 8:50 pm
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 Quicken does provide asset allocation for each account and breaks it
down in various ways which is very nice but I don't see where it
provides such a breakdown for my entire portfolio. Does anyone know if
this is possible?

Thanks


Posted by Christopher Range on September 22, 2006, 12:20 am
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 ybok wrote:

> Quicken does provide asset allocation for each account and breaks it
> down in various ways which is very nice but I don't see where it
> provides such a breakdown for my entire portfolio. Does anyone know if
> this is possible?
>
> Thanks
>
If you mean something akin to cross-referencing data, then, that is
where the reports come in.

Posted by Andrew on September 22, 2006, 8:02 am
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ybok wrote:
> Quicken does provide asset allocation for each account and breaks it
> down in various ways which is very nice but I don't see where it
> provides such a breakdown for my entire portfolio. Does anyone know
> if this is possible?
>
> Thanks

Investing-->Portfolio Rebalancer takes all your accounts and securities
asset classes into account when determining how much or each class to add or
delete when doing a rebalancing. This assumes you've set your allocation up
(Investing-->Allocation Guide). Does this help?

--
-------------------------------------------------------------
Regards -

- Andrew



Posted by GamblinMan on September 22, 2006, 9:02 am
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ybok wrote:
> Quicken does provide asset allocation for each account and breaks it
> down in various ways which is very nice but I don't see where it
> provides such a breakdown for my entire portfolio. Does anyone know if
> this is possible?
>
> Thanks

To be really comprehensive Quicken would need to include the individual
asset allocations of each mutual fund - which I don't believe it does.
This could be a very complicated matter (for Quicken) if you have very
many mutual funds.

Joe


Posted by Stubby on September 22, 2006, 9:45 am
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GamblinMan wrote:
> ybok wrote:
>> Quicken does provide asset allocation for each account and breaks it
>> down in various ways which is very nice but I don't see where it
>> provides such a breakdown for my entire portfolio. Does anyone know if
>> this is possible?
>>
>> Thanks
>
> To be really comprehensive Quicken would need to include the individual
> asset allocations of each mutual fund - which I don't believe it does.
> This could be a very complicated matter (for Quicken) if you have very
> many mutual funds.
>

Quicken can download the allocations within each fund or stock. Right
click on the security.

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