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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 BobLeavitt on September 27, 2006, 1:04 am
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>=20
>=20
> 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
>>=20
>> 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.
>>=20
>=20
> Quicken can download the allocations within each fund or stock. =
Right=20
> click on the security.

Right clicked on security. See nothing that would provide an allocation =
within each stock or security. Nor anything to download that would =
provide this info. (Quicken Dlx 2006) Can you elaborate please?

Posted by John Pollard on September 27, 2006, 9:32 pm
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> Right clicked on security.
> See nothing that would provide an allocation within each stock
> or security.
> Nor anything to download that would provide this info.
> (Quicken Dlx 2006)
> Can you elaborate please?

Yes, Quicken will provide (from Value Line) asset allocation for
mutual funds.

Open the Security List, select the security, Edit, check the box
to "Download Asset Class Information".

--
John Pollard
First initial underscore Last name at mchsi dot com
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