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Posted by TooTall on July 4, 2006, 9:35 am
Please log in for more thread options My question was can it be manually imputted. I know which bonds I own
are long short etc... I don't need a service to provide this info to
me and I would think most investors sure better know what the maturity
of their bonds are. I just want to be able to put this stuff in
myself. Otherwise the asset allocation tool in Quicken is very
limited.
John Pollard wrote:
> >
> > John Pollard wrote:
> >>
> >> > Is there a way to break down the bond allocation into long,
> >> > intermediate and short term for the rebalancer?
>
> >> No. The only available asset classes are those supplied by
> >> Value Line from whom those classes are downloaded.
>
> > That's too bad, you'd think will all the updates from Quicken,
> > that
> > would be one of them since it is an important part of asset
> > allocation.
>
> I think you miss the point. Quicken has no direct source of
> asset classification; Quicken must look to other companies who
> can provide such information. Are you ignoring the fact that
> asset allocation requires the ability to determine and designate
> the asset classes of all securities you own ... stocks, bonds,
> MUTUAL FUNDS, etc.. Gathering and providing such
> classifications is no trivial matter. If the other companies
> who might have that information charge Intuit too much for the
> *privilege* of downloading that information, it's just not going
> to be available to Quicken users.
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