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Quicken 2014 Essential Training
Illustration by Neil Webb

Tracking your portfolio performance


From:

Quicken 2014 Essential Training

with Sally Norred

Video: Tracking your portfolio performance

The Performance page under the Investing tab provides you with three snapshot You can filter the accounts, securities, and date range included by You can hover over these graphs to find out To compare the performance of your portfolio to industry benchmarks, take The Average Annual Return snapshot shows the average annual
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  1. 47s
    1. Welcome
      47s
  2. 10m 45s
    1. What is Quicken 2014 Premier?
      2m 45s
    2. Defining common Quicken terminology
      2m 58s
    3. Touring the Quicken interface
      5m 2s
  3. 36m 42s
    1. Setting up your Intuit ID
      2m 54s
    2. Using the Account Bar
      2m 46s
    3. Understanding account types
      3m 59s
    4. Adding your first account
      3m 11s
    5. Updating your accounts
      3m 44s
    6. Setting up your Password Vault
      2m 55s
    7. Adding other spending and savings accounts
      5m 15s
    8. Adding investing and retirement accounts
      4m 45s
    9. Adding property and asset accounts
      2m 44s
    10. Adding loan and debt accounts
      4m 29s
  4. 42m 13s
    1. Understanding spending account registers
      4m 59s
    2. Searching, sorting, and filtering transactions
      2m 31s
    3. Downloading transactions for a specific account
      1m 53s
    4. Entering spending transactions manually
      2m 15s
    5. Understanding transaction categories
      2m 42s
    6. Categorizing transactions
      4m 37s
    7. Customizing the Category List
      3m 54s
    8. Recording split transactions
      3m 31s
    9. Transferring funds between accounts
      1m 21s
    10. Saving time with memorized payees and QuickFill
      4m 30s
    11. Reconciling accounts
      4m 8s
    12. Using the Spending tab
      2m 28s
    13. Creating and understanding spending reports
      3m 24s
  5. 20m 8s
    1. Using the Bills tab
      4m 6s
    2. Setting upcoming bill reminders
      5m 11s
    3. Setting upcoming income reminders
      4m 6s
    4. Projecting future account balances
      2m 54s
    5. Using Quicken Bill Pay
      3m 51s
  6. 24m 39s
    1. Using the Planning tab
      2m 34s
    2. Creating a budget
      5m 48s
    3. Creating a debt-reduction plan
      3m 53s
    4. Using the Lifetime Planner
      3m 32s
    5. Using the Tax Center
      3m 29s
    6. Creating savings goals
      5m 23s
  7. 18m 11s
    1. Using the Investing tab
      4m 22s
    2. Viewing your portfolio
      4m 45s
    3. Tracking your portfolio performance
      3m 10s
    4. Monitoring asset allocation
      3m 46s
    5. Creating and understanding investment reports
      2m 8s
  8. 10m 58s
    1. What is the Quicken mobile app?
      2m 51s
    2. Installing the Quicken mobile app
      3m 59s
    3. Quicken mobile app overview
      4m 8s
  9. 33s
    1. Next steps
      33s

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Quicken 2014 Essential Training
2h 44m Appropriate for all Jun 19, 2014

Viewers: in countries Watching now:

Remove the mystery from your finances with Quicken 2014, the one-stop shop for managing your money and charting your financial future. In this course, Sally Norred takes you on a tour of this powerful personal finance tool, showing how to connect with your bank, and integrate your savings, retirement, loan, and credit card accounts to see the big picture of your financial health. Learn how Quicken automatically tracks and categorizes your spending, and then see how to customize this tracking to suit your needs. Walk through setting up bill and income reminders to stay on top of important payment dates and developing a budget that gives you the information you need to make sound financial decisions. Once you understand the basics, discover Quicken's tools for helping you get out of debt as soon as possible and create savings goals for your next big purchase. Last, see how to get the most out of your investments and check out the Quicken mobile app, which allows you to track purchases using photos of receipts taken with your mobile device.

Topics include:
  • Touring the interface and setting up an Intuit ID
  • Understanding account types
  • Adding and updating accounts
  • Tracking spending
  • Searching, sorting, and filtering transactions
  • Categorizing transactions and customizing categories
  • Reconciling accounts
  • Creating and understanding spending reports
  • Projecting future balances
  • Using Quicken Online Bill Pay
  • Creating a budget
  • Creating a debt reduction plan and savings goals
  • Using the Lifetime Planner and the Tax Center
  • Tracking investments
  • Viewing your investment portfolio
  • Creating and understanding investment reports
  • Using the Quicken mobile app
Subjects:
Business Productivity Home + Small Office Finance
Software:
Quicken
Author:
Sally Norred

Tracking your portfolio performance

The Performance page under the Investing tab provides you with three snapshot views of your investment account performance over time, measured against key benchmarks. The three benchmarks of your investment performance shown on the Performance page are portfolio value versus cost basis, growth of $10,000, and average annual return. The snapshots on the Performance page are simply taking the information from your portfolio and plugging it into some mathematical formulas so you can see your investment's performance over time on helpful graphs and charts.

Let's take a closer look at the snapshots on the Performance page. We'll see how you can view your portfolio information in different ways. To see the Performance page, click the Investing tab and click the Performance tab. You can filter the accounts, securities, and date range included by using the drop-down menus at the top of the Performance page. For now, we'll include all accounts, all securities, and year to date. The first snapshot graph you'll see is your portfolio's value versus cost basis over a specific date range. The Portfolio Value versus Cost Basis snapshot tracks the relationship between these two important indicators.

By default, Quicken shows you the data over the last 12 months of data. You can change that in the Date Range drop-down. The portfolio value is shown in the green bars and the cost basis is shown at the blue circle. You can hover over these graphs to find out exact dollar amounts in your portfolio value and cost basis. And click on the bars to see a customizable report. To compare the performance of your portfolio to industry benchmarks, take a look at the next graph, the Growth of $10,000 snapshot. This graph shows the change in value over time of $10,000 invested in selected accounts versus $10,000 invested in one or more market indices.

This type of comparison is similar to that shown in many mutual fund reports and is a general indicator of how well the securities you own are performing compared with relevant market segments. By default, the Growth of $10,000 snapshot displays the S&P 500 and the NASDAQ, the Dow Jones Industrial's, and the Russell 2000 indices. Select the check box next to the index you'd like to compare your portfolio to on the graph and make sure you've downloaded the most recent quotes. To see the average annual return of your investements, scroll down to the third snapshot.

The Average Annual Return snapshot shows the average annual return, also known as the IRR, for your investment holdings. Indices shown in this snapshot are those included in your securities list. The average annual return takes into account money earned by the investment, interest, dividends, capital gain distributions, as well as changes in share price. This snapshot shows your total return as an annualized figure, over one-year, three-year, and five-year periods. To print your performance snapshots, choose the File menu, Print Performance to display the Print dialog where you can set various print-related options.

Use the Performance page if you're interested in seeing a visual representation of your portfolio's performance over time.

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