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- View Offline
- 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
Skill Level Appropriate for all
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.