Track Your Portfolio Performance in Quicken 2014


show more Tracking your portfolio performance provides you with in-depth training on Business. Taught by Sally Norred as part of the Quicken 2014 Essential Training show less
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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 snapsho...

Tracking your portfolio performance
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Tracking your portfolio performance provides you with in-depth training on Business. Taught by Sally Norred as part of the Quicken 2014 Essential Training

Subject:
Business
Software:
Quicken
Author:
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