Ready to watch this entire course?
Become a member and get unlimited access to the entire skills library of over 4,900 courses, including more Business and personalized recommendations.Start Your Free Trial Now
- 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
When you add your investment accounts to Quicken you can see an overall view of all your investments accounts in the portfolio window under the investing tab. Remember this portfolio page gives you an overview of all the investments you've added to quicken. Make sure you've added all your investment and retirement accounts so your portfolio view is accurate. The Portfolio page lists every security in your Quicken investment accounts. You can further refine your view by customizing the information being displayed. Let's take a closer look at the Portfolio page and see how you can view your portfolio information in different ways.
To see the Portfolio page, click the Investing tab. And click the Portfolio button. Before you start reviewing your portfolio, do a One Step Update, to download your most recent transactions, and to update stock quotes and prices. To update your accounts online from a portfolio page, select this Update drop down, and select One Step Update. Once your accounts have been updated, and stock prices have been downloaded, you can review your portfolio. Notice that at the top of the page there are three drop downs. You can select the view you want to see, under the show menu.
You can select how you'd like your portfolio view to be grouped with the group by menu. The As Of menu should show today's date if you did a one step update. And you can change this date to see past performance. Across the top of the portfolio view, you'll see the portfolio columns. By default, the first column shows the name of the investment. You'll also see quotes, number of shares, the market value of your shares based on the price, the cost basis, and you gains and losses based on the day. You can expand these columns, by clicking and dragging the column border, so you can see the content more clearly.
You can also customize what columns you see and what order they're in with the customize button here. Let's talk about some basic questions you might have about your portfolio and how you might filter your portfolio view to answer these questions. The first question many people have is a general one. How am I doing with my investments? Well to answer this question, you going to see the overall market value of your Portfolio at a glance and here's how you do that. . In the Show list, select Portfolio value, in group by, select Accounts and select today's date. The market value of your portfolio, appears at the bottom of your screen, at the bottom of the market value column.
This amount includes both securities and cash. Note that grouping the portfolio window by accounts, will give you the most accurate market value picture. Use the group by option to see this information arranged by account. Security, Industry, Security Type, Investing Goal, or Asset Class. If you're wondering what your return on investment is, you can change the view to Portfolio Performance. You can see the return on investment overall, the one-year ROI, the three-year ROI, and the five-year ROI here. If you'd like to see how your investments are doing compared to the rest of the market, select the Fundamentals view.
Fundamental analysis is a method of evaluating stocks based on factors such as revenues, earnings, future growth, return on equity and profit margins. To determine a company's underlying value. And potential for future growth of its stock price. Review the side by side columns, comparing your investments to industry averages. You may simply want to see how your investments are doing today. To see that information, select the Quotes view. This view shows recent activity for your investments, with columns showing volume, 52 week range, day open and close, and so on.
Often investors are interested in seeing their current asset allocation, to make sure they're not over invested in any securities that aren't doing well. With this view you can see the percentage of your total holdings represented by each individual security in your portfolio. You can quickly compare the average annual return for individual securities, in the context of whether a specific security represents a large or small percentage, of your total portfolio. Under the market value percentage column. You can see your capital gains and losses for the year under the tax implications view. You can create a custom view, by selecting one of the custom views from the drop down, clicking customize, naming the view.
Selecting the account and securities you want to display and selecting the columns you want to show. For example, if you wanted to create a market view, you could select the column headings gain loss, percent gain loss, and market value. To print your portfolio view, choose file menu, print portfolio, to display the print dialogue, where you can set various print related options. The portfolio view, is an informative area of the investing tab. It's great to be able to check in on, your overall portfolio value, on a single page.