Viewing your portfolio


show more Viewing your portfolio 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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Viewing your portfolio

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 be...

Viewing your portfolio
Video duration: 4m 45s 2h 44m Appropriate for all

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Viewing your portfolio 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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