10. Analyzing Your Asset Allocations and Portfolio

What You’ll Do

Review and Analyze Your Asset Allocations

Get Some Help with Asset Allocation

Estimate Capital Gains

View Your Entire Portfolio

Analyze Your Portfolio

Determine Whether You Need to Rebalance Your Portfolio


Once you get all or most of your asset information in Quicken, such as stocks, bonds, and mutual funds, you can take a step back to review and compare how your assets are doing. It’s a good idea to review and analyze how your assets are allocated and get a big-picture view of your portfolio from time to time. The whole reason you have assets is to make money, right? Quicken provides some features that can give you the big picture in a matter of minutes and provide ...

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