Chapter 11

Evaluating Your Position

In This Chapter:

•   Working with the Portfolio view

•   Using the Portfolio X-Ray

•   Studying your performance

•   Exploring asset allocation

•   Updating your investments

•   Working with reports

•   Utilizing Investing tab tools

•   Using asset allocation

•   Analyzing your portfolio

•   Previewing your buy/sell decisions

•   Estimating capital gains

•   Setting investment alerts

As you enter transactions into Quicken, whether manually or automatically via Transaction Download, Quicken builds a portrait of your investment portfolio and performance. If you’re serious about investing, you can use this information to evaluate your investing position and fine-tune your portfolio to diversify and maximize returns. ...

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