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. ...

Get Quicken 2016 The Official Guide, 5th Edition now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.