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Quicken 2016 The Official Guide, 5th Edition by Bobbi Sandberg

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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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