Chapter 11
Reviewing Your Financial Position
In This Chapter:
• Working with the Portfolio view
• Using the Portfolio X-Ray
• Studying your performance
• Exploring asset allocation views
• Updating your investments
• Working with reports
• Utilizing Investing tab tools
• Using the asset allocation guide
• Analyzing your portfolio
• Previewing your buy/sell decisions
• Estimating capital gains
• Setting investment alerts
As you enter your investing 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 ...
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