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 ...

Get Quicken 2017 The Official Guide, 7th Edition now with the O’Reilly learning platform.

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