Portfolio Views.


B

Bradly McConnell

I recently switched from MS MONEY to QUICKEN 2002 Deluxe. On money I
could look at my portfolio, and it gave a nice display of how much money
I was above or below what I actually invested (based on stock prices and
shares). It was just a handy method of seeing overall how things were
doing at a quick glance. I haven't figured out a way to bring that up
in quicken. I bring up the portfolio view and it's a lot more info than
money had, but I'm missing the quick glance of performance. Any help
would be appreciated.

Brad
 
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F

Fred Smith

You have 2 choices.

First, choose one of the preset Views. Portfolio Value and Portfolio
Performance will both tell you how much you've made (lost) on each
investment.

Second, customize your View. I like to keep my Portfolio View on Quotes,
because that's the one Quicken changes to every time I download prices. But
it didn't display everything I wanted. So use Customize current view to
change it.
 
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B

Bradly McConnell

Fred said:
You have 2 choices.

First, choose one of the preset Views. Portfolio Value and Portfolio
Performance will both tell you how much you've made (lost) on each
investment.

Second, customize your View. I like to keep my Portfolio View on Quotes,
because that's the one Quicken changes to every time I download prices. But
it didn't display everything I wanted. So use Customize current view to
change it.
Thanks, that's what I was looking for. Didn't even think about the
custom views, just scrolled throught the defaults. Thanks again.
Brad
 

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