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Note that Quicken relies on accurate and complete data to derive reliable performance measures. For this purpose, it may be necessary first to update the transactions that are highlighted to add cost basis.
Viewing your Holdings
The Quicken portfolio provides a overview of investing performance using various standard views such as portfolio value, performance and realized gains. You can even go back in time by entering a date in the Price and Holdings as of date to see what your portofolio looked like on that date.
You can view a combined portfolio for all your investment accounts by clicking "Investing" in the sidebar, or drill down to view an individual investment account by selecting the account in the sidebar.
Portfolio Graph
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