...
- Use Date as of to see what your holdings looked like on a particular date.
- Use the account selection to choose between All Investing Accounts and other options such as individual accounts or just retirement accounts.
- Review the Updated date and time to see when your holdings were most recently updated in Quicken.
- Update your holdings using
.
About your investing cards
The Investing Dashboard uses four cards to provide you with information about your securities.
Holdings card
The Holdings card lists all of your holdings and can be sorted by any column just by clicking on the column header.
At the top of the card you can view the total change for that day based as both the dollar amount and the percentage.
Top 10 Movers card
The Top 10 Movers card lists the stocks that have had the highest change in value that day. It can be sorted by Value, Change in dollar amount, and Change in percentage. The stocks with gains will always be listed above the stocks with losses.
At the top of the card you can see the total number of gainers and losers for that day.
Asset Allocation
...
card
The Asset Allocation Card card presents a graph of how your holdings are allocated by investment class such as Small as Small Cap Stock, Large Cap Stock, Domestic Bond, International Stock, Cash, etc.
The total amount of your assets is listed at the top of the card.
You can hover over an item in the graph or legend to highlight it and get more information. To see even more details, such as a graph with the holdings in an investment class, click on the class either in the graph or the legend.
Allocation by Security card
The Allocation by Security card shows a graph you your holdings are allocated by security. The legend will display the securities from the largest to the smallest.
You can hover over an item in the graph or legend to highlight it and get more information.
Moving your cards
You can move and arrange your cards using drag and drop. Click and hold on the top part of the card and drag the card to where you want it to be. If you drag it directly on top of another card, the two cards will switch places, If you drag a card before or after a different card, the other cards will reorder to make room for the card in that position.
| Child pages (Children Display) |
|---|