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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.
Using the Portfolio toolbar
The Portfolio toolbar gives you control of your investment experiences. You can:
- Use Date as of to see what your holdings looked like on a particular date.
- Use the view selector to choose how you want to review your holdings.
- Use the account selection to choose between All Investing Accounts and other options such as individual accounts or just retirement or brokerage accounts.
- Review the Updated date and time to see when your holdings were most recently updated in Quicken.
- Update your holdings using
.
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 portfolio looked like on that date.
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