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- Use Date as of to see what your holdings looked like on a particular date.
- Use the view group selector to choose how you want to review your holdings. See Group By below for more information.
- 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
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- Portfolio Value - Useful for tracking and monitoring the market on a daily basis to see overall investment gains for your current holdings.
- Performance - Designed to provide you with insight into how well your investment strategy is performing, based on industry-standard metrics such as Internal Rate of Return (IRR) or Return on Investment (ROI). Use these values to help compare your performance against indices, ETFs, mutual funds, securities or asset managers.
- Realized Gain - Shows your sales that occurred in the previous year.
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The securities in each portfolio view can be grouped in five different ways:
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