Page Comparison

The links below correspond to the choices displayed in the left pane of the Portfolio Analyzer window. Click a link below for more information.

• Performance
  • The average annual return calculation converts your cumulative total return into an annualized figure. For example, an investment that has a cumulative return of 30 percent over three years—meaning it has gained 30 percent for the entire three-year period—has an annualized gain of 9.1 percent. That is, the security's average annual return for each of those three years was 9.1 percent. (Total return is the sum of any appreciation or depreciation in the value of a security plus the value of any dividends produced by the security.)
  • Based on their average annual returns, the Portfolio Analyzer lists securities here that are the best and worst performers in your portfolio.
• Holdings
  Your portfolio contains these accounts displays the investment accounts included in the Portfolio Analyzer report. You can customize the report to include different combinations of accounts. These are your largest holdings displays individual securities in your portfolio, ranked by their total market value, and sorted alphabetically.
• Asset Allocation
  The Asset Allocation snapshot displays your portfolio's asset allocation. Use this to monitor the expected risk and return of your portfolio. To create or change your target asset allocation mix, use the Asset Allocation Guide.
• Risk Profile

  The Risk Profile snapshot uses standard deviation to identify the expected risk and return of your portfolio, relative to the expected risk and return of various asset types.

  If your expected standard deviation is not displayed, then it means you may not have assigned asset classes to your securities. You can either edit your securities to assign asset classes manually, or download asset classes.

• Tax implications
  • Your realized capital gains for the current year displays realized capital gains for securities you sold this year.
  • The tax implications of your current holdings displays the holdings terms for your portfolio, broken down by the percentage of your holdings that fall into each category, short-term and long-term. For more information about the tax rates that apply to your situation, see the Tax Planner.

Notes

Quicken relies on accurate and complete data to derive reliable performance measures. To view certain performance measures, it may be necessary first to replace placeholder entries with complete historical data.

1. In the Portfolio Analyzer window, click anywhere in the right side of the window to activate the main page.
2. Click Print.
3. Select the appropriate options, and then click Print.