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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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The Quicken portfolio provides a overview of investing performance using various standard views such as portfolio value, performance and realized gains.
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Value over time chart
At the top of the portfolio view is a graph chart of the market value over time for the account or group of accounts.
- Time Period - See the market value over different periods of time:
- YTD - This shows the market value for the beginning of the year to the Price of Holdings date. By default this date is set to today.
- 1yr - This shows the market value over the course of the previous year from the Price of Holdings date. By default this date is set to today.
- 3yr - This shows the market value over the course of 3 years from the Price of Holdings date. By default this date is set to today.
- 5yr - This shows the market value for the past 5 years from the Price of Holdings date. By default this date is set to today.
- 10yr - This shows the market value for the past 10 years from the Price of Holdings date. By default this date is set to today.
- Max - This shows the market value for your current holdings since purchase.
- How do I hide the graphchart? - You can hide the chart by shrinking the chart area. Below the chart you should see a bar with a dimple in its center. Drag this bar to the top to hide the graph. If you want to see the chart again, drag down to expose the graph.chart.
Chart Shortcuts
| Shortcut | Description |
|---|---|
Left / Primary Click | Lock/Unlock the value and date pop-up |
| Right / Secondary Click | Show/Hide the value and date pop-up |
| Center Click | Show/Hide crosshairs |
| Click and Drag | Focus on specific chart region |
Portfolio Views
From a drop-down menu on the left side just below the graph you can select from three different portfolio views:
- 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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