About the Investing Dashboard
The Investing Dashboard provides you with information about your investments, including Holdings, Top 10 Movers, Asset Allocation, and Allocation by Security. This information is provided using cards that can be moved and adjusted.
Additionally, at the top of the Dashboard is a toolbar that lets you set a Date, Select from your accounts, and update the values of your holdings. It also displays the date of and time of your last update.
Toolbar
The 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 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
.
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.
