1. In the Show list, select the view of this portfolio that you want to edit.
   •   What if I want to create a completely new view?
     If you want to create an entirely new view, choose one of the custom views (Custom1, Custom2, and so on).
2. Click Options and then choose Customize current view.
3. Check the Name field to confirm that you're customizing the correct view. (If you're creating a new view, you can enter a new name here.)
4. Select the performance measures, fundamentals, and other details you want to display in the columns of the Portfolio window.
   •   Tell me more about customizing the column display
     • Click the Columns tab.
     • To add a column to the Portfolio window, select the column from the list on the left and click Add.
     • To remove a column from the Portfolio window, select the column from the list on the right and click Remove.
     • To change a column's position (left or right) in the Portfolio window, select the column in the Displayed Columns list and click Move Up (left) or Move Down (right).
5. Select the accounts and securities to include.
   •   Tell me more about selecting accounts and securities
     • Click the Accounts or Securities tab.
     • To change the order in which accounts are displayed, select an account and click Move Up or Move Down.
     • Click to add a check mark next to the accounts and securities to include in this view (Mark All includes the entire list).
     • To include hidden accounts or securities, click Show (hidden accounts) or Show (hidden securities).
6. Multicurrency support appears only if you've enabled support for multiple currencies. (Optional)
   •   Tell me more about multicurrency support in the Portfolio
     • To only display accounts and securities that match the current currency, make sure you've selected Show only accounts and securities that match the Portfolio currency.
     • To track the cash balance of each account in the current currency, click Show cash balances of each account in Portfolio currency.
7. Click OK.
   •   What if I need to restore the default column set?
     If you want to restore the original Quicken settings, you can click Reset View at any time. You can do this even after you've clicked OK to save your new settings.

Notes

•   What are some examples of custom views?

  The following are examples of custom portfolio views:

  • To create a market view, select the headings Gain/Loss, % Gain/Loss, and Market Value.
  • To create a gain view, select the headings Est Income, Yield, and Market Value.
•   Can I delete a custom view?

  You can further customize an existing view by changing the name and column definitions, but you can't entirely remove it from the Show list.

1. Click Options and then choose Portfolio Preferences.

2. In the Portfolio View Options dialog, choose one of the following to set the date:

   Select	To calculate returns since
   Entire history	The date of the first investment transaction you entered in Quicken and ending today.
   From	From the date you select. The Portfolio will use this as the beginning date in calculations.

   The date range affects Amount Invested, Return, Income, and ROI only.

3. To set the tax rates, select the marginal tax rates you want to use for short-term or long-term capital gains. We recommend that you use rates from the Tax Planner.

Notes

You can use the Portfolio to see the ROI or other indicators for a specific period. To view performance calculations for a period you specify, follow the steps below:

• In the Portfolio View Options dialog, set the Show Return Calculations from field for the beginning of the period you want.
• Then, back on the Portfolio page, change the As of date to the end of the period you want.

1. Type a new date in the As of field, or use the pop-up calendar to set a new date.
2. Press the ENTER key.

Notes

Industry YTD and Return (%) YTD are based on downloaded data and will not be affected by changes in the As of date option.

1. Click Options, and choose Portfolio Preferences.
2. In the Portfolio View Options dialog, set the date for the beginning of the period you want.
3. Then, back on the Portfolio page, change the As of date to the end of the period you want.

Notes

Follow these steps to see the ROI or other indicators for a specific period.

1. Click a column heading to sort the securities in each account by the value or data in that column. For example, click the Name heading to arrange the securities in alphabetical order within their groupings.
2. Click Customize current view to select the details and performance measures you want for column headings. For additional information, click the topic on how to Customize the current view (above).

1. Move your pointer to the top of a column heading, where you see the labels Name, Price, and so on.
2. Place the pointer on the line that marks the border between two labels (at the point where the display of the pointer changes to a double-headed arrow).
3. Click the mouse button and hold it down, and then move the pointer to widen or narrow the column width.

1. In the Group By list, select Accounts.
2. Click the arrow icon next to an account name to see all securities in the account.
3. Click the plus sign (+) in front of an individual security's name to see individual lots.

Notes

Some standard portfolio views use a Group By setting to display your securities by security type. To view yourlotss, be sure to change the Group By setting back to Accounts. If you wish, you can then customize the new setting.

1. Click Options.
2. In the Options menu, choose Show closed lots.

To print your customized portfolio table, choose File menu > Print Portfolio to display the Print dialog where you can set various print related options.

The Portfolio does not print in color.