How do I set up a target asset allocation

If you've downloaded asset classes for your securities  or entered them manually, Quicken can help you create an asset allocation target that is appropriate for your financial situation. Quicken currently supports only one target allocation, and Quicken's asset allocation tools don't support mid cap stocks.

  1. Choose Investing tab > Tools > Asset Allocation Guide.
  2. In the left pane, select What should my asset allocation be.
  3. Follow the on-screen instructions.