How do I view asset class definitions


Quicken displays asset class information, which is downloaded from Value Line. The included asset classes are large cap stocks, small cap stocks, international stocks, domestic bonds, cash & money market, and other. For mutual funds, Quicken downloads an asset class mixture based on the mutual fund holdings. Quicken's Asset Allocation Guide contains information about how these asset classes are defined.

  1. Click the Investing tab, then choose Tools > Asset Allocation Guide .
  2. From the left navigation pane, select How do I update asset classes
  3. Click Common questions about downloading asset classes.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.