Portfolio View in Quicken for Mac


One of the primary advantages of creating a Quicken account for each of your real-world investment accounts is that you can see the overall effect of your investment decisions. The Quicken Portfolio lists every security in your Quicken investment accounts. Quicken Portfolio lists every security in your Quicken investment accounts.

Note that Quicken relies on accurate and complete data to derive reliable performance measures. For this purpose, it may be necessary first to update the transactions that are highlighted to add cost basis.

You can view a combined portfolio for all your investment accounts by clicking "Investments" in the sidebar or drill down to view each individual investment account.

Viewing your holdings

The quicken portfolio provides a review of investing performance using various standard views like portfolio value, unrealized, and realized gains. You can sort each of them by further standard views.

  • To view holdings/portfolio value
    • Click the Porfolio Value button.
    • Select appropriate grouping from the drop-down.
      Type - groups the holdings in the portfolio by the type of the security.
      Asset Class - groups the holdings based on the asset class like large cap stock, small cap stock, international stock and so on.
      Securities - groups the holdings by securities.
      Account - groups the securities by the investing account.
  • To view unrealized gain (your profitable position that is yet to be cashed in)
    • Click the Unrealized Gain button.
    • Select the appropriate grouping from the drop-down.
      Type - groups the holdings in the portfolio by the type of the security.
      Asset Class - groups the holdings based on the asset class like large cap stock, small cap stock, international stock and so on.
      Securities - groups the holdings by securities.
      Account - groups the securities by the investing account.

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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.