Tell me about managing my portfolio's asset allocation


Asset allocation is the process of spreading your assets across several types of investments to control your potential risk and return. When you allocate your investments, you invest different percentages of your portfolio in asset classes such as large cap stocks, small cap stocks, bonds, and so on. The result is your asset allocation (also called an investment mix).

Quicken provides several tools to help you set a risk/return target that meets your individual risk tolerance, assess your current asset allocation, and set a target asset allocation that matches the risk/return you're comfortable with.

What can I do?

Download asset classes
View asset class definitions
View my current asset allocation
Set up a target asset allocation
Monitor my portfolio's asset allocation
Rebalance my portfolio
Analyzing my portfolio with X-ray
What if something goes wrong?

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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.