How does Quicken define a "Large Cap" stock?
Asset class definitions?
Jun 09, 2005
2 Replies
Quicken doesn't define the asset classes used in Quicken; Value Line does. You might be able to get detailed information from Value Line, but I think you might get close enough if you follow Quicken Help instructions.
1.. Choose Investing menu > Asset Allocation Guide (Do it for me). 2.. From the left navigation pane, select How do I update asset classes. 3.. Click Common questions about downloading asset classes. and, what the Help doesn't say 4.) Click "How are Mid-cap stocks classified?(Yes I know you asked about Large Cap).
Thanks, John. Other readers: Quicken offers only "Large Cap" and "Small Cap" asset classes. $4B market cap is the line.
Also, the bond class has no parallel subdivisions. You must enter them yourself.
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