Does quicken provide a comprehensive asset allocation over all accounts?

If you mean something akin to cross-referencing data, then, that is where the reports come in.

Investing-->Portfolio Rebalancer takes all your accounts and securities asset classes into account when determining how much or each class to add or delete when doing a rebalancing. This assumes you've set your allocation up (Investing-->Allocation Guide). Does this help?

To be really comprehensive Quicken would need to include the individual asset allocations of each mutual fund - which I don't believe it does. This could be a very complicated matter (for Quicken) if you have very many mutual funds.

Joe

Quicken can download the allocations within each fund or stock. Right click on the security.

Right clicked on security. See nothing that would provide an allocation within each stock or security. Nor anything to download that would provide this info. (Quicken Dlx 2006) Can you elaborate please?

"BobLeavitt" wrote

Yes, Quicken will provide (from Value Line) asset allocation for mutual funds.

Open the Security List, select the security, Edit, check the box to "Download Asset Class Information".