Hello: We use QW 2003 deluxe. Is there a tool within quicken so we can determine our true diversification. We own several mutual funds and we have tried the report section but it will not compute our true diversification. As we all know mutual funds retain a variety of asset's. Some duplication within different families, as to the assets within the portfolio, Maybe I am attempting to do something that is not possible within quicken. Any help would certainly be appreciated. Thank-You in advance!
Figuring true diversification??
Jun 17, 2005
1 Replies
First reply
It certainly is possible in Q2004 at least, Quicken downloaded the funx mix and includes it in its asset allocation graphs.
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