I am using Quicken 2006 Premier, is there a way to view my investments in a morningstar style box so that I can see the percentages of my portfolio that fall into the different categories such as large cap growth, mid cap value etc...
Thanks, Sam
Go to the Investment Center from the startup page. Click on the top tab "Analysis". Then, in each pie slice so can click down to see more detail.
"Sam" wrote
No.
The only similar breakdown available is Quicken's Asset Classes; provided by Value Line.
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