Hello: We use 2003 Deluxe. Mike has supported me and I thank him for that!
Question, I am able to with the 2003 version get fund diversification tables but only one (1) fund at a time.
I would like to know if with later versions of quicken 2004,2005 can I get a report for the total diversification of our portfolio. (I may be expecting too much)
It would be next to impossible to figure out what diversification we currently have, if I have to compute each fund family to arrive at the total. As mentioned I may be shooting for the moon and not be able to ackomplish what I am intending to do. Thank-you for any assistance!!