Asset class
Quicken Classic for Windows tracks your investments by asset class to help you analyze diversification, performance, and risk. Asset classes group investments that behave similarly in the market, making it easier to monitor your portfolio’s balance and identify over- or under-exposure to specific market segments. Quicken uses this information to generate allocation reports and help you stay aligned with your investment goals—whether you're pursuing growth, income, or stability.Asset classes group investments that behave similarly in the market, helping you assess how different portions of your portfolio may respond to changing conditions.
Standard asset classes
Quicken uses these classifications to populate asset allocation reports and graphs, helping you compare your actual holdings against your target allocations.
The following table lists the default asset classes used by Quicken:
Asset Class | Description |
|---|---|
Large Cap Stocks | Stocks of U.S. companies with a market capitalization of $4 billion or more. These companies are typically industry leaders and include many household names. Investors often use large-cap stocks to build a core foundation for long-term portfolios. |
Small Cap Stocks | Stocks of U.S. companies with a market capitalization under $4 billion. These companies tend to be newer or in growth phases and are often favored by investors seeking long-term appreciation. |
International Stocks | Publicly traded stocks of companies based outside the United States. These holdings give investors access to global markets and can include both developed and emerging economies. |
Domestic Bonds | Government or corporate bonds issued in the U.S. These fixed-income investments are used to generate interest income and may include U.S. Treasury securities, municipal bonds, or corporate debt. |
Cash & Money Market | Short-term, highly liquid investments that provide interest income. Examples include money market funds, certificates of deposit (CDs), and Treasury bills. These investments are often used to preserve capital or manage short-term cash needs. |
Other | Investments that don’t fit into the predefined categories. This may include options, structured products, collectibles, or other unique securities. |
Alternative | Investments such as commodities, hedge funds, private equity, or real estate that fall outside traditional stock and bond categories. These assets are often used for portfolio diversification and may behave differently than conventional investments. |
Crypto | Digital assets like Bitcoin, Ethereum, and other cryptocurrencies held for investment purposes. These investments are based on blockchain technology and are typically traded on digital exchanges. |
Add a custom asset class
Custom asset classes are useful when your investment strategy includes categories not covered by Quicken’s defaults. For example, you might want to distinguish between short-term and long-term crypto holdings or track a specific sector like renewable energy.
You can create up to ten custom asset classes to better reflect your portfolio.
To create a custom asset class:
Open your Security List (press Ctrl+Y).
Select the security you want to categorize.
Select Edit.
In the Asset Class field, select Customize.
In the Customize Asset Classes dialog, rename any of the custom categories.
Select OK.
That security will now be assigned to the custom asset class. You can assign the same class to other securities later.
Note: You cannot edit or rename Quicken’s built-in asset classes.
Tip: You can assign or change a security’s asset class only from the Security List. Asset classes shown in portfolio views or reports cannot be changed directly from those screens.