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How do I compare the performance of my portfolio to industry benchmarks?

Comparing the performance of a portfolio to industry benchmarks. This feature is not available in Canada.

  1. Click the Investing tab.
  2. If necessary, click the Performance button at the top of the page. (Quicken Premier, Quicken Home, Business & Rental Property only)
  3. Scroll the window until you see the Growth of $10,000 snapshot.
    • Use the options on the Performance page to filter this snapshot by account, date, and security.
    • Use the check boxes in the snapshot to select market indexes to include in the graph. You may first need to download prices for market indexes. Make sure you download prices for the same (or larger) time span as the graph in the snapshot (two years, five years, and so on).
  4. Add additional indexes.

Notes

Quicken relies on accurate and complete data to derive reliable performance measures. To view certain performance measures, it may be necessary first to replace placeholder entries with complete historical data.


This feature requires Quicken Premier, Home, Business, & Rental Property. Learn how you can upgrade Quicken in minutes.

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