How do I set up and work with security types?

You must assign a security type for each security in your Quicken Security List. This lets you organize your investments by type in reports, graphs and the Portfolio. The standard security types in Quicken are Stock; Mutual Fund; Savings Bond; Bond; Emp. Stock Opt.; ESPP; CD; Market Index; and Other.

Tracking your security types is one part of maintaining a healthy diversification among your holdings. Security types are created and managed in Quicken using the Security Type List.

Click the Investing tab.
Click the Tools button, and choose Security List.
Click the name of any security.
Click Edit Security Details.
In the Edit Security Details dialog, click Edit Types.
Click New.
Enter a name for the new security type.
Click OK.
To assign the new security type to a security, edit the security.

Notes

Use the buttons in the Security Type List to edit, delete, and print security types.
To organize an investment report by type, choose the investment report you want from Reports menu > Investing, click Customize, and for Subtotal By, select Security Type.
To sort investments by type on the Portfolio page, in the Group by drop-down list, select the Security Type heading.