Quicken Windows Help

Security Setup & Asset Class Mixture

Specify, by the percentage of different asset classes, the mix your security contains. The total should come to 100 percent.

Your choices are:

  • Domestic Bonds

  • Global Bonds

  • Large-Cap Stocks

  • Small-Cap Stocks

  • International Stocks

  • Cash

  • Other

  • Unclassified

For general information on setting and monitoring asset allocation in Quicken, see Managing my portfolio's asset allocation.