Skip to main content
Skip table of contents

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.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.