Introduction

Once you get all or most of your asset information in Quicken, such as stocks, bonds, and mutual funds, you can take a step back to review and compare how your assets are doing. It's a good idea to review and analyze how your assets are allocated and get a big-picture view of your portfolio from time to time. The whole reason you have assets is to make money, right? Quicken provides some features that can give you the big picture in a matter of minutes and provide some good advice on where you might want to consider making some changes.

In this chapter, we will review the tools you can use to analyze your assets, see how you currently have your assets allocated, determine what your capital gain potential is using your existing investments, and analyze your portfolio to see if you have well-balanced investments. All of these tools help you to determine whether you need to adjust where you are putting your money and how you can get the most out of your assets and investments.