In addition, over 90% of my equity holding are held directly, rather than through mutual funds. Although I have many friends and colleagues who have wonderful professional investment advisors, I do not personally use one. Generally speaking, my investment approach has been “do-it-yourself”. I have investments in four main categories: In addition to tracking my bank accounts, bills, credit cards and real estate in Quicken, I make good use of the investment-tracking features.
In this blog post, I am sharing how I personally use Quicken to track investments.įirst some background: I am a long-time Quicken user, with transactions going back to 1986.
I use Quicken for Windows on a daily basis, and a big part of that is making sure I am on top of my investments.
