Explanation of the New Portfolio view layout and its features.

The portfolio view has changed significantly from earlier versions of Quicken. To access the Portfolio View window:

• Click on investments icon from the activity bar at the bottom of the screen.
• Select view my portfolio from the drop down list.

You now have greater functionality to customise the portfolio view to your preference. This can be done as follows:

• From the portfolio view click on the customise icon from above the view.
• You can now choose which columns you want to include or exclude and in which order you want them to go.
• You can still change the price history, just as you did previously in Quicken 6.
• With the new look screen, you now have a yellow folder for each account, and these folders can be opened or closed depending on whether you want to see the information or not.