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| What Should I Sell? |
| "What Should I Sell?" can help you identify the best combination of securities to sell to meet your goal. |
| If you already know which holdings you want to sell, or you want to work without assistance, click "What If Scenarios" in the left pane. Otherwise continue with this page. |
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First, update your portfolio to include recent market prices. |
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Second, tell Quicken how much money you want to make: $ |
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Third, identify your goal. (If your goal isn't listed, select None of the above and click Custom at the bottom of the list.) |
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Maximize after tax returns and minimize fees |
| Minimize taxes and commissions but keep things simple |
| Maximize profits/gains and minimize all else |
| Balance my year-to-date capital gains (get close to $0.00) |
| None of the above (I'll customize the goal myself) |
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| Select an objective on the left and rank its importance on the right. Hint: it can be helpful to start by having only one objective set to "Extremely Important". | |
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Fourth, click Search. Quicken will review your data for an optimal set of holdings to sell. |
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Click Next to see the calculation results. |
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This estimator is designed to help you consider the implications of your transactions so that, for example, when considering possible transactions that are roughly equal from a fundamental perspective, you can identify transactions that are most favorable given your specified objectives. Naturally, when making any investment decision, you should carefully evaluate the merits of the investment. You should also understand that the tool's presentation of securities (or a combination of securities) designed to meet your goals is not a recommendation as to the investment merits or suitability of the securities or any related transaction. |
