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Quotes and Research

Quicken's Money Guide now brings you more than just the latest stock price. Review historical stock prices, assess industry relative performance, and browse latest company headlines. Quicken's One-Click Scorecard puts analyst insight at your fingertips. Start by typing a symbol or part of the company name in this form to begin your search.

SymbolCompany NameExchangeCountry
BALCGXAdvisor Trust 2278 Balanced PortfolioNASDAQ Unit TrustUnited States
CEMAJXAdvisor Trust 2278 Cohen Steers Municipal Closed End PortfolioNASDAQ Unit TrustUnited States
COSAHXCommodities Opportunities Strategy Covered Call Portfolio,Series 2024-4Q CANASDAQ Unit TrustUnited States
HBOASXAdvisor Trust 2281 Human Behavior Core Opportunities PortfolioNASDAQ Unit TrustUnited States
SMAAHXAdvisor Trust 2281 Small MidCap Advantage PortfolioNASDAQ Unit TrustUnited States
SFGBJXAdvisor Trust 2278 Strategic Foundations of Growth PortfolioNASDAQ Unit TrustUnited States
HFAANXHigh 50® Dividend Strategy Portfolio, CDA Series 2024-1Q CANASDAQ Unit TrustUnited States
ARPAHXAdvisor Trust 2281 American Renaissance A C J Lawrence CJL PortfolioNASDAQ Unit TrustUnited States
SFGBHXStrategic Foundations of Growth Portfolio, Series 2024-1 CANASDAQ Unit TrustUnited States
CEMAHXCohen & Steers Municipal Closed-End Portfolio, Series 2021-2 CANASDAQ Unit TrustUnited States
TIVBBXAdvisor Trust 2278 Todd International Intrinsic Value PortfolioNASDAQ Unit TrustUnited States
BAOARXAdvisor Trust 2281 Building America Opportunities PortfolioNASDAQ Unit TrustUnited States
TICASXTactical Income Closed-End Portfolio, Series 2023-4 CANASDAQ Unit TrustUnited States
UBQLTXAdvisor Trust 2278 Ubiquitous Opportunities PortfolioNASDAQ Unit TrustUnited States
BCCBEXBlue Chip Covered Call Portfolio, Series 2024-4Q CANASDAQ Unit TrustUnited States
EOPAKXAdvisor Trust 2278 Energy Opportunities PortfolioNASDAQ Unit TrustUnited States
BASBAXAdvisor Trust 2281 PENCE Building America Strategy PortfolioNASDAQ Unit TrustUnited States
HBSASXAdvisor Trust 2281 PENCE Human Behavior Core Strategy PortfolioNASDAQ Unit TrustUnited States
BUFACXAdvisor Trust 2256 AAM MLT Large Cap Buffered 20 PortfolioNASDAQ Unit TrustUnited States
BCCBGXAdvisor Trust 2272 Blue Chip Covered Call PortfolioNASDAQ Unit TrustUnited States
SFABCXAdvisor Trust 2249 60 40 Asset Allocation PortfolioNASDAQ Unit TrustUnited States
HCOBIXAdvisor Trust 2281 Health Care Opportunities PortfolioNASDAQ Unit TrustUnited States
BUFAEXAdvisor Trust 2265 AAM MLT Large Cap Buffered 20 PortfolioNASDAQ Unit TrustUnited States
BALCCXBalanced Portfolio, Series 2024-2 CANASDAQ Unit TrustUnited States
BIOAIXBiotechnology Opportunities Portfolio, Series 2024-1 CANASDAQ Unit TrustUnited States
HDEAGXHigh Dividend ESG Portfolio, Series 2024-1 CANASDAQ Unit TrustUnited States
UBQLRXUbiquitous Opportunities Portfolio, Series 2024-1 CANASDAQ Unit TrustUnited States
UBQAHXUbiquitous Strategy Portfolio, Series 2024-2 CANASDAQ Unit TrustUnited States
TSPBBXPENCE Transformers Strategy Port2025-1CANASDAQ Unit TrustUnited States
BCCBCXAdvisor Trust 2223 Blue Chip Covered Call PortfolioNASDAQ Unit TrustUnited States
IHTBZXAdvisor Trust 2264 International High 30 Dividend PortfolioNASDAQ Unit TrustUnited States
SAWADXAdvisor Trust 2263 Sawgrass Diversified Large Cap PortfolioNASDAQ Unit TrustUnited States
TICAYXAdvisor Trust 2263 Tactical Income Closed End PortfolioNASDAQ Unit TrustUnited States
TAPAGXAdvisor Trust 2263 Cohen Steers Tax Advantaged Income PortfolioNASDAQ Unit TrustUnited States
EMDARXAdvisor Trust 2263 Emerging Markets Dividend PortfolioNASDAQ Unit TrustUnited States
BDCAUXAdvisor Trust 2281 Business Development Company Opportunities PortfolioNASDAQ Unit TrustUnited States
SFABBXAdvisor Trust 2238 60 40 Asset Allocation PortfolioNASDAQ Unit TrustUnited States
DIVARXAdvisor Trust 2270 The Dividend Income Value Strategy PortfolioNASDAQ Unit TrustUnited States
PFDBSXAdvisor Trust 2270 Cohen Steers Preferred Income Opportunities PortfolioNASDAQ Unit TrustUnited States
HIFBOXAdvisor Trust 2270 High 50 Dividend Strategy PortfolioNASDAQ Unit TrustUnited States
SMGBJXAdvisor Trust 2270 Small Mid Cap Income Growth PortfolioNASDAQ Unit TrustUnited States
PGPBCXAdvisor Trust 2270 Peroni Growth PortfolioNASDAQ Unit TrustUnited States
BFPADXAdvisor Trust 2280 AAM MLT Large Cap Buffered 15 PortfolioNASDAQ Unit TrustUnited States
SVRALXAdvisor Trust 2281 Cohen Steers Senior Variable Rate and Income Closed End PortfNASDAQ Unit TrustUnited States
EOPAIXEnergy Opportunities Portfolio, Series 2024-1 CANASDAQ Unit TrustUnited States
GBMAIXAdvisor Trust 2281 Global Basic Materials PortfolioNASDAQ Unit TrustUnited States
AHIAIXAdvisor Trust 2290 Advisors Corporate High Income Opportunities PortfolioNASDAQ Unit TrustUnited States
BUFADXAdvisor Trust 2257 AAM MLT Large Cap Buffered 20 PortfolioNASDAQ Unit TrustUnited States
UTLAMXAdvisor Trust 2263 Utilities PortfolioNASDAQ Unit TrustUnited States
DSPAUXDividend Strength Portfolio, Series 2024-2 CANASDAQ Unit TrustUnited States
DIVAPXAdvisor Trust 2243 The Dividend Income Value Strategy PortfolioNASDAQ Unit TrustUnited States
BUYADXAdvisor Trust 2243 Buyback Strategy PortfolioNASDAQ Unit TrustUnited States
PFDBQXAdvisor Trust 2243 Cohen Steers Preferred Income Opportunities PortfolioNASDAQ Unit TrustUnited States
HIFBMXAdvisor Trust 2243 High 50 Dividend Strategy Portfolio Series 2024 3QNASDAQ Unit TrustUnited States
USAAPXAdvisor Trust 2241 Ubiquitous Strategy 15 Month CDA PortfolioNASDAQ Unit TrustUnited States
HFAAPXAdvisor Trust 2241 High 50 Dividend Strategy PortfolioNASDAQ Unit TrustUnited States
SMGBHXAdvisor Trust 2243 Small Mid Cap Income Growth PortfolioNASDAQ Unit TrustUnited States
PGPBAXAdvisor Trust 2243 Peroni Growth PortfolioNASDAQ Unit TrustUnited States
PEOACXAdvisor Trust 2270 PEO PE Focus Strategy PortfolioNASDAQ Unit TrustUnited States
CAPASXAdvisor Trust 2281 Core Angels PortfolioNASDAQ Unit TrustUnited States
DSPAZXAdvisor Trust 2278 Dividend Strength PortfolioNASDAQ Unit TrustUnited States
DIVAQXAdvisor Trust 2255 The Dividend Income Value Strategy PortfolioNASDAQ Unit TrustUnited States
HIFBNXAdvisor Trust 2255 High 50 Dividend Strategy PortfolioNASDAQ Unit TrustUnited States
BUYAEXAdvisor Trust 2255 Buyback Strategy PortfolioNASDAQ Unit TrustUnited States
PEOABXAdvisor Trust 2255 PEO PE Focus Strategy PortfolioNASDAQ Unit TrustUnited States
PFDBRXAdvisor Trust 2255 Cohen And Steers Preferred Income Opportunities PortfolioNASDAQ Unit TrustUnited States
PGPBBXAdvisor Trust 2255 Peroni Growth PortfolioNASDAQ Unit TrustUnited States
SMGBIXAdvisor Trust 2255 Small Mid Cap Income Growth PortfolioNASDAQ Unit TrustUnited States
AAANXHorizon Active Asset Allocation Fund Investor ClassNASDAQUnited States
AIMNXHorizon Active Income Fund Investor ClassNASDAQUnited States
AIRIXHorizon Active Income Fund Class INASDAQUnited States
HASAXHorizon Active Asset Allocation Fund Class ANASDAQUnited States
HASIXHorizon Active Asset Allocation Fund Class INASDAQUnited States
ARANXHorizon Active Risk Assist® Fund Investor ClassNASDAQUnited States
ARAAXHorizon Active Risk Assist® Fund Class ANASDAQUnited States
LOMAXEdgar Lomax Value FundNASDAQUnited States
WHGIXWestwood Income Opportunity Fund Institutional ClassNASDAQUnited States
LSVEXLSV Value Equity FundNASDAQUnited States
CIAOXCapital Advisors Growth Fund Investor ClassNASDAQUnited States
TEBRXTeberg FundNASDAQUnited States
RSRFXReaves Infrastructure Fund Class InstitutionalNASDAQUnited States
CHASXChase Growth Fund Class N SharesNASDAQUnited States
WHGMXWestwood Quality SMidCap Fund Institutional ClassNASDAQUnited States
WHGLXWestwood Quality Value Fund Institutional ClassNASDAQUnited States
CHAIXChase Growth Fund Class InstitutionalNASDAQUnited States
ACTOBXAdvisors Disp 973 Advisors Corp Trust Navellier Dial High Income Opportunities PNASDAQ Unit TrustUnited States
ACTOCXAdvisors Disp Trust 974 Advisors Corp Trust Navellier Dial High Inc OpportunitieNASDAQ Unit TrustUnited States
HYBDHXAdvisors Disp Trust Advisors Corp High Yield Bond Hartford Investment ManagementNASDAQ Unit TrustUnited States
QSTAXQuantified STF Fund Advisor ClassNASDAQUnited States
QSTFXQuantified STF Fund Investor ClassNASDAQUnited States
BCCADXAdvisors Asset Managemen 1862 Blue Chip Covered Call PortfolioNASDAQ Unit TrustUnited States
DEMZDemocratic Large Cap Core ETFNASDAQUnited States
ACTIXAdvisors Capital Tactical Fixed Income FundNASDAQUnited States
ACUSXAdvisors Capital Total Return – Equity FundNASDAQUnited States
ACSMXAdvisors Capital Small/Mid Cap FundNASDAQUnited States
ACALXAdvisors Capital Active ALL Cap FundNASDAQUnited States
ACIFXAdvisors Capital International FundNASDAQUnited States
ACGRXAdvisors Capital Growth FundNASDAQUnited States
INDEX:AADR.ECAdvisorShares Dorsey Wright ADR ETFNASDAQUnited States
INDEX:AADR.NVAdvisorShares Dorsey Wright ADR ETFNASDAQUnited States

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New charts and graphs make managing your investments easy.
Evaluate stocks with step-by-step tools such as One-Click Scorecard, which lets you analyze investments based on leading strategies such as Robert Hagstrom's The Warren Buffet Way.

Track Your Portfolio Performance Online With Flexible Tools

Portfolio Performance

Track the performance of any of your portfolios.
Chart your portfolio and compare it to up to 10 other stocks, mutual funds, or benchmarks.
Analyze individual holding performance grouped by asset class.

Assess Your Risk vs. Return Potential Against Multiple Models

Risk vs. Return

Get detailed analysis of the risks and returns for all of your portfolios.
Compare your portfolio's asset allocation to the model portfolio of your choice.
Optimize your portfolio by maintaining the most efficient ratio of risk to returns with your asset allocation.

Assess Your Sector Exposure for One or More Portfolio Holdings

Sector Exposure

See the sector distribution of your portfolio and compare it to the model portfolio of your choice.
Read a concise summary of the areas where your portfolio differs most from the model.
Review a detailed sector breakdown for all assets in your portfolio.

Check Your Portfolios for Holding Overlap and View Options for Changes

Holdings Overlap

Select a portfolio to see how its holdings overlap with all of your holdings or a specific portfolio.
The Top 10 Holdings takes into account mutual fund assets giving you a clear idea of your exposure to an individual security.

Set Alerts to Monitor Your Portfolios

Portfolio Alerts

Select the portfolios or watchlists to monitor market changes throughout the day.
Set alerts when the value rises or falls to a specific level, or when the percent change is greater than the specified amount.

Track Security Performance by Using Symbol Alerts

Stock Alerts

Receive alerts on Stocks, Mutual Funds, ETFs, and Indices by entering a symbol.
Customize alerts by price, volume, or specific events like dividends, splits or earnings.

Proprietary One-Click Scorecard Methodology Provides In-Depth Company Analysis

One-Click Scorecard

Get opinions and detailed analysis from multiple independent sources.
Evaluate potential investment candidates and eliminate those equities that aren't up to snuff.
Learn more about the criteria and see how the company measures up in each category against its industry average.

Analyze Companies by Evaluating Various Company Fundamentals

Stock Evaluator

Assess the growth, financial health, management performance, market multiples and intrinsic value of a company.
Compare each fundamental against the industry average and learn more about what performance in each fundamental means.