Invest with confidence

Quicken Simplifi calculates both Internal Rate of Return (IRR) and Time-Weighted Rate of Return (TWR) for your portfolio. IRR accounts for the timing and size of your deposits and withdrawals, showing your actual dollar-weighted returns. TWR eliminates the impact of cash flows to show how well your investment selections performed. Having both metrics gives you a complete picture of your investment success.

Simplifi works exceptionally well for investors who want comprehensive portfolio tracking with sophisticated metrics but prefer a streamlined, intuitive interface over complex spreadsheets. Whether you're tracking a simple 401(k) or managing multiple investment accounts across several brokers, Simplifi provides the insights you need without unnecessary complexity. It's particularly valuable if you want to see your investments in context with your complete financial picture.

Simplifi's integrated news feed delivers curated financial news relevant to your specific holdings. Instead of generic market news, you receive updates about the companies you own, sectors you're invested in, and events that could impact your portfolio. This targeted approach helps you stay informed without information overload.

Yes, Simplifi aggregates all your investment accounts into a single portfolio view showing your total investment value, total returns, and combined performance metrics. You can also drill down to see individual account performance or analyze specific positions across multiple accounts.

Yes, Simplifi updates your portfolio with real-time market prices throughout the trading day. You'll see current values for stocks, ETFs, mutual funds, and cryptocurrency positions. Your portfolio value, individual position values, and day's gain/loss all update automatically without needing to refresh or manually input prices.

Absolutely. Simplifi maintains your complete balance history, letting you analyze performance over any time period — last month, year-to-date, any custom time period, or since you started tracking. Visual charts show portfolio growth trends, and you can compare different time periods to evaluate how strategy changes or market events affected your returns.

While brokerage apps show one account, Simplifi consolidates all your investment accounts from multiple brokers into one complete view. You get unified performance metrics across your entire portfolio, and you can track your investments alongside your complete financial picture — including spending, savings, and cash flow projections.

Yes, Quicken Simplifi tracks both taxable brokerage accounts and tax-advantaged retirement accounts. You can view them separately or together, helping you understand your complete investment picture and make informed decisions about asset location and contribution strategies.

Yes, Quicken Simplifi offers secure sharing capabilities. You can grant access to a partner, financial advisor, or tax professional, letting them view your portfolio performance and holdings. Each person gets their own login credentials while accessing the same real-time data.