Track Investments

Grow Your Nest Egg with Great Investment Management Tools

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Get a handle on all of your investments

Monitor all your investment accounts with the convenience of a single view

Track both liquid and retirement holdings including brokerage, 401(k)s, IRAs, options, bonds, ETFs, and mutual funds*

See all investment fees together to understand true market returns

Make the most out of the market

Easily set up stock watch lists to stay on top of potential opportunities

Analyze your portfolio versus target allocations (Windows only) and get a historical snapshot

Gain a clear view of your holdings and uncover concentrated positions with Morningstar’s X-Ray tool (Windows only)

Run IRR and ROI performance reports

Compare your portfolio performance to market benchmarks

Make tax planning a snap

See realized and unrealized gains for tax planning

Use What-if analysis to see tax implications of selling (Windows only)

Easily export transactions to assist with tax preparation

Specify lot assignments for optimal tax benefit

Find the Quicken that works for you


Everything in Deluxe, plus:

  • Free online bill payment
  • Priority access to customer support (a $49 value)*
  • Simplify your taxes and investments
  • Best value


Home & Business

Everything in Premier, plus:

  • Separate and categorize business and personal expenses
  • Email custom invoices from Quicken with payment links
  • Simplify and track your business tax deductions and your profit & loss

"I love having Quicken to track all my accounts and give me an overview of my net worth. I wouldn't have nearly as much understanding or control of my financial life without it."

B. Ridge
Quicken Premier

You are our top priority

Trusted for over 30 years

Over 17 million members have trusted Quicken to plan and grow their finances for over three decades.

30-day money-back guarantee

Quicken financial products are backed by a 30-day money-back guarantee.*

Safe and secure

Quicken protects your data with robust 256-bit encryption.