How do I add a security to a portfolio in Quicken 2007 for Mac?


You need to set up each of the securities for which you will be entering transactions in your investment account. You can either set up all the securities before you start entering transactions, or you can set them up "on the fly" while you are entering transactions, since Quicken offers to let you set up a new security whenever you enter a name it doesn't recognize.

  1. Choose Activities > Portfolio.
  2. From the Portfolio window, click Add Security.
  3. Enter a name for the security and click OK.
  4. If Quicken cannot find the security you entered, you can set the new security up: click Set Up. Otherwise, continue with step 10.
  5. If you plan to export or import price data or retrieve prices online, enter the symbol for the security in the Symbol field. When there is more than one class of stock, add a period (.) after the stock symbol, followed by the class designation. For example, enter Berkshire Hathaway Class A as BRK.A.
  6. Enter a security type in the Type field. (Optional) Quicken can use security types to group securities in the Portfolio window and to sort and subtotal investment reports and graphs.

    If no option in the list is appropriate, choose Edit from the Type menu and click New in the Types window. For example, you might add Money Fund, T-Bill, Tax-Free Bond, Option, REIT, or Unit Trust.
  7. Enter an investment goal in the Goal field. (Optional) Quicken can use investment goals to group securities in the Portfolio window and to sort and subtotal investment reports and graphs.

    If no option in the list is appropriate, choose Edit from the Goal menu and click New in the Goals window. For example, you might add Retirement, Down Payment, Remodeling, Growth & Income, or Medium Risk. You can also use goals to designate industry groups (such as technology, energy, consumer products, and so on).
  8. Enter prices in the Above and Below fields. (Optional) When you download security prices (by choosing Online > Update Security Prices) and the price of the security reaches either price, Quicken will alert you in the Download Summary window. 
  9. Select the Taxable checkbox if this security is taxable.
  10. Select the Hide in lists checkbox if you do not want the security to appear in the Security list or Portfolio. To show a hidden security, choose Lists > Securities and click the Show hidden securities checkbox. 
  11. Select the 'Show in Portfolio Watch List' checkbox if you don't own this security and just want to track it in the Watch List.
  12. Click Create. Quicken adds the security to the Securities list. 
  13. From the Action Type window, select whether you want to use a Move Shares In action or a Buy action to add shares to your investment account.

Note

To track Canadian securities, you must enter the Canadian prefix followed by a ":", then your stock or mutual fund symbol, for example, TSE:BCE or F:GBC311.

CDNX:

Canadian Venture Exchange

TSE:

Toronto Stock Exchange

F:

Canadian mutual fund

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.