How do I copy a Quicken investment portfolio to a investment portfolio?

Learn how to view your investment portfolio on or

I use Quicken 2014. How do I upload investing accounts to

When you update Quicken transactions using the One Step Update, you can update your portfolio on However, it may be necessary for you to select the investment accounts you'd like to sync first.

  1. Choose Edit menu > Preferences.
  2. Choose Portfolio on the left pane.
  3. Select the investment accounts you want to view on
  4. Specify the settings you want to use.
  5. Click OK.
  6. Choose Tools menu > One Step Update.
  7. If you haven't already registered your software, you'll be prompted to do so at this time. 
  8. Click the Update Portfolio on checkbox to select it.
  9. Click the Update Now button, and then click Done.

To view your portfolio, go to and sign in.

I use Quicken 2013 or older. How do I view my portfolio accounts on

You can use the Quicken One Step Update to view your portfolio accounts on You can automatically select the information you want to update and run One Step Update automatically every time you start or exit Quicken.

To update your Quicken portfolio information on

  1. From the Quicken Edit menu, choose Preferences, and then choose Customize Online Updates.
  2. Click the Portfolio tab. If you receive the message Securities without ticker symbols will not be updated, click OK.
  3. Click the investment accounts you want to view on
  4. In the Portfolio Options section, if necessary:
    • Select the Track my Watch List on checkbox to include securities listed on the watch list of your Quicken data file in your portfolio.
    • Select the Send my Shares option button to be able to track your portfolio value on
    • Select the Send only my symbols option button if you only want to track the current share prices of the securities in your portfolio.
  5. Click OK, and then from the Quicken Online menu, choose One Step Update.
  6. If you have not already registered your software, you will be prompted to do so at this time.
  7. Click the Update my portfolio on checkbox to select it. A green checkmark appears.
  8. Click the Update Now button, and then click Done.

To view your portfolio online, go to  AT the top of the page, select Sign In > Investment Portfolio.

If you need assistance logging on to or resolving other issues, update your user account information for

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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.