How do I screen stocks and mutual funds before investing?

Ready to invest? Use online research tools for screening and evaluation to target your investment stock, bond, and mutual fund opportunities.

     1. If Classic Menus are not turned on, choose View menu > Classic Menus to turn them on.

     2. Choose Investing menu > Online Portfolio.

     3. Sign in or create and account on

     4. At the top of the Quicken Investing page, click Quotes and Research.

     5. Click to choose among the tools listed just below the tabs.


Internet access required.


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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.