Tell me about investing features in Quicken


Quicken combines data from all your investment accounts, no matter how many different financial institutions and plan administrators you have. Simply create a Quicken account for each of your real-world investment accounts, and then use the powerful research and analysis tools to examine all your investments in one place. The Investing tab, Portfolio, Portfolio Analyzer, Security List, and investment reports provide news, fundamentals, performance, history, and analysis. Perhaps just as importantly, you can create a personalized asset allocation target that includes all your accounts together, and then monitor and rebalance as necessary.


Keeping your records up to date is simple using the Enter Transaction dialogs. Better still, sign up for online account services with Quicken and simply update transactions, balances, and holdings directly from your participating financial institution (Internet access required).


You can also evaluate your holdings, research potential investments, download stock quotes and historical prices, and have Quicken alert you to important news about the securities in your portfolio or Watch List (Internet access required).


Quicken records the purchase dates and prices when you enter or download transactions, so you don't need to search for old brokerage statements to identify lots and calculate tax liability when you sell. Just tell Quicken how you want to handle the sale—First Shares In, Last Shares In, Minimum Gain, or Maximum Gain. The Capital Gains Estimator can help you optimize security sales to realize the greatest after-tax yield. And the capital gains report can save you hours at tax time.

 

Overviews

Tell me about using an investment transaction list
Tell me about tracking securities and security prices
Tell me about researching investment opportunities online
Tell me about updating investment account statements
Tell me about manually entering investment transactions
Tell me about tracking dividends and income
Tell me about tracking corporate actions
Tell me about tracking bonds and CDs
Tell me about tracking employee stock plans
Tell me about entering updates to a 401(k)/403(b) account
Tell me about reconciling investment accounts
Tell me about monitoring portfolio performance
Tell me about managing my portfolio's asset allocation
Tell me about estimating capital gains before selling
Tell me about making my historical information more complete
What if something goes wrong? 



 

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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.