Track Investments

With Great, Investment Management Tools Grow Your Nest Egg 

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Make the most out of the market

  • Get a historical snapshot and analyze your portfolio versus target allocations (work in Windows only)
  • Run IRR and ROI performance reports
  • To market benchmarks, compare your portfolio performance
  • Uncover concentrated positions and holdings gain a clear view with Morningstar’s X-Ray tool (work in Windows only) 
  • To stay on top of potential opportunities you can easily set up stock watch lists




Make tax planning a snap

  • To assist with tax preparation now you can easily export transactions 
  • For tax planning, you can see unrealized and realized gains 
  • For optimal tax benefit, specify lot assignments 
  • Check tax implications of selling by using What-if analysis (Windows only) 


Easily handle on all of your investments

  • In a single view, you can monitor all your investment accounts 
  • Track both retirement holdings and liquid including options, ETFs, 401(k)s, IRAs, bonds, mutual funds and brokerage
  • To understand true market returns see all investment fees together

Find which Quicken is perfect for you



Home & Business

Everything in Deluxe, plus:

  • Free online bill payment (a $119/year value)*
  • Priority access to customer support (a $49 value)*
  • Simplify your investments and taxes
  • Best value



Everything in Premier, plus:

  • Track and simplify your profit & loss and business tax deductions 
  • Categorize and separate personal expenses and business 
  • With the help of payment link email custom invoices from Quicken