Track Investments
Grow Your Nest Egg with Great Investment Management Tools
Get a handle on all of your investments
Monitor all your investment accounts with the convenience of a single view
Track both liquid and retirement holdings including brokerage, 401(k)s, IRAs, options, bonds, ETFs, and mutual funds*
See all investment fees together to understand true market returns
Make the most out of the market
Easily set up stock watch lists to stay on top of potential opportunities
Analyze your portfolio versus target allocations (Windows only) and get a historical snapshot
Gain a clear view of your holdings and uncover concentrated positions with Morningstar’s X-Ray tool (Windows only)
Run IRR and ROI performance reports
Compare your portfolio performance to market benchmarks
Make tax planning a snap
See realized and unrealized gains for tax planning
Use What-if analysis to see tax implications of selling (Windows only)
Easily export transactions to assist with tax preparation
Specify lot assignments for optimal tax benefit
Find the Quicken that works for you
Premier
Everything in Deluxe, plus:
- Free online bill payment (a $119/year value)*
- Priority access to customer support (a $49 value)*
- Simplify your taxes and investments
- Best value
Home & Business
Everything in Premier, plus:
- Separate and categorize business and personal expenses
- Email custom invoices from Quicken with payment links
- Simplify and track your business tax deductions and your profit & loss
"I love having Quicken to track all my accounts and give me an overview of my net worth. I wouldn't have nearly as much understanding or control of my financial life without it."
B. Ridge
Quicken Premier
