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All your investment accounts tracked in one platform

Savvy investors know not to put all their eggs in one basket — but it’s essential to have all your baskets in sight. Be in control with Quicken’s investment management software
  • Simplify portfolio diversification — Quicken’s connections with more than 14,000 financial institutions unite all accounts in one place
  • See how changes in the market affect your investments
  • Plan for the near- and long-term — track both liquid and retirement holdings including brokerage, 401(k)s, IRAs, options, bonds, ETFs, and mutual funds*
  • Understand true market returns and make smarter moves by tracking investment fees all in one dashboard
dashboard of all investments
view actual and target stock information

Maximize your returns with insightful investment tracking features

  • Quicken’s investment management software features help you make lucrative money moves across accounts.
  • Track investment opportunities with stock watch lists
  • View market benchmarks to make investment portfolio performance comparisons
  • Monitor your goal progress with target portfolio allocation analysis (Windows) and historical snapshots
  • Easily run investment tracking reports to understand IRR and ROI
  • Minimize risk and maximize diversification by uncovering concentrated positions and other holding details with the Morningstar X-Ray tool (Windows)

Make investment tax planning easy

Understand your tax obligations while keeping more money in your pocket.
  • Don’t wait until tax time — view realized and unrealized gains anytime
  • Make better sell decisions with What-If Analysis (Windows) that predict tax implications
  • Easily export essential investment documents for tax prep
  • Use Quicken’s investment tracking features to specify lot assignments for optimal tax benefit
quickly buy and sell preview taxes that go with it

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”Worth its weight in gold — seriously,
worth so much more than I paid
for it. I don’t know what I would
do without Quicken.”

”Worth its weight in gold — seriously, worth so much more than I paid for it. I don’t know what I would do without Quicken.”

Stan
Quicken customer