Investment Tracking to Support Your Goals
Grow your nest egg with an investment tracking tool trusted by more than 17 million customers. Secure and user-friendly, Quicken helps you get the most from your investments.
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


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

”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
