Investing Center Preview – Manage your investments and watch your net worth grow.

Quotes and Research

Quicken's Money Guide now brings you more than just the latest stock price. Review historical stock prices, assess industry relative performance, and browse latest company headlines. Quicken's One-Click Scorecard puts analyst insight at your fingertips. Start by typing a symbol or part of the company name in this form to begin your search.

SymbolCompany NameExchangeCountry
PTX:BXF*First Asset DEX 1-5 Year Laddered Government Strip Bond Index ETFPure TradingCanada
PTX:BXF.A*First Asset DEX 1-5 Year Laddered Government Strip Bond Index ETFPure TradingCanada
FGLBAXFirst Trust 4227 Global Equity Purchasing Power PortfolioNASDAQ Unit TrustUnited States
FDUNEXFT Capital Strength Buy-Write 8 CANASDAQ Unit TrustUnited States
FESJWXFT Precious Metals Select 32 CANASDAQ Unit TrustUnited States
FMKDLXFT International High Div Equity 12 CANASDAQ Unit TrustUnited States
BANC-CBanc of California IncNYSEUnited States
FCSKEXFT ETF Growth & Income June 2013 CANASDAQ Unit TrustUnited States
FIELSXFT Senior Loan & Lim Dur CE 39 CANASDAQ Unit TrustUnited States
FDTFBXFT Multi-Sector Income 16 CANASDAQ Unit TrustUnited States
FKOOCXFT North American Shale 2 CANASDAQ Unit TrustUnited States
FYNMRXFT Dividend Income Plus 10 CANASDAQ Unit TrustUnited States
FORPWXFT MLP Closed-End Fund & Energy 27 CANASDAQ Unit TrustUnited States
FSBCLXSabrient Forward Looking Value Portfolio Series CANASDAQ Unit TrustUnited States
FVCIMXLimited Duration Preferred Portfolio Series CANASDAQ Unit TrustUnited States
FCSLTXHomebuilders Recovery Select Portfolio, Series 4 CANASDAQ Unit TrustUnited States
FELKRXWater Utility & Infrastructure Select Portfolio, Series 29 CANASDAQ Unit TrustUnited States
FWDABXAlternative Income Portfolio Series CANASDAQ Unit TrustUnited States
FLDWBXRichard Bernstein Advisors Quality Income Portfolio, Series 9 CANASDAQ Unit TrustUnited States
FTIPVXEnergy Select Portfolio, Series 47 CANASDAQ Unit TrustUnited States
FWAHSXEmerging Markets Closed-End and ETF Portfolio, Series 4 CANASDAQ Unit TrustUnited States
FHPTUXFT Dividend Strength 19 CANASDAQ Unit TrustUnited States
FSKURXFT Strategic Income Plus CE 52 CANASDAQ Unit TrustUnited States
FRCVFirst Virginia Community BankOTCBB - OTCQBUnited States
FERCSXU.S. Equity Closed-End Portfolio, Series 8 CANASDAQ Unit TrustUnited States
FOPKLXEquity Income Select Portfolio, Series 36 CANASDAQ Unit TrustUnited States
FVIECXSenior Loan & Limited Duration Closed-End Portfolio, Series 40 CANASDAQ Unit TrustUnited States
FBHDPXMunicipal Income Plus Closed-End Portfolio, Series 38 CANASDAQ Unit TrustUnited States
FDYHWXMunicipal Income Closed-End Portfolio, Series 56 CANASDAQ Unit TrustUnited States
FLYDKXSenior Loan & Limited Duration Opportunities Closed-End Portfolio, Series 24 CANASDAQ Unit TrustUnited States
FGHRUXUtilities Select Portfolio, Series 26 CANASDAQ Unit TrustUnited States
FOIESXStrategic Dividend Plus Portfolio, Series 13 CANASDAQ Unit TrustUnited States
FMTGLXUncommon Values Growth & Income Series, 2013 CANASDAQ Unit TrustUnited States
FRYSVXUncommon Values Trust, 2013 Series CANASDAQ Unit TrustUnited States
FAHJNXGlobal Dividend Portfolio, Series 34 CANASDAQ Unit TrustUnited States
FDRLGXNew Jersey Municipal Income Select Closed-End Portfolio, Series 27 CANASDAQ Unit TrustUnited States
FPMARXDorsey Wright Relative Strength Dividend Portfolio, Series 10 CANASDAQ Unit TrustUnited States
FPOMIXGlobal Infrastructure Portfolio, Series 21 CANASDAQ Unit TrustUnited States
FHEDUXSenior Loan & Limited Duration Closed-End Portfolio, Series 41 CANASDAQ Unit TrustUnited States
FTBELXRichard Bernstein Advisors Tactical Series, American Industrial Renaissance, 2013-3 CANASDAQ Unit TrustUnited States
FMNRLXSabrient Dividend Portfolio, Series 2 CANASDAQ Unit TrustUnited States
FAIGUXMunicipal Income Select Closed-End and Short Treasury ETF, Series 3 CANASDAQ Unit TrustUnited States
FHRYLXFT Tax Ex Muni Inc Tr Lg Interm 6 CANASDAQ Unit TrustUnited States
FBLEGXFT Investment Grd Mu-Asst Inc L/T 8 CANASDAQ Unit TrustUnited States
FROGLXFT Tax Exempt Muni Inc Interm 6 CANASDAQ Unit TrustUnited States
FPUYRXFT Technology Select 49 CANASDAQ Unit TrustUnited States
FMFFirst Trust Morningstar Futures Strategy FundNYSE ArcaUnited States
INDEX:MFiv.PFirst Trust Morningstar Managed Futures Strat FundNYSE ArcaUnited States
INDEX:FMF.NVFirst Trust Morningstar Managed Futures Strat FundNYSE ArcaUnited States
INDEX:FMF.SOFirst Trust Morningstar Managed Futures Strat FundNYSE ArcaUnited States
INDEX:FMF.TCFirst Trust Morningstar Managed Futures Strat FundNYSE ArcaUnited States
FIBANXFT Multi-Sector Income 17 CANASDAQ Unit TrustUnited States
FNTRUXFT High Dividend Equity Alloc 8 CANASDAQ Unit TrustUnited States
FTAGCXFT Diversified High Income CE 12 CANASDAQ Unit TrustUnited States
FERSPXFT MLP Closed-End Fund & Energy 28 CANASDAQ Unit TrustUnited States
FPOACXFT Confluence REIT Income & Gr 2 CANASDAQ Unit TrustUnited States
FERSTXFT Div Income & Growth 2013 Fall CANASDAQ Unit TrustUnited States
FSIEUXFT Municipal Advantage CE & ETF 21 CANASDAQ Unit TrustUnited States
FAPDEXFT Natural Gas 18 CANASDAQ Unit TrustUnited States
FOTPLXFT Income Div Eq Allc (IDEA) 2 CANASDAQ Unit TrustUnited States
FSKVAXFT Banking Opportunity 11 CANASDAQ Unit TrustUnited States
FHJDRXFT Municipal Income Select CE 54 CANASDAQ Unit TrustUnited States
FEBRIXFT Core Three CE Allocation 11 CANASDAQ Unit TrustUnited States
FMOTCXFT Limited Duration Fxd Inc ETF 3 CANASDAQ Unit TrustUnited States
FYJOIXFT Limited Dur & Hi Yld Fxd Inc ETF 1 CANASDAQ Unit TrustUnited States
FABRFirst Alliance Bancshares IncOTCQBUnited States
FULYTXFT Dorsey Wright Rela Stre T50 11 CANASDAQ Unit TrustUnited States
FHSIDXFT Equity Closed-End 27 CANASDAQ Unit TrustUnited States
FVPRMXFT Strategic Income Adv Sel CE 37 CANASDAQ Unit TrustUnited States
FRIEPXFT Senior Loan & Lim Dur CE 43 CANASDAQ Unit TrustUnited States
FKNABXFT Global Bond Income Plus CE 32 CANASDAQ Unit TrustUnited States
FRULEXFT Global Gorillas 3 CANASDAQ Unit TrustUnited States
FPDEUXFT First Trust ETF Allocation 6 CANASDAQ Unit TrustUnited States
FRIUCXFT Inflation Hedge Opportunity 18 CANASDAQ Unit TrustUnited States
FSPWDXFT Invmt Grd Multi-Asst Inc 10-20Y 7 CANASDAQ Unit TrustUnited States
OMG:ULC.UN**First Asset U S & Canada LifeCo Income FundOmega - Canadian ATSCanada
PTX:ULC.UN*First Asset U S & Canada LifeCo Income FundPure TradingCanada
TSE:ULC.UNFirst Asset U S & Canada LifeCo Income FundTSXCanada
FAPEOXFT Core Three Qualified CE Allc 4 CANASDAQ Unit TrustUnited States
FSHROXFT Global Equity Income CE 31 CANASDAQ Unit TrustUnited States
FTKWEXFT Capital Strength Buy-Write 10 CANASDAQ Unit TrustUnited States
YDIV.ZYFirst Trust Intl Multi-Asset Diversified Inc IndexBATS Y For NASDAQ OMX Global Market (Large Cap)United States
YDIVInternational Multi-Asset Diversified Income Index FundNASDAQUnited States
FRVICXFT Corporate High Income 8 CANASDAQ Unit TrustUnited States
FGKTNXFT International Capital Strength 17 CANASDAQ Unit TrustUnited States
FNAIDXFT SMid Capital Strength 17 CANASDAQ Unit TrustUnited States
FTEVBXFT Homebuilders Recovery 7 CANASDAQ Unit TrustUnited States
FPMELXFT Emerging Markets Strength 19 CANASDAQ Unit TrustUnited States
FDUKTXFirst Trust 4359 Global Dividend Opportunity TrustNASDAQ Unit TrustUnited States
FCRAFXFT REIT Growth & Income Plus 16 CANASDAQ Unit TrustUnited States
FMLLKXFT US Energy Independence 1 CANASDAQ Unit TrustUnited States
OMG:FSL.A**First Trust Senior Loan ETFOmega - Canadian ATSCanada
OMG:FSL**First Trust Senior Loan ETFOmega - Canadian ATSCanada
TSE:FSL.AFirst Trust Senior Loan ETF (CAD-Hedged) AdvisorTSXCanada
PTX:FSL.A*First Trust Senior Loan ETFPure TradingCanada
PTX:FSL*First Trust Senior Loan ETFPure TradingCanada
TSE:FSLFirst Trust Senior Loan ETF (CAD-Hedged) CommonTSXCanada
FOVNCXFT Technology Dividend 5 CANASDAQ Unit TrustUnited States
FSCUEXFT Richard Bern Adv Glb Div King 7 CANASDAQ Unit TrustUnited States
FSKHNXFT Global Automobile and Parts 1 CANASDAQ Unit TrustUnited States

Create an Online Investing Center Account After Purchasing Premier

Create an Account

Track your Quicken.com Investing Portfolio wherever you use the web.
New charts and graphs make managing your investments easy.
Evaluate stocks with step-by-step tools such as One-Click Scorecard, which lets you analyze investments based on leading strategies such as Robert Hagstrom's The Warren Buffet Way.

Track Your Portfolio Performance Online With Flexible Tools

Portfolio Performance

Track the performance of any of your portfolios.
Chart your portfolio and compare it to up to 10 other stocks, mutual funds, or benchmarks.
Analyze individual holding performance grouped by asset class.

Assess Your Risk vs. Return Potential Against Multiple Models

Risk vs. Return

Get detailed analysis of the risks and returns for all of your portfolios.
Compare your portfolio's asset allocation to the model portfolio of your choice.
Optimize your portfolio by maintaining the most efficient ratio of risk to returns with your asset allocation.

Assess Your Sector Exposure for One or More Portfolio Holdings

Sector Exposure

See the sector distribution of your portfolio and compare it to the model portfolio of your choice.
Read a concise summary of the areas where your portfolio differs most from the model.
Review a detailed sector breakdown for all assets in your portfolio.

Check Your Portfolios for Holding Overlap and View Options for Changes

Holdings Overlap

Select a portfolio to see how its holdings overlap with all of your holdings or a specific portfolio.
The Top 10 Holdings takes into account mutual fund assets giving you a clear idea of your exposure to an individual security.

Set Alerts to Monitor Your Portfolios

Portfolio Alerts

Select the portfolios or watchlists to monitor market changes throughout the day.
Set alerts when the value rises or falls to a specific level, or when the percent change is greater than the specified amount.

Track Security Performance by Using Symbol Alerts

Stock Alerts

Receive alerts on Stocks, Mutual Funds, ETFs, and Indices by entering a symbol.
Customize alerts by price, volume, or specific events like dividends, splits or earnings.

Proprietary One-Click Scorecard Methodology Provides In-Depth Company Analysis

One-Click Scorecard

Get opinions and detailed analysis from multiple independent sources.
Evaluate potential investment candidates and eliminate those equities that aren't up to snuff.
Learn more about the criteria and see how the company measures up in each category against its industry average.

Analyze Companies by Evaluating Various Company Fundamentals

Stock Evaluator

Assess the growth, financial health, management performance, market multiples and intrinsic value of a company.
Compare each fundamental against the industry average and learn more about what performance in each fundamental means.