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
MSFKXMFS® Total Return Fund Class R5NASDAQUnited States
MUEVXMFS® Blended Research® Core Equity Fund Class R5NASDAQUnited States
MWEMXMFS® Global Equity Fund Class R5NASDAQUnited States
SRFHXMFS® Equity Opportunities Fund Class R5NASDAQUnited States
DIFHXMFS® Diversified Income Fund Class R5NASDAQUnited States
MFGKXMFS® Government Securities Fund Class R5NASDAQUnited States
MGLRXMFS® Global Real Estate Fund Class R5NASDAQUnited States
NDVVXMFS® New Discovery Value Fund Class R5NASDAQUnited States
MUTUAL:CIG22125MFS Investment ManagementTSXCanada
MUTUAL:CIG22126MFS Investment ManagementTSXCanada
MUTUAL:CIG22129MFS Investment ManagementTSXCanada
MUTUAL:CIG22135MFS Investment ManagementTSXCanada
MUTUAL:CIG22136MFS Investment ManagementTSXCanada
MUTUAL:CIG22429MFS Investment ManagementTSXCanada
MUTUAL:CIG22106MFS Investment Management CanaTSXCanada
MUTUAL:CIG22406MFS Investment Management CanaTSXCanada
MUTUAL:CIG22729MFS Investment ManagementTSXCanada
MCSRXMFS® Commodity Strategy Fund Class R5NASDAQUnited States
MQLKXMFS® Limited Maturity Fund Class R5NASDAQUnited States
EQNBXMFS® Equity Income Fund Class BNASDAQUnited States
EQNAXMFS® Equity Income Fund Class ANASDAQUnited States
EQNCXMFS® Equity Income Fund Class CNASDAQUnited States
EQNIXMFS® Equity Income Fund Class INASDAQUnited States
EQNRXMFS® Equity Income Fund Class R1NASDAQUnited States
EQNSXMFS® Equity Income Fund Class R2NASDAQUnited States
EQNTXMFS® Equity Income Fund Class R3NASDAQUnited States
EQNUXMFS® Equity Income Fund Class R4NASDAQUnited States
EQNVXMFS® Equity Income Fund Class R5NASDAQUnited States
MGBOXMFS® Global Bond Fund R5NASDAQUnited States
MRNVXMFS® Absolute Return Fund R5NASDAQUnited States
GLMVXMFS® Global Multi-Asset Fund Class R5NASDAQUnited States
MUTUAL:SUN603MFS Investment Management CanaTSXCanada
LFEAXMFS® Lifetime® 2035 Fund Class ANASDAQUnited States
LFEBXMFS® Lifetime® 2035 Fund Class BNASDAQUnited States
LFECXMFS® Lifetime® 2035 Fund Class CNASDAQUnited States
LFEDXMFS® Lifetime® 2035 Fund Class INASDAQUnited States
LFERXMFS® Lifetime® 2035 Fund Class R1NASDAQUnited States
LFESXMFS® Lifetime® 2035 Fund Class R2NASDAQUnited States
LFETXMFS® Lifetime® 2035 Fund Class R3NASDAQUnited States
LFEUXMFS® Lifetime® 2035 Fund Class R4NASDAQUnited States
LFIAXMFS® Lifetime® 2055 Fund Class ANASDAQUnited States
LFIBXMFS® Lifetime® 2055 Fund Class BNASDAQUnited States
LFICXMFS® Lifetime® 2055 Fund Class CNASDAQUnited States
LFIIXMFS® Lifetime® 2055 Fund Class INASDAQUnited States
LFIRXMFS® Lifetime® 2055 Fund Class R1NASDAQUnited States
LFISXMFS® Lifetime® 2055 Fund Class R2NASDAQUnited States
LFIUXMFS® Lifetime® 2055 Fund Class R4NASDAQUnited States
LFITXMFS® Lifetime® 2055 Fund Class R3NASDAQUnited States
LFTCXMFS® Lifetime® 2015 Fund Class CNASDAQUnited States
LFTBXMFS® Lifetime® 2015 Fund Class BNASDAQUnited States
LFTIXMFS® Lifetime® 2015 Fund Class INASDAQUnited States
LFTDXMFS® Lifetime® 2015 Fund Class ANASDAQUnited States
LFTRXMFS® Lifetime® 2015 Fund Class R1NASDAQUnited States
LFTSXMFS® Lifetime® 2015 Fund Class R2NASDAQUnited States
LFTTXMFS® Lifetime® 2015 Fund Class R3NASDAQUnited States
LFTUXMFS® Lifetime® 2015 Fund Class R4NASDAQUnited States
LTMAXMFS® Lifetime® 2045 Fund Class ANASDAQUnited States
LTMBXMFS® Lifetime® 2045 Fund Class BNASDAQUnited States
LTMDXMFS® Lifetime® 2045 Fund Class CNASDAQUnited States
LTMKXMFS® Lifetime® 2045 Fund Class INASDAQUnited States
LTMRXMFS® Lifetime® 2045 Fund Class R1NASDAQUnited States
LTMSXMFS® Lifetime® 2045 Fund Class R2NASDAQUnited States
LTMTXMFS® Lifetime® 2045 Fund Class R3NASDAQUnited States
LTMUXMFS® Lifetime® 2045 Fund Class R4NASDAQUnited States
LTTAXMFS® Lifetime® 2025 Fund Class ANASDAQUnited States
LTTBXMFS® Lifetime® 2025 Fund Class BNASDAQUnited States
LTTCXMFS® Lifetime® 2025 Fund Class CNASDAQUnited States
LTTIXMFS® Lifetime® 2025 Fund Class INASDAQUnited States
LTTRXMFS® Lifetime® 2025 Fund Class R1NASDAQUnited States
LTTSXMFS® Lifetime® 2025 Fund Class R2NASDAQUnited States
LTTTXMFS® Lifetime® 2025 Fund Class R3NASDAQUnited States
LTTUXMFS® Lifetime® 2025 Fund Class R4NASDAQUnited States
EMLNXMFS® Emerging Markets Debt Local Currency Fund R5NASDAQUnited States
GLNNXMFS® Global New Discovery Fund Class R5NASDAQUnited States
MRGKXMFS® Core Equity Fund Class R5NASDAQUnited States
MTCLXMFS® Technology Fund Class R5NASDAQUnited States
OTCKXMFS® Mid Cap Growth Fund Class R5NASDAQUnited States
MVCKXMFS® Mid Cap Value Fund Class R5NASDAQUnited States
MIAKXMFS® Inflation-Adjusted Bond Fund Class R5NASDAQUnited States
MWOKXMFS® Global Growth Fund R5NASDAQUnited States
MVAAXSC Future Scholar Advisor 529 MFS Value Portfolio ANASDAQUnited States
MVAEXSC Future Scholar Advisor 529 MFS Value Portfolio ZNASDAQUnited States
MVLCXSC Future Scholar Advisor 529 MFS Value Portfolio CNASDAQUnited States
MUTUAL:MBUP29MFS LifePlan Income FundTSXCanada
MUTUAL:MBUP30MFS LifePlan Growth & Income FundTSXCanada
MUTUAL:MBUP31MFS LifePlan Growth FundTSXCanada
MLVBXMFS® Low Volatility Equity Fund Class BNASDAQUnited States
MLVAXMFS® Low Volatility Equity Fund Class ANASDAQUnited States
MLVGXMFS® Low Volatility Equity Fund Class CNASDAQUnited States
MLVHXMFS® Low Volatility Equity Fund Class INASDAQUnited States
MLVMXMFS® Low Volatility Equity Fund Class R1NASDAQUnited States
MLVPXMFS® Low Volatility Equity Fund Class R3NASDAQUnited States
MLVOXMFS® Low Volatility Equity Fund Class R2NASDAQUnited States
MLVRXMFS® Low Volatility Equity Fund Class R4NASDAQUnited States
MLVTXMFS® Low Volatility Equity Fund Class R5NASDAQUnited States
MVGAXMFS® Low Volatility Global Equity Fund Class ANASDAQUnited States
MVGBXMFS® Low Volatility Global Equity Fund Class BNASDAQUnited States
MVGCXMFS® Low Volatility Global Equity Fund Class CNASDAQUnited States
MVGIXMFS® Low Volatility Global Equity Fund Class INASDAQUnited States
MVGJXMFS® Low Volatility Global Equity Fund Class R1NASDAQUnited States

Create an Online Investing Center Account After Purchasing Premier

Create an Account

Track your 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.