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
MUTUAL:RBF1041Global Resources Fund Series DTSXCanada
MUTUAL:RBF1042Global Technology Fund Series DTSXCanada
MUTUAL:RBF654Premium U.S. Money Market Fund Series FTSXCanada
MUTUAL:RBF305Premium U.S. Money Market Fund Series ATSXCanada
MUTUAL:RBF1035Global Dividend Growth Series DTSXCanada
MUTUAL:RBF1027US Mid-Cap Equity Fund Series DTSXCanada
MUTUAL:RBF1023US Equity Fund Series DTSXCanada
MUTUAL:RBF1002Canadian Money Market Fund Series DTSXCanada
MUTUAL:RBF782O'Shaughnessy US Growth Fund II AdvisorTSXCanada
MUTUAL:RBF655O'Shaughnessy US Growth Fund II Series FTSXCanada
MUTUAL:RBF306O'Shaughnessy US Growth Fund II Series ATSXCanada
MUTUAL:RBF204O'Shaughnessy US Growth Fund II AdvisorTSXCanada
MUTUAL:RBF1046O'Shaughnessy US Growth Fund II Series DTSXCanada
MUTUAL:RBF178Global Precious Metals Fund Advisor SerTSXCanada
MUTUAL:RBF116US Income Fund Advisor SeriesTSXCanada
MUTUAL:RBF130North American Value Fund Advisor SeriesTSXCanada
MUTUAL:RBF172U.S. Mid-Cap Equity Currency Neutral AdvTSXCanada
MUTUAL:RBF175Asian Equity Fund Advisor SeriesTSXCanada
MUTUAL:RBF596Balanced Fund Series T8TSXCanada
MUTUAL:RBF597Global Balanced Fund Series T8TSXCanada
MUTUAL:RBF598Canadian Dividend Fund Series T8TSXCanada
MUTUAL:RBF599U.S. Dividend Fund Series T8TSXCanada
MUTUAL:RBF600Global Dividend Growth Series T8TSXCanada
MUTUAL:RBF764US Income Fund Advisor SeriesTSXCanada
MUTUAL:RBF766North American Value Fund Advisor SeriesTSXCanada
MUTUAL:RBF770U.S. Mid-Cap Equity Currency Neutral AdvTSXCanada
MUTUAL:RBF772Asian Equity Fund Advisor SeriesTSXCanada
MUTUAL:RBF857North American Value Fund Advisor SeriesTSXCanada
MUTUAL:RBF861U.S. Mid-Cap Equity Currency Neutral AdvTSXCanada
MUTUAL:RBF863Asian Equity Fund Advisor SeriesTSXCanada
MUTUAL:RBF865Global Precious Metals Fund Advisor SerTSXCanada
MUTUAL:RBF122Managed Payout Solution - Enhanced AdvTSXCanada
MUTUAL:RBF205Jantzi Balanced Fund Advisor SeriesTSXCanada
MUTUAL:RBF212Jantzi Canadian Equity Fund Advisor SerTSXCanada
MUTUAL:RBF213Jantzi Global Equity Fund Advisor SeriesTSXCanada
MUTUAL:RBF657Select Conservative Portfolio Series FTSXCanada
MUTUAL:RBF658Select Balanced Portfolio Series FTSXCanada
MUTUAL:RBF659Select Growth Portfolio Series FTSXCanada
MUTUAL:RBF660Select Aggressive Growth Portfolio Ser FTSXCanada
MUTUAL:RBF783Jantzi Balanced Fund Advisor SeriesTSXCanada
MUTUAL:RBF784Jantzi Canadian Equity Fund Advisor SerTSXCanada
MUTUAL:RBF785Jantzi Global Equity Fund Advisor SeriesTSXCanada
MUTUAL:RBF867Jantzi Balanced Fund Advisor SeriesTSXCanada
MUTUAL:RBF868Jantzi Canadian Equity Fund Advisor SerTSXCanada
MUTUAL:RBF869Jantzi Global Equity Fund Advisor SeriesTSXCanada
MUTUAL:RMA500RBC Private Corporate Bond Pool Class OTSXCanada
MUTUAL:RMA453RBC Private O'Shaughnessy US G Eq Pool OTSXCanada
MUTUAL:RMA452RBC Private O'Shaughnessy US Val Eq Pl OTSXCanada
MUTUAL:RMA451RBC Private O'Shaughnessy Cdn Equ Pool OTSXCanada
MUTUAL:RMA450RBC Private Canadian Growth & Inc Pool OTSXCanada
MUTUAL:RMA430RBC Private EAFE Equity Pool Class OTSXCanada
MUTUAL:RMA420RBC Private EAFE Equity Pool Class OTSXCanada
MUTUAL:RMA275RBC Private US Value Equity Pool Class OTSXCanada
MUTUAL:RMA270RBC Private US Small Cap Equ Pool Cls OTSXCanada
MUTUAL:RMA211RBC Private Canadian Value Equity Pool OTSXCanada
MUTUAL:RMA210RBC Private US Equity Pool Class OTSXCanada
MUTUAL:RMA208RBC Private Canadian Mid Cap Eqty Pool OTSXCanada
MUTUAL:RMA206RBC Private Canadian Equity Pool Class OTSXCanada
MUTUAL:RMA191RBC Private Overseas Equity Pool Class OTSXCanada
MUTUAL:RMA190RBC Private Overseas Equity Pool Class OTSXCanada
MUTUAL:RMA181RBC Private Global Dividend Gro Pool OTSXCanada
MUTUAL:RMA180RBC Private Income Pool Class OTSXCanada
MUTUAL:RMA175RBC Private US Value Equity Pool Class OTSXCanada
MUTUAL:RMA170RBC Private US Small Cap Equ Pool Cls OTSXCanada
MUTUAL:RMA167RBC Private US Growth Equity Pool Cls OTSXCanada
MUTUAL:RMA165RBC Private US Growth Equity Pool Cls OTSXCanada
MUTUAL:RMA155RBC Private World Equity Pool Class OTSXCanada
MUTUAL:RMA150RBC Private Core Canadian Equity Pool OTSXCanada
MUTUAL:RMA126RBC Private Canadian Bond Pool Class OTSXCanada
MUTUAL:RMA124RBC Private Canadian Dividend Pool Cls OTSXCanada
MUTUAL:RMA122RBC Private Short-Term Income Pool Cls OTSXCanada
MUTUAL:RMA120RBC Private European Equity Pool Class OTSXCanada
MUTUAL:RMA116RBC Private Asian Equity Pool Class OTSXCanada
MUTUAL:RMA115RBC Private US Mid Cap Equity Pool Cls OTSXCanada
MUTUAL:RMA114RBC Private US Mid Cap Equity Pool Cls OTSXCanada
MUTUAL:RMA112RBC Private International Equity Pool OTSXCanada
MUTUAL:RMA110RBC Private Global Bond Pool Class OTSXCanada
MUTUAL:RLI2020RBC O'Shaughnessy All-Canadian Equ GIFTSXCanada
MUTUAL:RLI2010RBC O'Shaughnessy All-Canadian Equ GIFTSXCanada
MUTUAL:RLI2000RBC O'Shaughnessy All-Canadian Equ GIFTSXCanada
MUTUAL:RLI1920RBC Global Balanced GIFTSXCanada
MUTUAL:RLI1910RBC Global Balanced GIFTSXCanada
MUTUAL:RLI1900RBC Global Balanced GIFTSXCanada
MUTUAL:RLI1700RBC Global Bond GIFTSXCanada
MUTUAL:RLI1800RBC U.S. Dividend GIFTSXCanada
MUTUAL:RLI1810RBC U.S. Dividend GIFTSXCanada
MUTUAL:RLI1820RBC U.S. Dividend GIFTSXCanada
MUTUAL:RMA257RBC Private US Large Cap Equity Pool OTSXCanada
MUTUAL:RMA258RBC Private US Large Cap Equity Pool OTSXCanada
MUTUAL:RBF871Select Very Conservative Port AdvisorTSXCanada
MUTUAL:RBF214Select Very Conservative Port AdvisorTSXCanada
MUTUAL:RBF664Select Very Conservative Portolio Ser FTSXCanada
MUTUAL:RBF787Select Very Conservative Port AdvisorTSXCanada
MUTUAL:RBF209Select Very Conservative Portolio Ser ATSXCanada
MUTUAL:RMA905RBC Private Short-Term Income Pool Cls FTSXCanada
MUTUAL:RMA906RBC Private Canadian Bond Pool Class FTSXCanada
MUTUAL:RMA907RBC Private Corporate Bond Pool Class FTSXCanada
MUTUAL:RMA908RBC Private Income Pool Class FTSXCanada
MUTUAL:RMA909RBC Private Global Bond Pool Class FTSXCanada
MUTUAL:RMA910RBC Private Canadian Dividend Pool Cls FTSXCanada

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.