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
SNHY.DGSun Hydraulics CorpDirect Edge Holdings - EDGX - Global Select MarketUnited States
SNBC.DYSun Bancorp IncDirect Edge Holdings - EDGA - Global Select MarketUnited States
SNHY.DYSun Hydraulics CorpDirect Edge Holdings - EDGA - Global Select MarketUnited States
SLF.DYSun Life Financial IncDirect Edge Holdings - EDGA (CTA)United States
SUI.DYSun Communities IncDirect Edge Holdings - EDGA (CTA)United States
SLF.DGSun Life Financial IncDirect Edge Holdings - EDGX (CTA)United States
SUI.DGSun Communities IncDirect Edge Holdings - EDGX (CTA)United States
MUTUAL:SUN100Sun Life Global Investments (CTSXCanada
MUTUAL:SUN101Sun Life Global Investments (CTSXCanada
MUTUAL:SUN102Sun Life Global Investments (CTSXCanada
MUTUAL:SUN103Sun Life Global Investments (CTSXCanada
MUTUAL:SUN104Sun Life Global Investments (CTSXCanada
MUTUAL:SUN105Sun Life Global Investments (CTSXCanada
MUTUAL:SUN106Sun Life Global Investments (CTSXCanada
MUTUAL:SUN107Sun Life Global Investments (CTSXCanada
MUTUAL:SUN108Sun Life Global Investments (CTSXCanada
MUTUAL:SUN109Sun Life Global Investments (CTSXCanada
MUTUAL:SUN200Sun Life MFS Global Growth ATSXCanada
MUTUAL:SUN201Sun Life MFS Global Value ATSXCanada
MUTUAL:SUN202Sun Life MFS Total Total Return ATSXCanada
MUTUAL:SUN203Sun Life MFS International Growth ATSXCanada
MUTUAL:SUN204Sun Life MFS International Value ATSXCanada
MUTUAL:SUN205Sun Life MFS U.S. Growth ATSXCanada
MUTUAL:SUN206Sun Life MFS U.S. Value ATSXCanada
MUTUAL:SUN207Sun Life Money Market Fund ATSXCanada
MUTUAL:SUN208Sun Life Milestone 2020 Fund ATSXCanada
MUTUAL:SUN209Sun Life Milestone 2025 Fund ATSXCanada
MUTUAL:SUN210Sun Life Global Investments (CTSXCanada
MUTUAL:SUN211Sun Life Global Investments (CTSXCanada
MUTUAL:SUN300Sun Life MFS Global Growth ATSXCanada
MUTUAL:SUN301Sun Life MFS Global Value ATSXCanada
MUTUAL:SUN302Sun Life MFS Total Total Return ATSXCanada
MUTUAL:SUN303Sun Life MFS International Growth ATSXCanada
MUTUAL:SUN304Sun Life MFS International Value ATSXCanada
MUTUAL:SUN305Sun Life MFS U.S. Growth ATSXCanada
MUTUAL:SUN306Sun Life MFS U.S. Value ATSXCanada
MUTUAL:SUN307Sun Life Money Market Fund ATSXCanada
MUTUAL:SUN308Sun Life Milestone 2020 Fund ATSXCanada
MUTUAL:SUN309Sun Life Milestone 2025 Fund ATSXCanada
MUTUAL:SUN310Sun Life Milestone 2030 Fund ATSXCanada
MUTUAL:SUN311Sun Life Milestone 2035 Fund ATSXCanada
MUTUAL:SUN400Sun Life Global Investments (CTSXCanada
MUTUAL:SUN401Sun Life Global Investments (CTSXCanada
MUTUAL:SUN402Sun Life Global Investments (CTSXCanada
MUTUAL:SUN403Sun Life Global Investments (CTSXCanada
MUTUAL:SUN404Sun Life Global Investments (CTSXCanada
MUTUAL:SUN405Sun Life Global Investments (CTSXCanada
MUTUAL:SUN406Sun Life Global Investments (CTSXCanada
MUTUAL:SUN407Sun Life Global Investments (CTSXCanada
MUTUAL:SUN113Sun Life Global Investments (CTSXCanada
MUTUAL:SUN114Sun Life Global Investments (CTSXCanada
MUTUAL:SUN213Sun Life MFS U.S. Growth AHTSXCanada
MUTUAL:SUN214Sun Life MFS U.S. Value AHTSXCanada
MUTUAL:SUN313Sun Life MFS U.S. Growth AHTSXCanada
MUTUAL:SUN314Sun Life MFS U.S. Value AHTSXCanada
MUTUAL:SUN115BlackRock Asset Management CanTSXCanada
MUTUAL:SUN116BlackRock Asset Management CanTSXCanada
MUTUAL:SUN215Sun Life BlackRock Cdn Equity Fund ATSXCanada
MUTUAL:SUN216Sun Life BlackRock Cdn Balanced Fund ATSXCanada
MUTUAL:SUN315Sun Life BlackRock Cdn Equity Fund ATSXCanada
MUTUAL:SUN316Sun Life BlackRock Cdn Balanced Fund ATSXCanada
MUTUAL:SUN415BlackRock Asset Management CanTSXCanada
MUTUAL:SUN416BlackRock Asset Management CanTSXCanada
PTX:SLF-H*Sun Life Financial IncPure TradingCanada
TMX:SLF.PR.HSun Life Financial IncTMX Select - TSE L1Canada
TSE:SLF-HSun Life Financial IncTSXCanada
MUTUAL:SUN120Sun Life Global Investments (CTSXCanada
MUTUAL:SUN121Sun Life Global Investments (CTSXCanada
MUTUAL:SUN122Beutel, Goodman & Company Ltd.TSXCanada
MUTUAL:SUN123BlackRock Asset Management CanTSXCanada
MUTUAL:SUN125BlackRock Asset Management CanTSXCanada
MUTUAL:SUN126Sun Life Global Investments (CTSXCanada
MUTUAL:SUN127MFS Investment Management CanaTSXCanada
MUTUAL:SUN128MFS Investment Management CanaTSXCanada
MUTUAL:SUN129MFS Investment ManagementTSXCanada
MUTUAL:SUN130MFS Investment Management CanaTSXCanada
MUTUAL:SUN131MFS Investment ManagementTSXCanada
MUTUAL:SUN132MFS Investment ManagementTSXCanada
MUTUAL:SUN133MFS Investment Management CanaTSXCanada
MUTUAL:SUN136BlackRock Asset Management CanTSXCanada
MUTUAL:SUN137Sun Life Global Investments (CTSXCanada
MUTUAL:SUN138MFS Investment Management CanaTSXCanada
MUTUAL:SUN139MFS Investment Management CanaTSXCanada
MUTUAL:SUN140MFS Investment ManagementTSXCanada
MUTUAL:SUN142MFS Investment ManagementTSXCanada
MUTUAL:SUN143MFS Investment ManagementTSXCanada
MUTUAL:SUN220Sun Life Schroder Emerging Markets ATSXCanada
MUTUAL:SUN221Sun Life MFS Monthly Income ATSXCanada
MUTUAL:SUN222Sun Life Beutel Goodman Cdn Bond Fund ATSXCanada
MUTUAL:SUN223Sun Life BlackRock Cdn Balanced Fund AT5TSXCanada
MUTUAL:SUN225Sun Life BlackRock Cdn Equity Fund AT5TSXCanada
MUTUAL:SUN226Sun Life MFS Global Growth AT5TSXCanada
MUTUAL:SUN227Sun Life MFS Global Value AT5TSXCanada
MUTUAL:SUN228Sun Life MFS International Growth AT5TSXCanada
MUTUAL:SUN229Sun Life MFS International Value AT5TSXCanada
MUTUAL:SUN230Sun Life MFS Global Total Return AT5TSXCanada
MUTUAL:SUN231Sun Life MFS U.S. Growth AT5TSXCanada
MUTUAL:SUN232Sun Life MFS U.S. Value AT5TSXCanada
MUTUAL:SUN233Sun Life MFS Monthly Income AT5TSXCanada
MUTUAL:SUN236Sun Life BlackRock Cdn Equity Fund AT8TSXCanada

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.