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:PCA356SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA256AShort Term Investment Fund Class PTSXCanada
MUTUAL:PCA356AShort Term Investment Fund Class FTSXCanada
MUTUAL:PCA602SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA058US Large Cap Index Fund Class OTSXCanada
MUTUAL:PCA358US Large Cap Index Fund Class FTSXCanada
MUTUAL:PCA601SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA607SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA624SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA625SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA626SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA627SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA628SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA633Income 100 Class ETSXCanada
MUTUAL:PCA634SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA635SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA636SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA637SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA638SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA639SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA640SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA656SEI Investments Canada CompanyTSXCanada
SVCMXSEI VP Balanced Strategy Fund Class IIINASDAQUnited States
SVCSXSEI VP Conservative Strategy Fund Class IIINASDAQUnited States
SVPMXSEI VP Moderate Strategy Fund Class IIINASDAQUnited States
SVPAXSEI VP Market Plus Strategy Fund Class IIINASDAQUnited States
SVPGXSEI VP Market Growth Strategy Fund Class IIINASDAQUnited States
SVPDXSEI VP Defensive Strategy Fund Class IIINASDAQUnited States
SVPNXSEI VP Defensive Strategy Fund Class IINASDAQUnited States
SVPPXSEI VP Market Plus Strategy Fund Class IINASDAQUnited States
SVPRXSEI VP Market Growth Strategy Fund Class IINASDAQUnited States
SVPTXSEI VP Conservative Strategy Fund Class IINASDAQUnited States
SVPYXSEI VP Moderate Strategy Fund Class IINASDAQUnited States
SVPUXSEI VP Balanced Strategy Fund Class IINASDAQUnited States
SPINXSEI Institutional Investments Trust S&P 500 Index Fund Class ANASDAQUnited States
SLDBXSEI Institutional Investments Trust Limited Duration Bond Fund Class ANASDAQUnited States
SMQFXSEI Institutional Investments Trust Emerging Markets Equity Fund Class ANASDAQUnited States
MUTUAL:PCA341Conservative Fund Class FTSXCanada
MUTUAL:PCA041Conservative Fund Class OTSXCanada
MUTUAL:PCA641Conservative Fund Class ETSXCanada
MUTUAL:PCA241Conservative Fund Class PTSXCanada
SEIC.ZYSEI Investments CoBATS Y For NASDAQ OMX Global Select MarketUnited States
SNAAXSEI Institutional Managed Trust Long/Short Alternative Fund Class ANASDAQUnited States
SCFYXSEI Institutional Managed Trust Core Fixed Income Fund Class YNASDAQUnited States
SCYYXSEI California Municipal Bond FundNASDAQUnited States
SEFCXSEI Institutional International Trust International Equity Fund Class YNASDAQUnited States
SDGFXSEI Daily Income Trust Short-Duration Government Fund Class YNASDAQUnited States
SEQFXSEI Institutional International Trust Emerging Markets Equity Fund Class YNASDAQUnited States
SFDYXSEI Inst Mgd Mid-Cap FundNASDAQUnited States
SGLYXSEI Institutional Managed Trust Global Managed Volatility Fund Class YNASDAQUnited States
SGMYXSEI GNMA FundNASDAQUnited States
SIDGXSEI Daily Income Trust: Intermediate-Term Government PortfolioNASDAQUnited States
SIFIXSEI International Fixed Income FundNASDAQUnited States
SIEDXSEI Institutional International Trust Emerging Markets Debt Fund Class YNASDAQUnited States
SHYMXSEI Tax Exempt Trust Short Duration Municipal Fund Class YNASDAQUnited States
SIYYXSEI Institutional Managed Trust High Yield Bond Fund Class YNASDAQUnited States
SLIYXSEI Institutional Managed Trust Multi-Asset Income Fund Class YNASDAQUnited States
SLFYXSEI Institutional Managed Trust Multi-Asset Inflation Managed Fund Class YNASDAQUnited States
SINYXSEI Tax Exempt Trust Intermediate-Term Municipal Fund Class YNASDAQUnited States
SLYCXSEI Institutional Managed Trust Large Cap Fund Class YNASDAQUnited States
SLRYXSEI Inst Mgd Large Cap Growth FundNASDAQUnited States
SMAYXSEI Inst Mgd Small Cap Growth FundNASDAQUnited States
SMLYXSEI Institutional Managed Trust Multi-Asset Capital Stability Fund Class YNASDAQUnited States
SMOYXSEI Institutional Managed Trust Multi-Asset Accumulation Fund Class YNASDAQUnited States
SMSYXSEI Massachusetts Municipal Bond FundNASDAQUnited States
SMUYXSEI Institutional Managed Trust Multi-Strategy Alternative Fund Class YNASDAQUnited States
SMYFXSEI Institutional Managed Trust Small Cap Fund Class YNASDAQUnited States
SNHYXSEI Institutional Managed Trust Enhanced Income Fund Class YNASDAQUnited States
SNJYXSEI New Jersey Municipal Bond FundNASDAQUnited States
SNYYXSEI New York Municipal Bond FundNASDAQUnited States
SPAYXSEI Pennsylvania Municipal Bond FundNASDAQUnited States
SPVYXSEI Inst Mgd Small Cap Value FundNASDAQUnited States
SRYRXSEI Institutional Managed Trust Real Return Fund Class YNASDAQUnited States
SREYXSEI Institutional Managed Trust Real Estate Fund Class YNASDAQUnited States
STAYXSEI Tax Exempt Trust Tax-Advantaged Income Fund Class YNASDAQUnited States
STLYXSEI Institutional Managed Trust Tax Managed Large Cap Fund Class YNASDAQUnited States
STMPXSEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund Class YNASDAQUnited States
STVYXSEI Institutional Managed Trust Tax-Managed Managed Volatility Fund Class YNASDAQUnited States
SUSWXSEI Institutional Managed Trust U.S. Fixed Income Fund Class YNASDAQUnited States
SUSYXSEI Institutional Managed Trust U.S. Managed Volatility Fund Class YNASDAQUnited States
SVAYXSEI Inst Mgd Large Cap Value FundNASDAQUnited States
SIDCXSEI Institutional Investments Trust Intermediate Duration Credit Fund Class ANASDAQUnited States
SLSFXSEI Institutional Managed Trust Long/Short Alternative Fund Class YNASDAQUnited States
CAVAXSEI Catholic Values Trust Catholic Values Equity Fund Class ANASDAQUnited States
CAVYXSEI Catholic Values Trust Catholic Values Equity Fund Class YNASDAQUnited States
CFVAXSEI Catholic Values Trust Catholic Values Fixed Income Fund Class ANASDAQUnited States
CFVYXSEI Catholic Values Trust Catholic Values Fixed Income Fund Class YNASDAQUnited States
SECYXSEI Daily Income Trust Ultra Short Duration Bond Fund Class YNASDAQUnited States
SETYXSEI Institutional Managed Trust S&P 500 Index FundNASDAQUnited States
SDYAXSEI Institutional Managed Trust Dynamic Asset Allocation Fund Class ANASDAQUnited States
SDYYXSEI Institutional Managed Trust Dynamic Asset Allocation Fund Class YNASDAQUnited States
MUTUAL:PCA503Canadian Equity Fund Class ZTSXCanada
MUTUAL:PCA502Canadian Fixed Income Fund Class ZTSXCanada
MUTUAL:PCA430Global Managed Volatility Fund Class STSXCanada
MUTUAL:PCA505EAFE Equity Fund Class ZTSXCanada
MUTUAL:PCA506Emerging Markets Fund Class ZTSXCanada
MUTUAL:PCA515Real Return Bond Fund Class ZTSXCanada
MUTUAL:PCA530Global Managed Volatility Fund Class ZTSXCanada
MUTUAL:PCA528All Equity Fund Class ZTSXCanada
MUTUAL:PCA535Moderate Fund Class ZTSXCanada

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.