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:PCA627SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA628SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA633SEI Investments Canada CompanyTSXCanada
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:PCA656SEI Investments Canada CompanyTSXCanada
SVCMXSEI VP Balanced Strategy FundNASDAQUnited States
SVCSXSEI VP Conservative Strategy FundNASDAQUnited States
SVPMXSEI VP Moderate Strategy FundNASDAQUnited States
SVPAXSEI VP Market Plus Strategy FundNASDAQUnited States
SVPGXSEI VP Market Growth Strategy FundNASDAQUnited States
SVPDXSEI VP Defensive Strategy FundNASDAQUnited States
SVPNXVP Defensive Strategy FundNASDAQUnited States
SVPPXVP MKT Plus Strategy FundNASDAQUnited States
SVPRXVP MKT Growth Strategy FundNASDAQUnited States
SVPTXVP Conservative Strategy FundNASDAQUnited States
SVPYXVP Moderate Strategy FundNASDAQUnited States
SVPUXVP Balanced Strategy FundNASDAQUnited States
SPINXSEI Inst Inv S&P 500 Index FundNASDAQUnited States
SLDBXSEI Inst Inv Limited Duration BondNASDAQUnited States
SMQFXSEI Institutional Investments Trust Emerging Markets Equity Fund Class ANASDAQUnited States
MUTUAL:PCA341SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA041SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA641SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA241SEI Investments Canada CompanyTSXCanada
SEIC.ZYSEI Investments CoBATS Y For NASDAQ OMX Global Select MarketUnited States
SNAAXSEI Inst Mgd Long/Short Alternative FundNASDAQUnited States
SCFYXSEI Inst Mgd Core Fixed Income FundNASDAQUnited States
SCYYXSEI California Municipal Bond FundNASDAQUnited States
SEFCXSEI International Equity FundNASDAQUnited States
SDGFXSEI Short-Duration Government FundNASDAQUnited States
SEQFXSEI Emerging Markets Equity FundNASDAQUnited States
SFDYXSEI Inst Mgd Mid-Cap FundNASDAQUnited States
SGLYXSEI Inst Mgd Global Managed Volatility FundNASDAQUnited States
SGMYXSEI GNMA FundNASDAQUnited States
SIDGXSEI Daily Income Trust: Intermediate-Term Government PortfolioNASDAQUnited States
SIFIXSEI International Fixed Income FundNASDAQUnited States
SIEDXSEI Emerging Markets Debt FundNASDAQUnited States
SHYMXSEI Short Duration Municipal FundNASDAQUnited States
SIYYXSEI Inst Mgd High Yield Bond FundNASDAQUnited States
SLIYXSEI Inst Mgd Multi-Asset Income FundNASDAQUnited States
SLFYXSEI Inst Mgd Multi-Asset Infl Managed FdNASDAQUnited States
SINYXSEI Tax Exempt Trust: Intermediate-Term Municipal PortfolioNASDAQUnited States
SLYCXSEI Inst Mgd Large Cap FundNASDAQUnited States
SLRYXSEI Inst Mgd Large Cap Growth FundNASDAQUnited States
SMAYXSEI Inst Mgd Small Cap Growth FundNASDAQUnited States
SMLYXSEI Inst Mgd Multi-Asset Capital Stability FdNASDAQUnited States
SMOYXSEI Instl Mgd Multi-Asset Accumulation FundNASDAQUnited States
SMSYXSEI Massachusetts Municipal Bond FundNASDAQUnited States
SMUYXSEI Inst Mgd Multi-Strategy Alternative FdNASDAQUnited States
SMYFXSEI Inst Mgd Small Cap FundNASDAQUnited States
SNHYXSEI Inst Mgd Enhanced Income FundNASDAQUnited 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 Inst Mgd Real Return FundNASDAQUnited States
SREYXSEI Inst Mgd Real Estate FundNASDAQUnited States
STAYXSEI Tax-Advantaged Income FundNASDAQUnited States
STLYXSEI Inst Mgd Tax-Managed Large Cap FundNASDAQUnited States
STMPXSEI Inst Mgd Tax-Managed Small/Mid Cap FundNASDAQUnited States
STVYXSEI Inst Mgd Tax-Managed Managed VolatilityNASDAQUnited States
SUSWXSEI Inst Mgd US Fixed Income FundNASDAQUnited States
SUSYXSEI Inst Mgd US Managed Volatility FundNASDAQUnited States
SVAYXSEI Inst Mgd Large Cap Value FundNASDAQUnited States
SIDCXSEI Inst Inv Intermediate Duration Credit FundNASDAQUnited States
SLSFXSEI Inst Mgd Long/Short Alternative FundNASDAQUnited States
CAVAXSEI Catholic Values Equity FundNASDAQUnited States
CAVYXSEI Catholic Values Equity FundNASDAQUnited States
CFVAXSEI Catholic Values Fixed Income FundNASDAQUnited States
CFVYXSEI Catholic Values Fixed Income FundNASDAQUnited States
SECYXSEI Ultra Short Duration Bond FundNASDAQUnited States
SETYXSEI Institutional Managed Trust S&P 500 Index FundNASDAQUnited States
SDYAXSEI Inst Mgd Dynamic Asset Allocation Fund ANASDAQUnited States
SDYYXSEI Inst Mgd Dynamic Asset Allocation Fund ANASDAQUnited States
MUTUAL:PCA503SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA502SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA430SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA504SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA505SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA506SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA515SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA536SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA530SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA528SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA524SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA535SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA537SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA538SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA551SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA541SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA555SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA556SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA8555SEI Investments Canada CompanyTSXCanada
MUTUAL:PCA8504SEI Investments Canada CompanyTSXCanada
GFAXXSEI Government FundNASDAQUnited States
SGMAXSEI Inst Inv Global Managed Volatility FundNASDAQUnited 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.