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:DYN16251832 Asset Management LPTSXCanada
MUTUAL:HKB7505HSBC Global Asset Management (TSXCanada
MUTUAL:BTG304Beutel, Goodman & Company Ltd.TSXCanada
MUTUAL:DYN087G1832 Asset Management LPTSXCanada
MUTUAL:DYN687GSmall Business Fund (Non HST)TSXCanada
MUTUAL:DYN787GSmall Business Fund (Non HST)TSXCanada
MUTUAL:DYN3210Small Business Fund Series FITSXCanada
MUTUAL:DYN1787Small Business Fund (Marquis)TSXCanada
MUTUAL:DYN1788Small Business Fund (Marquis)TSXCanada
MUTUAL:DYN1789Small Business Fund (Marquis)TSXCanada
MUTUAL:FID1934Small Cap America Class ATSXCanada
MUTUAL:FID1935Small Cap America Class ATSXCanada
MUTUAL:FID1936Small Cap America Class A LL2TSXCanada
MUTUAL:FID1937Small Cap America Class BTSXCanada
MUTUAL:FID1938Small Cap America Class FTSXCanada
MUTUAL:FID1700Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1701Small Cap America Fund Series T5TSXCanada
MUTUAL:FID1704Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1702Small Cap America Fund Series T5 LL2TSXCanada
MUTUAL:FID1705Small Cap America Fund Series T8 LL2TSXCanada
MUTUAL:FID1703Small Cap America Fund Series T8TSXCanada
MUTUAL:FID1706Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1707Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1708Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1709Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1710Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1711Small Cap America Fund Class Series T5TSXCanada
MUTUAL:FID1712Small Cap America Fund Class Ser T5 LL2TSXCanada
MUTUAL:FID1713Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1714Small Cap America Fund Class Series T8TSXCanada
MUTUAL:FID1715Small Cap America Fund Class Ser T8 LL2TSXCanada
MUTUAL:FID1716Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1717Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1718Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1719Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1941Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1942Small Cap America Fund Series T5 LL2TSXCanada
MUTUAL:FID1939Small Cap America Fund Series T5TSXCanada
MUTUAL:FID1943Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1944Small Cap America Fund Series T8TSXCanada
MUTUAL:FID1945Small Cap America Fund Series T8 LL2TSXCanada
MUTUAL:FID1948Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1947Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1949Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1950Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1951Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1953Small Cap America Fund Class Ser T5 LL2TSXCanada
MUTUAL:FID1952Small Cap America Fund Class Series T5TSXCanada
MUTUAL:FID1954Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1956Small Cap America Fund Class Series T8TSXCanada
MUTUAL:FID1957Small Cap America Fund Class Ser T8 LL2TSXCanada
MUTUAL:FID1958Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1959Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1960Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1961Fidelity Investments Canada ULTSXCanada
ISMLSXSmall Cap Core Strategy 2013-3 CANASDAQ Unit TrustUnited States
IAACAXIVZ Small Cap Core Strategy 2014-1 CANASDAQ Unit TrustUnited States
MUTUAL:EMP055Empire Life Insurance CompanyTSXCanada
MUTUAL:EMP755Small Cap Equity Fund Class ATSXCanada
MUTUAL:ECF0555Small Cap Equity Fund - ATSXCanada
MUTUAL:ECF0755Small Cap Equity Fund - ATSXCanada
MUTUAL:ECF1555Small Cap Equity Fund - ATSXCanada
MUTUAL:ECF1755Small Cap Equity Fund - ATSXCanada
MUTUAL:FID2643Fidelity Investments Canada ULTSXCanada
MUTUAL:FID2644Fidelity Investments Canada ULTSXCanada
MUTUAL:FID2647Small Cap America Currency Neutral Cl T5TSXCanada
MUTUAL:FID2646Small Cap America Currency Neutral Cl ATSXCanada
MUTUAL:FID2645Fidelity Investments Canada ULTSXCanada
MUTUAL:FID2648Small Cap America Currency Neutral Cl T8TSXCanada
MUTUAL:FID2649Small Cap America Currency Neut Cl A LL2TSXCanada
MUTUAL:FID2651Small Cap America Currency Neut Cl T5LL2TSXCanada
MUTUAL:FID2655Fidelity Investments Canada ULTSXCanada
MUTUAL:FID2653Small Cap America Currency Neut Cl T8LL2TSXCanada
MUTUAL:FID2657Fidelity Investments Canada ULTSXCanada
MUTUAL:FID2659Fidelity Investments Canada ULTSXCanada
MUTUAL:FID2661Small Cap America Currency Neutral Cl FTSXCanada
MUTUAL:FID2663Small Cap America Currency Neutral Cl F5TSXCanada
MUTUAL:FID2665Small Cap America Currency Neutral Cl F8TSXCanada
MUTUAL:HKB3505HSBC Global Asset Management (TSXCanada
MUTUAL:ECF12055Empire Life Investments Inc.TSXCanada
MUTUAL:ECF12255Small Cap Equity GIF 75/100 - LTSXCanada
MUTUAL:ECF13055Empire Life Investments Inc.TSXCanada
MUTUAL:ECF13255Small Cap Equity GIF 100/100 - MTSXCanada
MUTUAL:ECF13555Small Cap Equity GIF 100/100 - MTSXCanada
PSSPXPrincipal SmallCap S&P 600 Index Fund R-5 ClassNASDAQUnited States
PSBSXPrincipal SmallCap Blend Fund R-4 ClassNASDAQUnited States
CSPAXAmerican Funds SMALLCAP World Fund® Class 529-ANASDAQUnited States
RSLBXAmerican Funds SMALLCAP World Fund® Class R-2NASDAQUnited States
PSBNXPrincipal SmallCap Blend Fund R-2 ClassNASDAQUnited States
RSLEXAmerican Funds SMALLCAP World Fund® Class R-4NASDAQUnited States
PSSNXPrincipal SmallCap S&P 600 Index Fund R-2 ClassNASDAQUnited States
PLLBXPrincipal SmallCap Blend Fund Class BNASDAQUnited States
RSLCXAmerican Funds SMALLCAP World Fund® Class R-3NASDAQUnited States
CSPFXAmerican Funds SMALLCAP World Fund® Class 529-FNASDAQUnited States
CSPEXAmerican Funds SMALLCAP World Fund® Class 529-ENASDAQUnited States
CSPCXAmerican Funds SMALLCAP World Fund® Class 529-CNASDAQUnited States
SMCWXAmerican Funds SMALLCAP World Fund® Class ANASDAQUnited States
SCWFXAmerican Funds SMALLCAP World Fund® Class F-1NASDAQUnited States
SCWCXAmerican Funds SMALLCAP World Fund® Class CNASDAQUnited States
PSBPXPrincipal SmallCap Blend Fund R-5 ClassNASDAQUnited 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.