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
GROWU.S. Global Investors IncNASDAQUnited States
HTMUS Geothermal IncNYSE MKT LLCUnited States
USBU.S. BancorpNYSEUnited States
USLQU S Liquids IncGrey MarketUnited States
USPHU.S. Physical Therapy IncNYSEUnited States
USWFU.S. Wind Farming IncGrey MarketUnited States
CUBECubeSmartNYSEUnited States
NEARXU.S. Global Investors Near-Term T/FNASDAQUnited States
GBTFXU.S. Global Investors All American Equity FundNASDAQUnited States
CAUKXShelton Capital Management U.S. Government Securities Fund Class KNASDAQUnited States
EUROXU.S. Global Investors Emerging Europe FundNASDAQUnited States
UNWPXU.S. Global Investors World Precious Minerals FundNASDAQUnited States
USCOXU.S. Global Investors China Region Fund Investor ClassNASDAQUnited States
CAUSXShelton Capital Management U.S. Government Securities Fund Direct SharesNASDAQUnited States
PSPFXU.S. Global Investors Global Resources FundNASDAQUnited States
MEGAXU.S. Global Investors Holmes MacroTrendsNASDAQUnited States
USERXU.S. Global Investors Gold and Precious Metals FundNASDAQUnited States
USPRU.S. Precious Metals IncOTCQBUnited States
USHPU.S. Helicopter CorpOTC Pink - No InformationUnited States
USB-HU.S. BancorpNYSEUnited States
MUTUAL:BNS559U.S. Bond Fund F ClassTSXCanada
MUTUAL:BNS582U.S. Index Fund Class FTSXCanada
MUTUAL:DFA222Dimensional Fund Advisors CanaTSXCanada
MUTUAL:DFA223Dimensional Fund Advisors CanaTSXCanada
MUTUAL:FID002Fidelity Investments Canada ULTSXCanada
MUTUAL:FID017Fidelity Investments Canada ULTSXCanada
MUTUAL:FID034Fidelity Investments Canada ULTSXCanada
MUTUAL:FID084Fidelity Investments Canada ULTSXCanada
MUTUAL:FID102U.S. Focused Stock Fund Series T8TSXCanada
MUTUAL:FID1112Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1212Fidelity Investments Canada ULTSXCanada
MUTUAL:FID1312U.S. Focused Stock Fund Series T5TSXCanada
MUTUAL:FID1512U.S. Focused Stock Fund Series T5TSXCanada
MUTUAL:FID1812U.S. Focused Stock Fund Series T5TSXCanada
MUTUAL:FID202Fidelity Investments Canada ULTSXCanada
MUTUAL:FID234Fidelity Investments Canada ULTSXCanada
MUTUAL:FID284Fidelity Investments Canada ULTSXCanada
MUTUAL:FID321U.S. Focused Stock Fund Series ATSXCanada
MUTUAL:FID331U.S. Focused Stock Fund Series ATSXCanada
MUTUAL:FID384U.S. Focused Stock Class Series ATSXCanada
MUTUAL:FID421U.S. Focused Stock Fund Series ATSXCanada
MUTUAL:FID502U.S. Focused Stock Fund Series T8TSXCanada
MUTUAL:FID534U.S. Focused Stock Fund Series ATSXCanada
MUTUAL:FID584U.S. Focused Stock Class Series ATSXCanada
MUTUAL:FID621Fidelity Investments Canada ULTSXCanada
MUTUAL:FID634Fidelity Investments Canada ULTSXCanada
MUTUAL:FID684Fidelity Investments Canada ULTSXCanada
MUTUAL:FID721Fidelity Investments Canada ULTSXCanada
MUTUAL:FID802U.S. Focused Stock Fund Series T8TSXCanada
MUTUAL:FID834U.S. Focused Stock Fund Series ATSXCanada
MUTUAL:GWL72024Great-West Life Assurance CompTSXCanada
MUTUAL:GWL72124Great-West Life Assurance CompTSXCanada
MUTUAL:GWL72214Great-West Life Assurance CompTSXCanada
MUTUAL:GWL72230Great-West Life Assurance CompTSXCanada
MUTUAL:GWL72314Great-West Life Assurance CompTSXCanada
MUTUAL:GWL72330Great-West Life Assurance CompTSXCanada
MUTUAL:RBF129RBC Global Asset Management InTSXCanada
MUTUAL:RBF132RBC Global Asset Management InTSXCanada
MUTUAL:RBF133RBC Global Asset Management InTSXCanada
MUTUAL:RBF171RBC Global Asset Management InTSXCanada
MUTUAL:RBF263RBC Global Asset Management InTSXCanada
MUTUAL:RBF336RBC Global Asset Management InTSXCanada
MUTUAL:RBF337RBC Global Asset Management InTSXCanada
MUTUAL:RBF449RBC Global Asset Management InTSXCanada
MUTUAL:RBF557RBC Global Asset Management InTSXCanada
MUTUAL:RBF558RBC Global Asset Management InTSXCanada
MUTUAL:RBF587RBC Global Asset Management InTSXCanada
MUTUAL:RBF588RBC Global Asset Management InTSXCanada
MUTUAL:RBF589RBC Global Asset Management InTSXCanada
MUTUAL:RBF590RBC Global Asset Management InTSXCanada
MUTUAL:RBF615RBC Global Asset Management InTSXCanada
MUTUAL:RBF617RBC Global Asset Management InTSXCanada
MUTUAL:RBF640RBC Global Asset Management InTSXCanada
MUTUAL:RBF644RBC Global Asset Management InTSXCanada
MUTUAL:RBF645RBC Global Asset Management InTSXCanada
MUTUAL:RBF702U.S. Dividend Fund AdvisorTSXCanada
MUTUAL:RBF704U.S. Equity Fund Advisor SeriesTSXCanada
MUTUAL:RBF768U.S. Equity Currency Neutral Advisor SerTSXCanada
MUTUAL:RBF769U.S. Mid-Cap Equity Fund Advisor SeriesTSXCanada
MUTUAL:RBF802U.S. Dividend Fund AdvisorTSXCanada
MUTUAL:RBF804U.S. Equity Fund Advisor SeriesTSXCanada
MUTUAL:RBF859U.S. Equity Currency Neutral Advisor SerTSXCanada
MUTUAL:RBF860U.S. Mid-Cap Equity Fund Advisor SeriesTSXCanada
MUTUAL:RBF902RBC Global Asset Management InTSXCanada
MUTUAL:TDB904TD Asset Management IncTSXCanada
MUTUAL:TDB655TD Asset Management IncTSXCanada
MUTUAL:TDB440TD Asset Management IncTSXCanada
MUTUAL:RBF1007RBC Global Asset Management InTSXCanada
MUTUAL:RBF1019RBC Global Asset Management InTSXCanada
MUTUAL:RBF1022RBC Global Asset Management InTSXCanada
MUTUAL:RBF1024RBC Global Asset Management InTSXCanada
MUTUAL:RBF1026RBC Global Asset Management InTSXCanada
MUTUAL:RBF1028RBC Global Asset Management InTSXCanada
MUTUAL:RBF1027RBC Global Asset Management InTSXCanada
MUTUAL:RBF1023RBC Global Asset Management InTSXCanada
UBLXFU Blox Holding AGGrey MarketUnited States
MUTUAL:DFA503U.S. Core Equity Fund Class I (H)TSXCanada
MUTUAL:FID3894Fidelity Investments Canada ULTSXCanada
MUTUAL:FID3884Fidelity Investments Canada ULTSXCanada
MUTUAL:FID3594U.S. Focused Stock Class Series T5TSXCanada

Create an Online Investing Center Account After Purchasing Premier

Create an Account

Track your 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.