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:SIC212U.S. Equity Fund Class FTSXCanada
MUTUAL:SIC012U.S. Equity Fund Class BTSXCanada
MUTUAL:SIC512U.S. Equity Fund Class ATSXCanada
MUTUAL:SIC512LU.S. Equity Fund Class ATSXCanada
MUTUAL:DYN29331832 Asset Management LPTSXCanada
MUTUAL:DYN2932U.S. Sector Focus Class Series ATSXCanada
MUTUAL:DYN2930U.S. Sector Focus Class Series ATSXCanada
GROW.ZYU.S. Global Investors IncBATS Y For NASDAQ OMX Capital Market (Small Cap)United States
MUTUAL:BNS182U.S. Index Fund Series DTSXCanada
MUTUAL:BLA600U.S. Balanced Growth GIF Prestige Cl HLDTSXCanada
MUTUAL:RBF3029RBC Global Asset Management InTSXCanada
MUTUAL:RBF3030RBC Global Asset Management InTSXCanada
MUTUAL:RBF3129RBC Global Asset Management InTSXCanada
MUTUAL:RBF3130RBC Global Asset Management InTSXCanada
MUTUAL:RBF3229RBC Global Asset Management InTSXCanada
MUTUAL:RBF3230RBC Global Asset Management InTSXCanada
MUTUAL:RBF3429U.S. Mid-Cap Value Equity Class Ser AdvsTSXCanada
MUTUAL:RBF3430U.S. Small-Cap Core Equity Class Ser AdvTSXCanada
MUTUAL:RBF3529RBC Global Asset Management InTSXCanada
MUTUAL:RBF3530RBC Global Asset Management InTSXCanada
MUTUAL:RBF3629RBC Global Asset Management InTSXCanada
MUTUAL:RBF3630RBC Global Asset Management InTSXCanada
MUTUAL:RBF3729RBC Global Asset Management InTSXCanada
MUTUAL:RBF3730RBC Global Asset Management InTSXCanada
MUTUAL:RBF3829RBC Global Asset Management InTSXCanada
MUTUAL:RBF3830RBC Global Asset Management InTSXCanada
MUTUAL:DYN7097U.S. Dividend Advantage Fund T LL2TSXCanada
MUTUAL:DYN7096U.S. Dividend Advantage Fund LL2TSXCanada
MUTUAL:DYN7098U.S. Monthly Income Fund LL2TSXCanada
MUTUAL:DYN7125U.S. Sector Focus Class Series A LL2TSXCanada
MUTUAL:TDB3042TD Asset Management IncTSXCanada
MUTUAL:TDB3049TD Asset Management IncTSXCanada
MUTUAL:BNS553U.S. Blue Chip Fund F ClassTSXCanada
MUTUAL:BNS591U.S. Opportunities Fund Class FTSXCanada
OMG:USF.UN**U.S. Financials Income FundOmega - Canadian ATSCanada
PTX:USF.UN*U.S. Financials Income FundPure TradingCanada
TSE:USF.UNU.S. Financials Income FundTSXCanada
MUTUAL:DYN29341832 Asset Management LPTSXCanada
MUTUAL:DYN29441832 Asset Management LPTSXCanada
MUTUAL:DYN2943U.S. Sector Focus Class Series ATSXCanada
MUTUAL:DYN2945U.S. Sector Focus Class Series ATSXCanada
MUTUAL:DYN29471832 Asset Management LPTSXCanada
TSE:USU.S. Dividend Growers Income Corp.TSXCanada
OMG:US**U.S. Dividend Growers Income CorpOmega - Canadian ATSCanada
PTX:US*U.S. Dividend Growers Income CorpPure TradingCanada
MUTUAL:MIDUSUNU.S. Dividend Growers Income CorpTSXCanada
NEO:USU.S. Dividend Growers Income CorpAequitas NEO ExchangeCanada
NEO:USF.UNU.S. Financials Income FundAequitas NEO ExchangeCanada
NEO:USH.UNU.S. Housing Recovery FundAequitas NEO ExchangeCanada
NEO:USM.UNU.S. Agency Mortgage-Backed REIT Advantaged FundAequitas NEO ExchangeCanada
NLB:USU.S. Dividend Growers Income CorpAequitas Lit BookCanada
NLB:USF.UNU.S. Financials Income FundAequitas Lit BookCanada
NLB:USH.UNU.S. Housing Recovery FundAequitas Lit BookCanada
NLB:USM.UNU.S. Agency Mortgage-Backed REIT Advantaged FundAequitas Lit BookCanada
MUTUAL:DYN24831832 Asset Management LPTSXCanada
JETSU.S. Global Jets ETFNYSE ArcaUnited States
MUTUAL:DFA682Dimensional Fund Advisors CanaTSXCanada
MUTUAL:DFA683Dimensional Fund Advisors CanaTSXCanada
MUTUAL:DFA686Desjardins Financial SecurityTSXCanada
MUTUAL:DFA685Desjardins Financial SecurityTSXCanada
UDISp.SIGU10 SASigmaX MTF Dark poolUnited States
PTX:UWE*U3O8 CorpPure TradingCanada
UWEFFU3O8 CorpOTCQX InternationalUnited States
OMG:UWE**U3O8 CorpOmega - Canadian ATSCanada
NEO:UWEU3O8 CorpAequitas NEO ExchangeCanada
NLB:UWEU3O8 CorpAequitas Lit BookCanada
UAMMUa Multimedia IncOTC Pink - Current InformationUnited States
UAGZUA Granite CorpOTCBB - OTC Pink Current InformationUnited States
ED.RTX%2MUAE Dirham 2 Month DepositPhiladelphia Options ExchangeUnited States
ED.RTX%3MUAE Dirham 3 Month DepositPhiladelphia Options ExchangeUnited States
ED.RTX%1MUAE Dirham 1 Month DepositPhiladelphia Options ExchangeUnited States
ED.RTX%1YUAE Dirham 1 Year DepositPhiladelphia Options ExchangeUnited States
ED.RTX%6MUAE Dirham 6 Month DepositPhiladelphia Options ExchangeUnited States
ED.RTX%9MUAE Dirham 9 Month DepositPhiladelphia Options ExchangeUnited States
ED.RTX%ONUAE Dirham Overnight DepositPhiladelphia Options ExchangeUnited States
ED.RTX%SWUAE Dirham Spot Week DepositPhiladelphia Options ExchangeUnited States
UALUnited Continental Holdings IncNYSEUnited States
FPACXFPA Crescent FundNASDAQUnited States
JCSAXJohn Hancock Small Company Fund Class ANASDAQUnited States
RHJMXRice Hall James Small Cap Portfolio Institutional ClassNASDAQUnited States
TSWEXTS&W Equity Portfolio Institutional Class SharesNASDAQUnited States
RHJSXRice Hall James Micro Cap Portfolio Institutional ClassNASDAQUnited States
ICSCXICM Small Company PortfolioNASDAQUnited States
MKIEXMcKee International Equity Fund Class InstitutionalNASDAQUnited States
TSWIXTransamerica International Equity Fund Class INASDAQUnited States
GHBAUUAN Cultural & Creative Co LtdOTC Pink - Limited InformationUnited States
UCCCUAN Cultural & Creative Co LtdOTC Pink - Limited InformationUnited States
UPOWUAN Power CorpOTC Pink - Limited InformationUnited States
UASTUAS Automation Systems IncGrey MarketUnited States
UBTGUBA Technology IncGrey MarketUnited States
UBEOFUbe Industries LtdGrey MarketUnited States
UBEOYUbe Industries LtdOTC Pink - Current InformationUnited States
UBIC.ZYUBIC IncBATS Y For NASDAQ OMX Global Select MarketUnited States
ENABEnable Holdings IncOTC Pink - No InformationUnited States
UBQUUbiquitech Software CorpOTC Pink - Current InformationUnited States
UBNTUbiquiti Networks IncNASDAQUnited States
UBNT.ZYUbiquiti Networks IncBATS Y For NASDAQ OMX Global Select MarketUnited States
UBIQUbiquity IncOTC Pink - Limited InformationUnited States

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.