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How do I copy a Quicken investment portfolio to a Quicken.com investment portfolio?

Updated: 9/30/2013 | Article ID: GEN82104

Learn how to view your investment portfolio on Quicken.com or Investing.Quicken.com.

I use Quicken 2014. How do I upload investing accounts to investing.quicken.com?

When you update Quicken transactions using the One Step Update, you can update your portfolio on Investing.Quicken.com. However, it may be necessary for you to select the investment accounts you'd like to sync first.

  1. Choose Edit menu > Preferences.
  2. Choose Investing.Quicken.com Portfolio on the left pane.
  3. Select the investment accounts you want to view on quicken.com.
  4. Specify the settings you want to use.
  5. Click OK.
  6. Choose Tools menu > One Step Update.
  7. If you haven't already registered your software, you'll be prompted to do so at this time. 
  8. Click the Update Portfolio on Investing.Quicken.com checkbox to select it.
  9. Click the Update Now button, and then click Done.

To view your portfolio, go to investing.quicken.com and sign in.

I use Quicken 2013 or older. How do I view my portfolio accounts on Quicken.com?

You can use the Quicken One Step Update to view your portfolio accounts on Quicken.com. You can automatically select the information you want to update and run One Step Update automatically every time you start or exit Quicken.

To update your Quicken portfolio information on Quicken.com:

  1. From the Quicken Edit menu, choose Preferences, and then choose Customize Online Updates.
  2. Click the Portfolio tab. If you receive the message Securities without ticker symbols will not be updated, click OK.
  3. Click the investment accounts you want to view on Quicken.com.
  4. In the Portfolio Options section, if necessary:
    • Select the Track my Watch List on Quicken.com checkbox to include securities listed on the watch list of your Quicken data file in your Quicken.com portfolio.
    • Select the Send my Shares option button to be able to track your portfolio value on Quicken.com.
    • Select the Send only my symbols option button if you only want to track the current share prices of the securities in your portfolio.
  5. Click OK, and then from the Quicken Online menu, choose One Step Update.
  6. If you have not already registered your software, you will be prompted to do so at this time.
  7. Click the Update my portfolio on Quicken.com checkbox to select it. A green checkmark appears.
  8. Click the Update Now button, and then click Done.

To view your portfolio online, go to Quicken.com.  AT the top of the page, select Sign In > Investment Portfolio.

If you need assistance logging on to Quicken.com or resolving other Quicken.com issues, update your user account information for Quicken.com.

 
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