Below is a summary of two major new features we’ve added to Quicken this year and how to use these powerful enhancements. We really appreciate your business and work hard every day to make Quicken the best personal finance solution for you. Enjoy!
You asked. We listened. We’ve also added other improvements to make it even easier and faster to stay on top of your money.
Monitor your credit score, get a quarterly credit report summary and receive alerts if anything changes at the credit reporting agency, using Quicken 2015.
Quicken has partnered with Equifax to get you all the data related to your credit score.
Quicken has partnered with Morningstar® to provide the Portfolio X-Ray feature within Quicken for you to analyze and understand the strengths and weaknesses of your portfolio. Your portfolio will be analyzed in various dimensions, and you will be provided different insights based on your specific portfolio. This will help you make smarter investment decisions or give you ideas about rebalancing your portfolio.
Price / Earnings - The Price/Earnings Ratio or P/E Ratio is a stock's current price divided by the company's trailing 12-month earnings per share from continuous operations
Price / Book - The price/book (P/B) ratio of a fund is the weighted average of the price/book ratios of all the stocks in a fund's portfolio
Return on Assets (ROA) - is the percentage a company earns on its assets in a given year (Year 1, 2, etc.).
Return on Equity (ROE) - is the percentage a company earns on its total equity in a given year (Year 1, 2, etc.).
Average Market Cap ($mil) - The average market capitalization of a fund's equity portfolio gives you a measure of the size of the companies in which the fund invests.
Effective Duration - Average effective duration provides a measure of a fund’s interest-rate sensitivity
Effective Maturity - Average effective maturity is a weighted average of all the maturities of the bonds in a portfolio, computed by weighting each bond’s effective maturity by the market value of the security.
Expense Ratio – The expense ratio is the annual fee that all funds or ETFs charge their shareholders.
Average Gross Expense Ratio – Gross Expense Ratio represents the total gross expenses (net expenses with waivers added back in) divided by the fund's average net assets.
Potential Capital Gains - Potential capital gain exposure (PCGE) is an estimate of the percent of a fund's assets that represent gains. PCGE measures how much the fund's assets have appreciated, and it can be an indicator of possible future capital gain distributions.
Credit score, report summary and monitoring alerts and data downloads from participating institutions or other parties are available until 4/2018; monitoring alerts are available 180 days after each quarterly request for a credit score. Online features and services vary, require Internet access and may be subject to change, application approval, fees, additional terms and conditions. 14,500+ participating financial institutions as of 10/1/2014.