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How can I create a new portfolio?
I see the symbols in my portfolio, but where is the detailed data about my holdings?
How can I get my sign-in information saved so that I don't have to enter it each time I come to the site?
My computer always shows portfolios entered under my original Member ID. How can I or another person sign in as a different user?
About Quicken.com Portfolios
What can I do with a portfolio on Quicken.com?
How can I get my sign-in information saved so that I don't have to enter it each time I come to the site?
How can I create a new portfolio?
Is all data current? How often is it updated?
I see the symbols in my portfolio, but where is the detailed data about my holdings?
Why do I no longer see fractional prices in my portfolio?
How many different portfolios can I maintain? Is there a limit to the size of each portfolio?
My computer always shows portfolios entered under my original Member ID. How can I or another person sign in as a different user?
Finding Your Portfolio
How can I get my sign-in information saved so that I don't have to enter it each time I come to the site?
My computer always shows portfolios entered under my original Member ID. How can I or another person sign in as a different user?
I see the symbols in my portfolio, but where is the detailed data about my holdings?
Do I need to sign in with Quicken.com to use Portfolio?
About Portfolio Data
Is all data current? How often is it updated?
My portfolio accounts do not appear to be updating. Why am I receiving old data?
The amount displayed in the Current Value column (and in other columns that show calculated amounts) appears to be off by a small amount. What can I do to fix it?
Building a Portfolio from Scratch
How do I set up a portfolio or watchlist on Quicken.com?
How can I add symbols to my portfolio or remove symbols from my portfolio?
If I buy a stock on my watchlist, how can I track my holdings?
Tracking Holdings
How can I include bonds among the assets shown in my portfolio?
How can I include cash among the assets shown in my portfolio?
How do I track the shares I purchase through a Dividend Reinvestment Plan (DRIP)?
Why can I edit some of my Portfolio accounts and not others?
How do I add, adjust, or remove holdings in my portfolio?
Are there securities I can't track on Quicken.com?
How do I include US Treasury Notes, Bills, and Bonds in my portfolio?
Customizing Portfolio Display
How can I see my annualized gain for the holdings in my portfolio?
How can I change the data columns shown in my portfolio?
How can I change the way holdings data is presented in my portfolio?
How can I view market indices in my portfolio?
What's the meaning of the various icons that show up next to symbols in my portfolio?
Which portfolio view should I be using?
The amount displayed in the Current Value column (and in other columns that show calculated amounts) appears to be off by a small amount. What can I do to fix it?
How can I change the way prices are shown in my portfolio?
How can I rename one of my portfolios?
Can I choose to display only some of my portfolios, without deleting the others?
How can I change the order of my Portfolio accounts?
How can I rearrange symbols within my portfolio?
If I enter individual purchases separately, am I able to view a summary of all my purchases of a security?
Further Capabilities
I'm trying to work with my Portfolio, but nothing seems to be happening. What's the problem?
How can I print out my portfolio?
Can I customize the print view of my portfolio?
Working with a Quicken Portfolio
Why don't I see an option to edit my Quicken portfolio on Quicken.com?
How do I upload my investment accounts from Quicken into a Quicken.com Portfolio?
How do I download my portfolio prices from the Web into Quicken?
Stock splits and mutual fund distributions
What are some of the reasons I might choose to take dividends as a cash payment?
How do I update my share information automatically to show stock splits?
I have splits or dividends in an account that I maintain with Quicken. How do I reflect these splits or dividends in Quicken.com?
•  About stock splits and mutual fund distributions
•  About reinvesting dividends
Quicken Reminders
How do I change the display of Quicken reminders in Quicken.com?
How do I update my Quicken.com account to display my Quicken reminders?
•  About My Reminders
Investing Center Tools
  Help is available for the following Investing Center tools:
  • Quicken Software Accounts
  • Portfolio
  • Stock and Fund Evaluator
  • One-Click Scorecard
  • Alerts
  • Retirement Planner
  • Access to Investing Tools
  • Quicken Bill Pay Upgrade
  • Signing In
 
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