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Quicken combines data from all your investment accounts, no matter how many different financial institutions and plan administrators you have. Simply create a Quicken account for each of your real-world investment accounts, and then use the powerful research and analysis tools to examine all your investments in one place. The Investing tab, Portfolio, Portfolio Analyzer, Security List, and investment reports provide news, fundamentals, performance, history, and analysis. Perhaps just as importantly, you can create a personalized asset allocation target that includes all your accounts together, and then monitor and rebalance as necessary. The Portfolio X-Ray feature analyzes deep into mutual funds, ETF’s, and other equity funds to reveal your true exposure in individual equities, including those in your mutual funds.

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You can also evaluate your holdings, research potential investments, download stock quotes, and historical prices, and . You can have Quicken alert you to about important news about the securities in your portfolio or Watch List (Internet access required).

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