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Ticker Symbol and Lookup

Enter a ticker symbol if you plan to update your portfolio prices online or import price data from an ASCII file.

Click Lookup if you would like Quicken to find the symbol for you (requires Internet access). (Optional)

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In the Currency drop-down list, select a currency. (This option only appears if you've enabled multiple currency support.)

Asset class

In the Asset Class drop-down list, select an asset class. If this security contains a mixture of asset classes (as with a mutual fund), click the Mixture radio button, then specify the mixture in the Asset Class Mixture dialog. (Optional)

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This option is available for mutual funds only. Select it if you want to use average cost to track the cost basis of the mutual fund.

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• Change or delete the estimated income for a security.
• Edit contact information connected with this security (for example, your broker's name and phone number).
• Add or change the security's associated investing goal.
• Enter a security rating for this investment.
• Add comments or additional information.