Overview
Understanding your finances is an important part of building a healthy financial future, and your Investment and Retirement Accounts can play an important role. From connecting your Investment Accounts so your financial institution sends in the information automatically, to manually tracking your stocks and holdings, Quicken Simplifi's got you covered!
Note: For more details on adding accounts in Quicken Simplifi, please click here.
For other features listed in the Investments section, click the appropriate link below:
How to Access Holdings
Once you've added your Investment Accounts, Quicken Simplifi will bring all of your Holdings together in a simple-to-read view!
Access Investments Portfolio
To access the Portfolio page, hover over the panel on the left-hand side and select Investments. This page defaults to include all Investment Accounts and displays your Total Market Value, Today's Change, and Total Gain in the banner across the top, as well as lists your Holdings and their current values in the grid below:
To change the view to a specific account(s), click the All Accounts drop-down in the upper left, uncheck any of the Investment Accounts you wish to remove, and then click Apply:
View Holding Details
For more detailed information on a particular Holding, you can simply locate the Holding you'd like to view and click on it! Here, you'll see more details for the Holding as well as Market Stats and a Breakdown by Account:
Note: You can also access the Investments Portfolio for a specific Investment Account by selecting the account from the Accounts List.
How To Add Holdings or Cash to a Manual Investment Account
Are you looking to track your Investments manually in Quicken Simplifi? If so, look no further! This section will cover everything you need to know about adding Holdings or Cash to a Manual Investment Account in Quicken Simplifi.
Note: You can only add and edit Holdings in manual Investment Accounts; connected Investment Accounts do not allow this ability, as the information is downloaded directly from the financial institution.
Add Holdings to a Manual Investment Account
Hover over the panel on the left-hand side and select Investments.
Click the blue + Holding button.
Select the Account you'd like to add the Holding to.
Make sure the Stocks or options tab is selected.
Enter the Company name, the Shares quantity, and the Price per share. You can also enter the Total cost to track gains.
Note: If you select a valid Ticker Symbol from the drop-down menu when entering the Company name, the Price per share will automatically be entered at the latest quote price.Click Add when done.
Note: The 1 Day $ and % values for manual Holdings in manual Investment Accounts will download as long as a valid ticker symbol is used and the 'Company Name' wasn't manually "created". Please see here for more details on how Investment data updates in Quicken Simplifi.
Add Cash to a Manual Investment Account
Hover over the panel on the left-hand side and select Investments.
Click the blue + Holding button.
Select the Account you'd like to add the Cash to.
Select the Cash tab.
Enter the Total cash and click Add when done.
Edit or Delete Manually Created Holdings or Cash
Hover over the panel on the left-hand side and select Investments.
Locate the Holding or Cash you'd like to edit or delete, hover over it, and then click the three dots at the end of it.
To edit the Holding or Cash, click Edit, make the necessary changes, and click Update when done; to delete the Holding or Cash, select Delete and then click Delete Holding or Delete Cash to confirm.
News Feed
The Investments News Feed shows you news related to your current Holdings. You can customize the news that's shown by selecting an individual investment account from the Account drop-down in the upper-left, or you can view it for your entire portfolio by having All Accounts selected. You can also click on an individual Holding to view news related to that particular item.
See something of interest in the News Feed? Just click on it to get the full details straight from the source!
Frequently Asked Questions
Learn the answers to frequently asked questions for this topic!
How do my investment balances update?
How do my investment balances update?
As long as a valid ticker symbol is used for your investment holdings, they should update automatically according to the current market stats. You may also see a difference in the value displayed for an Investment Account versus your Investments Portfolio if the account is connected to the bank. Learn more here!
How do I categorize a Transfer from a Checking to an Investment Account?
How do I categorize a Transfer from a Checking to an Investment Account?
With the Investment Transactions feature, you can easily perform Transfers to and from your Investment Accounts just like any other Linked Transfer. Find out more here!
To learn more about tracking Investments on the Quicken Simplifi Mobile App, please click here!