Quicken: Investment Monitor

Which came first, the Quicken, or the nest egg?

Unless you're a day trader, you may not have a clear idea at any given time of what your portfolio is worth, especially since you can't see it. Trust Quicken to keep track of your nest egg--vigilance may shorten that countdown to retirement, and your heirs (even those you'll never meet) may benefit too.

Quicken offers several ways to quickly assess the value of your portfolio.

Easiest way: Ask directly. Click Reports, EasyAnswer Reports. Select "How is my investment performing?" and then choose the investment and the date range you want to track. Then click Show Report or Show Graph.
If you'd rather look at the details that make up the big picture, try Quicken's Portfolio View. Click Features, Investing, Portfolio View. You'll see the current value of each individual security (if you've updated recently). The multiple options in this flexible feature let you drill down to see almost every portfolio detail imaginable.
Also, if you have a 401(k), Quicken can help you track its performance and see how your money is divided among investments. Select Features, Investing, Track 401(k), or, if your Activity Bar--the set of icons at the bottom of your screen--is turned on, click Investing/401(k) to open Quicken's 401(k) Setup Wizard. Just follow the step-by-step instructions.

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