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| At a glance | Detail |
|---|---|
| Quicken tracks lots. | Because Quicken records the purchase dates and prices when you download transactions, you don't need to search for old brokerage statements to identify lots and calculate tax liability when you sell. Just tell Quicken which lots to sell—First Shares In, Last Shares In, Minimum Gain, or Maximum Gain. The Capital Gains Estimator can help you estimate which combinations of lots could realize the greatest after-tax yield. And the Capital Gains report can save you hours at tax time. |
| Quicken reports on your entire portfolio. | If you add a Quicken account for each of your real-world investment accounts, you can analyze all your investments together. The Investing tab, Portfolio, Portfolio Analyzer, Security Detail View, and the investment reports give you news, fundamentals, performance, history, and analysis. And perhaps more importantly, you can create a personalized asset allocation target that includes all your accounts together, and then monitor and rebalance as necessary. |
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The following terms will be different in the Canadian releases of Quicken. Canada: "Cheque" / United States: "Check" |