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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).
Quicken records the purchase dates and prices when you enter or download transactions, so you don't need to search for old brokerage statements to identify lots and calculate tax liability when you sell. Just tell Quicken how you want to handle the sale—First Shares In, Last Shares In, Minimum Gain, or Maximum Gain. The Capital Gains Estimator can help you optimize security sales to realize the greatest after-tax yield. And the capital gains report can save you hours at tax time.
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The following terms will be different in the Canadian releases of Quicken. Canada: "Cheque" / United States: "Check" |