Customize my Quicken.com portfolio options
About customizing Quicken.com portfolio optionsYou can upload your investing account data to investing.quicken.com. This allows you to view your portfolio, including shares, from anywhere you have internet access.
- Choose Edit menu > Preferences.
- In the left pane, click Quicken.com portfolio.
- In the right pane, select the settings you want to use.
- Select accounts to view online
Select the Quicken investment accounts you want to upload to your own password-protected space on investing.quicken.com, which you can check from any Web-connected computer.
- Send my Shares, or Send only my Symbols
To track only your portfolio value (holdings), select Send my Shares. To track just the current share prices of your portfolio (market price per share), select Send only my Symbols.
- Track my Watch List on Investing.Quicken.com
Select this option to include securities listed in your Watch list.
- Change my Investing.Quicken.com credentials at next One Step Update
The next time you do a One Step Update you will be asked to provide new investing.quicken.com login credentials. If you have never uploaded your investing account data to Investing.Quicken.com, this option is unavailable.
- Click OK to save your changes.