Bring all your investments together and take charge of your entire financial portfolio -- from checking accounts to retirement plans.
See all your accounts, across every financial institution. Finally — your entire portfolio in a single dashboard.
Track both liquid assets and long-term holdings, and plan for all your needs — today and tomorrow.
Make smart choices & plan for future opportunities, like buying rental properties or working toward an early retirement.
Get unique insights into your portfolio performance with deeply customizable views & market benchmarks. See the precise impact of fees, dividends, cash infusions, and so much more.
Stay ahead of the game with stock watch lists and real-time quotes. Compare your choices across the landscape from stocks & bonds to crypto & private investments.
How are your retirement accounts performing? Or your private investments? Get historical snapshots and see your progress over time — for anything and everything.
See reports for Internal Rate of Return (IRR), Return on Investment (ROI) & more. Preview capital gains — and make decisions with confidence.
Uncover concentrated positions and hit your diversification targets with the Morningstar X-Ray tool.* Plan your moves with confidence and keep finding new reasons to celebrate.
*Features available exclusively on Windows
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Track the performance and optimize your investment portfolio
Set budgets, manage debt, create a retirement plan
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Quicken Simplifi
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Your finances — easier, intuitive, and on the go
I feel like we grow up with no idea how to handle money, and a lack of understanding [on] how investing and saving is how people become independent. I like how [Quicken] Simplifi seems to guide you.
”Austin
I have used Quicken for years. I keep track of my stocks and track them daily for changes in prices. I also use it to show my buys and sells. I recommend it to anyone with investments.
”Sally
Quicken really has no meaningful competitors in personal finance with investing capabilities... Do you have investments, or rental properties? Need to organize your tax records? Quicken does all this and more.
”Mary
I have our investment records entered into Quicken since 1983, and our spending since 2000. This allows me to look at long-term trends and is very valuable in planning our retirement.
”Mark
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