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Track My Watch List On Quicken.com check box. Finally, select one of the upload options:
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Send My Shares exports the ticker symbols and the number of shares of each security you own for your portfolio. This enables you to track both prices and portfolio values. Send Only My Symbols exports just the ticker symbols for your portfolio. This enables you to track prices but not portfolio values.
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When you re finished, click OK. Then click the Update button on the toolbar to display the One Step Update dialog. Make sure the check mark beside Update My Portfolio On Quicken.com is turned on, and then click Update Now. (I tell you more about using One Step Update in 7.) A Quicken.com login dialog may appear. Use it to log in to Quicken.com and click the Update Now button. Quicken establishes a connection to the Internet and displays a status dialog while it updates information. When it s finished, it displays the One Step Update Summary window. You can click Close to dismiss it.
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Once your portfolio has been updated, you can view it at any time from any computer with Web access. (Figure 11-5 shows an example.) Use a Web browser to navigate to www.quicken.com/investments/portfolio. If prompted to log in, do so. The contents of your portfolio appear on the page.
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Figure 11-5 Once your portfolio has been exported, you can view it on the Web from any computer provided that you have logged in to your private Quicken.com account.
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Quicken offers access to a number of research tools on Quicken.com. You can use these tools to find and learn about securities before you invest. In this part of the chapter, I tell you a little about Quicken s online research tools so you can explore them on your own. I think you ll find them valuable resources for making wise investment decisions.
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Quote Lookup
The Quote Lookup feature enables you to look up stock ticker symbols. These symbols are required to use Quicken s Quotes, News, And Alerts Download feature, as well as other features that obtain information about securities on the Web. Choose Investing | Online Research Tools | Quote Lookup. Quicken displays the Quicken Ticker Search page in a Web browser window. Select a security type option, and then enter all or part of the security name in the edit box and click Search. Quicken displays all of the securities it found that matched the criteria you entered. You can note the ticker symbol or click underlined links in the Links column to get more information about the security.
Multiple Security Charting
Quicken displays a chart of a security s prices in the Security Detail View window. This is a great way to see trends in a single security s values. But what if you want to see multiple charts Or to see a popular index That s where Multiple Security Charting comes in. To begin, choose Investing | Online Research Tools | Multiple Security Charting. The Multiple Security Charting window, which is shown next, appears. Use it to set options and select securities for the charts you want to create. To select more than one security, hold down CTRL while clicking each security name. When you click the Go Online To Chart button, Quicken connects you to the Internet and displays a Yahoo! Finance page with the charts you requested.
Quicken 2009 The Official Guide
One-Click Scorecard
One-Click Scorecard instantly prepares reports that help you evaluate a security before you invest, using a variety of well-known analysis techniques and strategies. To get started, choose Investing | Online Research Tools | One-Click Scorecard. Quicken connects to the Internet and displays the Getting Started page of the One-Click Scorecard on Quicken.com. Enter the ticker symbol for the security you want to evaluate and click Go. After a moment, Quicken displays the OneClick Scorecard recommended strategy report page for the security. The report that appears automatically displays the results based on the recommended investing strategy for that type of investment. For example, the recommended strategy for a stock with strong growth and value characteristics is Robert Hagstrom s The Warren Buffet Way. You can change the strategy by choosing a different one from the drop-down list; just be aware that the strategy you choose may not be the best one for evaluating that security. Read through
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