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11 / Using Transaction Download and Research Tools
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When Holdings Match When downloaded holdings match the holdings
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recorded in your portfolio, Quicken displays a dialog telling you that your Quicken account and your brokerage holdings are in agreement. Click OK to dismiss it and continue working with Quicken.
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When Holdings Don t Match When downloaded holdings don t match the holdings recorded in your portfolio, the Adjust Holdings Amount dialog shown earlier appears. I explain how to use this dialog in the section titled Adjusting Holdings earlier in this section.
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Downloading Quotes, Headlines, and Alerts
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Quicken enables you to download up-to-date stock quotes, news headlines, and alerts for the securities in your portfolio and on your Watch List. You set up this feature once and then update the information as often as desired. You can even download historical price information so you can review price trends for a security that only recently caught your eye. Because the quote and headline download feature is built into Quicken, it doesn t rely on your brokerage firm for information. That means you can download quotes, headlines, and alerts even if your brokerage firm doesn t offer Transaction Download. All you need is an Internet connection.
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Setting Up the Download
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Before you can get quotes online, you must set up the feature. Choose Edit | Preferences | Customize Online Updates. If necessary, click the Quotes tab in the Customize Online Updates dialog that appears, as shown next. Click to place a
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Quicken 2009 The Official Guide
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green check mark to the left of each security or index you want to download quotes, headlines, and alerts for. Then click OK.
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Updating Information
You can update quotes and information any time you like. Choose Investing | Online Activities | Download Quotes. Quicken connects to the Internet and begins downloading information. While it works, a Quicken One Step Update Status dialog shows you what s going on. When the dialog disappears, the information is updated. You can also update quotes using One Step Update, which I discuss in 7. It enables you to download quotes when you perform other tasks online.
Viewing Downloaded Quotes and Headlines
You can view quotes and news headlines for a security in two places:
Figure 11-3 The Security Detail View window shows information about a security.
11 / Using Transaction Download and Research Tools
Security Detail View window (see Figure 11-3), which I introduce in 10, displays quote information for individual securities. To open this window, choose Investing | Security Detail View. Portfolio window (see Figure 11-4), which I discuss in greater detail in 12, displays quotes and news headlines for all securities you own or watch. To display this window, click the Portfolio subtab in the Investing tab, choose Investing | Portfolio, or press CTRL-U.
Viewing Stock Quotes
The Security Detail View window (see Figure 11-3) offers the most detailed quote information. You can find detailed information in the left side of the window. If you have been faithfully downloading quotes for your securities (or you have downloaded historical quotes, as discussed in the section titled Downloading Historical Quote Information later in this chapter), a chart of the price history appears in the body of the window. You can use the drop-down list in the top-left corner of the window to switch from one security to another. In the Portfolio window, downloaded quotes appear beside the security name or ticker symbol. Stock quotes are delayed 20 minutes or more during the trading
Figure 11-4 You can view quotes with the Quotes view in the Portfolio window.
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day. Quotes for mutual funds are updated once a day by around 6:00 P.M. eastern time. Prior to that, you ll see the previous day s prices with est beside the price (short for estimate), indicating that the price has not been updated since the previous trading day. Choose Quotes from the Show drop-down list near the top of the window to see more quote details, as shown in Figure 11-4. You can also view stock quotes by selecting the security in the Security Detail View window and choosing Edit Price History from the Update menu on the button bar. This displays the Price History window, which displays all of the recorded stock quotes for the security, as shown here. You can use buttons in this window s button bar to add, modify, or remove price information, as discussed in 12.
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