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Quicken may display up to three icons in the Name column of the Portfolio view window, as shown next. Each icon displays information when you point to it. If an information box includes an underlined link, clicking the link opens a Web page with more information using Quicken s built-in Web browser.
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The exclamation point icon displays alert information about the security, such as major price fluctuations and information about earnings announcements. The newspaper icon displays news headlines related to the security. The H (shown) or L icon indicates that the security has reached a 52-week price high or low.
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11 / Using Transaction Download and Research Tools
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Downloading Historical Quote Information
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Quicken enables you to download up to five years of historical quotes for any security you own or watch. Choose Investing | Online Activities | Download Historical Prices or click the Download Historical Prices button in the Portfolio view window s button bar. Quicken displays the Get Historical Prices dialog, shown here. Choose a time period from the dropdown list at the top of the dialog. Your choices are Month, Year, Two Years, and Five Years. Make sure check marks appear beside all securities for which you want to get historical quotes. Then click the Update Now button. Quicken connects to the Internet and retrieves the information you requested. When it s done, it displays the One Step Update Summary window. Click Close to dismiss the window. You can review the quotes that were downloaded in the Security Detail view window (refer to Figure 11-3).
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Downloading Asset Class Information
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For each security you own or watch, you can include asset class information. This enables you to create accurate asset allocation reports and graphs. I explain how to enter asset class information manually in 10 and how you can use this information to diversify your portfolio to meet your investment goals in 12. The trouble is, most mutual funds consist of many investments in a variety of asset classes. Manually looking up and entering this information is timeconsuming and tedious. Fortunately, Quicken can download this information from the Internet and enter it for you. Choose Investing | Online Activities | Download Asset Classes. Quicken displays the Download Security Asset Classes dialog, which looks and works very much like the Get Historical Prices dialog shown in the previous illustration. Make sure check marks appear beside all securities for which you want to download asset class information, and then click the Update Now button. Quicken connects to the Internet and retrieves the information you requested. When it s done, it displays the One Step Update Summary window. Click Close to dismiss the window. The asset classes are automatically entered for each security.
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The Portfolio Export feature enables you to track your portfolio s value on the Web. Although you can do this without Quicken by manually customizing and updating the default portfolio Web page at Quicken.com, it s a lot easier to have Quicken automatically send updated portfolio information to Quicken.com for you. To use the Portfolio Export feature, you must register Quicken. (Quicken will remind you if you haven t completed this step.) The registration process sets up a private Quicken.com account for you to store your portfolio data. This same account is used for WebEntry, which I discuss in 6.
Exporting Your Portfolio
In Quicken, choose Investing | Online Activities | Update Portfolio on Quicken.com. The Portfolio tab of the Customize Online Updates dialog appears, as shown on the next page. If this dialog does not appear, you can display it by choosing Edit | Preferences | Customize Online Updates and then clicking the Portfolio tab in the dialog. Click to place green check marks beside each account that you want to track on the Web. If you also want to track Watch List items on the Web, turn on the
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