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Evaluate your asset allocation
The first step in deciding how to invest your money is to make sure your asset allocation is in line with your goals. Many investment experts says that, in the long run, how you allocate your assets can have a much greater impact on your return than stock picking or market timing. Quicken can help you:
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| Search for investments
Once you compare your portfolio to your target asset allocation, you may decide that you would like to increase or decrease your holdings in a particular asset class. Quicken has several tools that can help you search for individual stocks and mutual funds that meet your criteria. |
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Evaluate investments
Once you have one or more securities in mind, Quicken can help you evaluate them. Quicken can provide you with a wealth of information about a specific stock or mutual fund that you're considering. Quicken can also help you compare financial information for several stocks. |
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Take action in Quicken
Add securities to your watch list
Update portfolio on Quicken.com |