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Where is my investment portfolio on the web?

harry askenazi

When I login to Quicken Investing, it appears I need to manually recreate my entire portfolio despite having my portfolio in Quicken desktop and on Quicken Web. Is there no way to have Quicken Investing connect to my portfolio that is already saved in quicken?

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Accepted answers

Ps56k2

When you perform the One Step Update - look at the bottom of the screen,
and see if you have checkmarked the "Investing.Quicken.com" upload box -
along with selecting what to actually upload...

Image: https://us.v-cdn.net/6031128/uploads/editor/nn/3pjmibw4sqsn.jpg

Image: https://us.v-cdn.net/6031128/uploads/editor/it/s5s9sm12t1j2.jpg

All comments

Ps56k2

When you perform the One Step Update - look at the bottom of the screen,
and see if you have checkmarked the "Investing.Quicken.com" upload box -
along with selecting what to actually upload...

harry askenazi

Thanks for the quick reply.
Per the screenshot, I don't have the option to check update investing.quicken.. But the 2 options I do have are both checked

image.png

harry askenazi

Disregard last message. I needed to first add via preferences and now I should be all set. Thanks again