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Quicken Classic for Windows
Investing (Windows)
Create a Security Watch List
System
This discussion was created from comments split from:
How to create a security watch list in Quicken for Mac 2020
.
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borntohike
I would like to do this in my Quicken for Windows. The only options I have to create an account is "Connected Account" where you must select a financial institution, "Offline Account" which means it will not update security prices, or "Other Assets & Liabilities" which does not help.
Sherlock
In Quicken for Windows, you should not need to create an account as there is a built-in watch list that may be displayed in a
Portfolio
. If you wanted to create additional distinct watch lists, you can do so using offline accounts with
Keep the account separate
to establish a holding of the securities
.
Note: The price quotes of securities may be downloaded from the third-party quotes service. The purpose of the watch list or offline account is simply to allow the quotes to be displayed in the portfolio view.
Ps56k2
to create a Watch List - without actually buying the stock, ETF, or mutual fund
Simple....
--> Tools --> Security List --> bottom left corner --> Add Security --> type in ticker -->
the final screen will have a filled in check box [x] for Watch List
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