Investment Management software?

Harish88 Member ✭✭
edited April 2023 in Investing (Windows)
Hi - does Quicken (for Windows) recommend or does anyone use a (dedicated) investment management software that is better than what Quicken offers and also let's you import from Quicken? Ideally, I would like to upload from Quicken files into the software. Thanks.


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited March 2023

    Please define “better.”

    If you are looking for software that can import transaction level data from Quicken, I do not know of anything out there.

    If you have a paid subscription to Morningstar, you can export your portfolio holdings from Quicken and analyze it there, or with their new Investor features you can link directly to many brokerage accounts and import your holdings, similar to Quicken's Simple investing mode.

    QWin Premier subscription
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭

    Exporting/import in QIF format would be about the only possible format that this might be done in.

    This is my website:
  • Harish88
    Harish88 Member ✭✭
    Thanks! By "better", I mean software that handles many more asset classes and has more sophisticated ways of calculating Rate of Return (e.g., Risk Adjusted Rate of Return). I guess there is no such software.
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