Watchlist in Premier Quicken for Mac ?
It appears that Watchlist feature (Buy/Sell alerts .. etc) is not available for the 7.8.1 release of Quicken for Mac.
It this coming ? When ?
Walter
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I spoke with Cust Care rep @quicken and was told that Watchlist feature (for Mac) is NOT available. I suspect that just a pre-release is there (as per Jacobs) but not the whole thing. I am on 7.8.1 Deluxe for Mac.
As noted above, the Watchlist feature does exist; it was introduced in version 7.8. It is not a pre-release feature.
However, as you already noted, this feature requires a Quicken Premier subscription. It is not available for Quicken Deluxe — and likely will not be in the future. You will have to upgrade your subscription to Premier to use this feature.
This is documented in the "What's New in Quicken" screen on the Help menu:
It may not be worth upgrading to Premier just for this feature at this time, but it seems likely that additional advanced investing features will be added for Premier but not Deluxe subscriptions in the future. (For a long time in Quicken Mac, there was no significant feature differentiation between Deluxe and Premier, as have long existed in Quicken Windows.)
Quicken Mac Subscription • Quicken user since 19930
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The basic watchlist function is there - select any investing account or account group and along the top row of buttons - Dashboard, Portfolio, and Transactions - there's a new Watchlist button. You can add investments to the list but you can only see one charted at a time and there are no price alerts.
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There is a new Watchlist feature in Quicken Mac 7.8.x. But in this first iteration, it simply allows you to view a chart of any security's price performance over period of time; it does not have functionality yet for the user to be able set set one or more price points to generate alerts.
To see/use the Watchlist, click on any investing account or group in the left sidebar (it doesn't matter which you click on), and then you'll find Watchlist as an available tab, to the right of the previously-existing Dashboard, Portfolio and Transactions. Click the + icon, enter a security name or symbol (including indexes) — it doesn't matter whether it's a security you already hold, used to hold, or are just wanting to observe — and Quicken will chart the selected security over the time period you select above the graph.
Quicken Mac Subscription • Quicken user since 19930 -
Hmmm .. Watchlist button is hidden. But, when I unhide it and click on it, I get a screen demanding that I upgrade to Premier.
Cust care rep told me that this feature is apparently not available in Mac. Quite confusing ..
W
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Thank you !
I can get to "show watchlist" button and when I click on it I get screen requesting an upgrade. Where do you see +icon ?
W
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I created an Idea topic requesting the developers add the ability to set price points for alerts in the Watchlist. Please visit this thread to add your vote and to add a post to flesh out desired functionality of such a feature.
I've also created an Idea thread requesting the ability to chart two or more securities against each other, to help in decision making about buying or selling investments.
Quicken Mac Subscription • Quicken user since 19931 -
Hello @wtowbin,
According to the Release Notes, the feature is available for Premier and Business & Personal subscription tiers. If you're getting a prompt to upgrade, then you likely have a lower subscription tier. If you're not sure which tier you're on, in your Quicken program, go to Quicken>About Quicken.
I hope this helps!
Quicken Kristina
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Kristina, Jacobs,
I spoke with Cust Care rep @quicken and was told that Watchlist feature (for Mac) is NOT available. I suspect that just a pre-release is there (as per Jacobs) but not the whole thing. I am on 7.8.1 Deluxe for Mac.
My problem, now, is that I can get the "Jacobs" chart feature working ..
W
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I spoke with Cust Care rep @quicken and was told that Watchlist feature (for Mac) is NOT available. I suspect that just a pre-release is there (as per Jacobs) but not the whole thing. I am on 7.8.1 Deluxe for Mac.
As noted above, the Watchlist feature does exist; it was introduced in version 7.8. It is not a pre-release feature.
However, as you already noted, this feature requires a Quicken Premier subscription. It is not available for Quicken Deluxe — and likely will not be in the future. You will have to upgrade your subscription to Premier to use this feature.
This is documented in the "What's New in Quicken" screen on the Help menu:
It may not be worth upgrading to Premier just for this feature at this time, but it seems likely that additional advanced investing features will be added for Premier but not Deluxe subscriptions in the future. (For a long time in Quicken Mac, there was no significant feature differentiation between Deluxe and Premier, as have long existed in Quicken Windows.)
Quicken Mac Subscription • Quicken user since 19930 -
Understood ! Thank you for your help !
Walter
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For what it is worth, Quicken Windows doesn't have a "price alert" feature. This has come up recently in a Windows thread because of people "remembering wrong" and because of "new problems". Most people that want a "price alert" want it to be "real time", and since Quicken only gets new quotes when you download them, it has never been a useful feature request.
What Quicken Windows did have is uploading a portfolio to investing.quicken.com (which even though Quicken Mac users don't have a way to upload portfolios, they can certainly log into.) And it was there that a user could set a price alert. But this is hardly different than setting up any watch list any number of investing sites. I don't know how "real time" that was either.
In the end the people mentioned that what they did for price alerts was to set them up on their financial institution's website.
And so, what is the "new problem"?
People, including myself have found that with the newer versions of Quicken Windows the option to upload a portfolio to investing.quicken.com is no longer showing. Strange enough it is showing for some people. Just another "great feature or Quicken Windows" that doesn't work right.
In truth I never found that site useful. It has some "investing evaluations" that for me always came up as "Not interested in" for every security I ever had. And to top it off, you would turn the uploading off, and then an update would come in and turn it back on without asking of anything.
Fun times.
EDIT: BTW it is interesting how they implemented this watch list in Quicken Mac, it isn't what a watch list is in Quicken Windows. It is mostly just treated like a security that you own but has a few special tweaks because you don't own any shares. But you have to the choice of downloading the price like any other and having it included in the investing portfolio view. But I do notice that most of Quicken Windows investment reporting depends on the number of shares, and since the watch list securities don't have any, they don't show up in most places. So, Quicken Mac's implementation is probably the better way to go.
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Most people that want a "price alert" want it to be "real time", and since Quicken only gets new quotes when you download them, it has never been a useful feature request.
I disagree with that premise. Yes, some people are day traders or frequent transactors, for whom real-time data is important. But I think a lot of investors are more like me, buying and selling infrequently. I don’t check stock prices multiple times a day, or daily. I might be unaware if a stock I hold goes on a downward trajectory, or if a stock I’m considering makes a move down or up which might trigger my interest to buy. For those of us not glued to watching our portfolios, a price alert feature could be useful, even if prices are downloaded only once a day, or every few days.
Quicken Mac Subscription • Quicken user since 19930 -
I should have pointed out that statement was "speculation of why maybe it never got implemented". The other part might just be that they felt pushing it off to a website was "enough".
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