Any 3rd party Investment software add-ons for Quicken

Harish88

Hi - I've been using Quicken for a long time. I have Quicken Classic Premier. I've always thought the Investment module is so-so (especially on the reporting front), OK but nothing to boast about.

Currently to get Sector, Industry Group, Industry etc. for asset allocation, I have to use Quicken's Asset Allocation Report, Excel and Stock Rover (an awesome service, worth every penny) downloads which I manually merge together. Not a lot of time but still, I'd rather not do it.

Does anyone know if there are any 3rd party Investment software add-ons for Quicken or, if not an add-on, a software designed to specifically upload one of Quicken's investment reports and give me more sophisticated reporting? Thank you.

Chris_QPW

I have never heard of anything like that.

q_lurker

I have not heard of anything like that either. A (small) number of users have posted occasionally in this community about using Excel to supplement or reprocess Quicken’s reports, but I believe those have all been individual efforts like you seem to be doing.

Jim_Harman

It is not difficult to export your holdings from a Quicken Portfolio view as a CSV file and import it to a service like Morningstar for further analysis. However this will just be a snapshot of your holdings. Without the transaction history, it is not possible to compute your performance accurately.