Updating share prices

Quicken helps you keep your investment values accurate by updating security prices in one of three ways: automatic updates, manual updates, or imported price history. You can also rebuild or overwrite price data when needed. This topic explains each method in detail, including how to control update frequency and enter or replace prices when automatic quotes aren't available.

Update Method	Best For	How It Works	User Control	Requires Internet?
Automatic updates	Users who want up-to-date prices without effort	Quicken downloads eligible prices every 60 minutes in the background	Controlled through Settings	Yes
Manual updates	Users who want control over when prices are updated	Click Update Quotes in any portfolio view to download latest prices on demand	Fully manual	Yes
Manual entry	Securities without online quote support or specific historical price entry	Enter prices directly in the Price History tab of a security	Full control over dates and values	No
Import from CSV	Uploading price history from another source	Use Import history from CSV file in the security’s Options menu	Controlled by the contents of the file	No
Rebuild history	Fixing corrupted or inconsistent price history	Use Rebuild history to overwrite or retain existing prices	Partial control via checkboxes	Yes

Automatically update investment prices

Quicken can download current prices for supported securities every 60 minutes while the app is open. This setting is controlled in the Connected Services tab.

Turn on automatic updates

Choose Quicken > Settings.
Click the Connected Services tab.
Under Downloaded Transactions, select Automatically update investment quotes every 60 minutes.

With this setting enabled, Quicken retrieves updated market prices in the background without requiring manual action.

Turn off automatic updates

Choose Quicken > Settings.
Click the Connected Services tab.
Deselect Automatically update investment quotes every 60 minutes.

When this setting is off, Quicken does not download price data unless you initiate an update manually.

Manually update investment prices

Manual updates give you control over when Quicken retrieves quote data. This is useful when you want to refresh your portfolio view on demand.

Download quotes manually

Click the Investing tab.
Choose any Portfolio view.
Click the Update Quotes button above the transaction list.

This downloads the latest available prices for the securities displayed in the selected portfolio.

You can use this option even if automatic updates are turned on.

Enter prices manually

Use this method when a security isn’t eligible for download or when entering historical values.

Choose Window > Securities.
Double-click the security you want to update.
Click the Price History tab.
Enter the Closing Price (required). You may also enter the high, low, and volume values.
Click Add to save the entry.
Click Done when finished.

The Closing Price is the final trading price for the day and is used for portfolio value calculations.

Rebuild price history

You can clear and replace price data for a security by using the rebuild tool. This option downloads a clean set of prices and gives you the choice to keep or discard existing entries.

Choose Window > Securities.
Double-click the security.
Click Options > Rebuild history.
Choose your rebuild options:
- Do not update Quotes that I entered manually – Keeps any prices you entered yourself.
- Do not delete quotes that cannot be replaced with downloaded values – Retains older prices or entries from unsupported dates.
Click Rebuild.

Leave both options selected to preserve the most existing data. Deselect both to fully replace the security’s price history.

Import price history from a CSV file

You can upload historical price data from another source using a CSV (Comma-Separated Values) file. This is useful if you're migrating from another system or have a record of prices to backfill.

Import a CSV file

Choose Window > Securities.
Double-click the security you want to update.
Click the Options button and select Import history from CSV file.
Follow the prompts to complete the import.

Larger files with years of data may take a minute or more to process.

CSV format requirements

Your file must include a date and closing price per entry. You may optionally include high, low, and volume values.

Let me know if you want a companion topic for troubleshooting update issues or if this needs to be adapted for Quicken Classic for Windows.