How do I copy a Quicken investment portfolio to a Quicken.com investment portfolio?
- Choose Edit menu > Preferences.
- Choose Investing.Quicken.com Portfolio on the left side of the window.
- Select the investment accounts you want to view on Quicken.com.
- Specify the settings you want to use.
- Click OK.
- Choose Tools menu > One Step Update.
- If you haven't already registered your software, you'll be prompted to do so at this time.
- Click Update portfolio on Investing.Quicken.com check box to select it.
- Click the Update Now button, and then click Done.
Notes
To view your portfolio, go to investing.quicken.com, and sign in.