To track the price of a security you can set up a Watch List.
To add a security to the Watch List if you already own or have owned the security
Go to Tools > Security List and select Show hidden securities at the bottom.
For each security you want to appear on the Watch List, select the box in its Watch List column and ensure these securities do not have the Hide box checked. This puts the securities on your watch list and makes them visible in security selection boxes elsewhere in Quicken.
Go to Investing > Portfolio. Pick a Portfolio view where you want the Watch List to appear.
Pick Group By and Accounts. The Watch list is a special account. This will show all of your Watch List securities grouped together.
If the Watch List is not shown, select Customize then Accounts and select Watch List. If you have recently added the securities to Quicken, you may also need to select the Securities tab and then Select all or select the watch list securities individually if they are not already selected.
To add a security to the Watch List if you don't own the security but want to track it
- Click the Investing tab.
- Click the Portfolio button.
- In the Portfolios List, scroll down to find the Watch List and click the word (add) that appears next to it.
- Follow the on-screen instructions.
To view or edit the Watch List
- Click the Investing tab.
- Click the Portfolio button.
- In the Portfolios List, scroll down to find the Watch List.
- To view the Watch List, click it.
- To edit the Watch List, click the word (edit) that appears next to it.
- In the Security List, find the security you want to add or remove from the Watch List.
- In the Watch column, you can choose to add or remove the security from the Watch List.
Notes
To view the Watch List with security ticker symbols instead of security names, choose Options > Customize Current View.
The securities in your Watch List are managed the same way as other securities in your Security List.
If you watch the price of a mutual fund you don't own, be aware that the price may drop because of income or capital gains distributions. When a fund makes a distribution, the share price is reduced by an equal amount (in addition to any fluctuations caused by changes in market value of the underlying securities in the fund).
