To put today's price in perspective, you can download up to five years' worth of historical prices for any security, then use theSecurity Detail Viewto see how today's price compares to prior performance (Internet access required).
Even if you use the online quotes feature in Quicken, there may be times when you want to edit the price history for a security by hand. For example, you might need to do this to match with the ending date of a broker's statement, or if you've been manually tracking anemployee stock purchase plan (ESPP) accountprior to Quicken 2002.).
You can retrieve security prices (get quotes) from the Internet for securities andmarket indexesthat you track in Quicken, provided that you've the correctticker symbolassigned to the security.
To manually download current security prices
Click theInvestingtab.
ChooseUpdate > Quotes.
Alternatively, if you useOne Step Update, you can download quotes as part of the update process.
To include or exclude a security from the update (Optional):
ChooseTools menu > One Step Update.
Enter your password and then immediately clickSettings.
In the One Step Update Settings window, click the (select quotes) link.
In the Security List, select or clear theDownload Quotescheckbox for the security, as necessary.
Quicken does not update prices for money market securities (or any security whose ticker symbol ends withXX), so don't select money market securities for updating when setting up your online quotes.
Unlike stock prices, mutual fund and exchange traded option prices are set once a day and updated each evening after the market closes. Until then, mutual fund and exchange traded options are quoted at the closing price for the previous day.
Quicken will download prices for multiple securities with the same ticker symbol, even if you've selected only one security for update. If you want to update only one security, edit the other securities to remove their ticker symbols.
To automatically download current security prices
This feature is available in Quicken Premier or Quicken Business & Personal only.
ChooseEdit menu > Preferences.
In the left pane, clickInvestment transactions.
In the right pane, selectAutomatically update quotes every 15 minutes.
To include or exclude a security from the update (Optional):
ChooseTools menu > One Step Update.
Enter your password and then immediately clickSettings.
In the One Step Update Settings window, click the (select quotes) link.
In the Security List, select or clear theDownload Quotescheckbox for the security, as necessary.
Notes
As long as you remain connected to the Internet, Quicken will update your security prices every 15 minutes.
Quicken does not update prices for money market securities (or any security whose ticker symbol ends withXX), so don't select money market securities for updating when setting up your online quotes.
Unlike stock prices, mutual fund prices are set once a day and updated each evening after the market closes. Until then, mutual fund prices are quoted at the closing price for the previous day.
Quicken will download prices for multiple securities with the same ticker symbol, even if you've selected only one security for update. If you want to update only one security, edit the other securities to remove their ticker symbols.
To download historical security prices
Click theInvestingtab.
Click theUpdatebutton and chooseHistorical Prices.
Select the securities that you want historical data for.
Select the time span you want data for from the drop-down list. You can download data for the past month, the past year, the past two years, or the past five years.
ClickUpdateNow.
Notes
Internet access required; Quicken will not download prices for securities that don't have the correctticker symbols assigned to them.
Quicken downloads daily prices of the selected securities for the most recent month, weekly prices for the 11 months prior to that, and monthly prices thereafter.
Selected securities have a green checkmark beside them. Click individual securities to select or clear them.
To determine when security prices were last downloaded
Click theInvestingtab.
Click thePortfoliobutton. Information about when security prices were last updated is displayed at the bottom of the window. If a security price has not been updated during the day, a clock icon appears in the Quote/Price column for the security. Hover your cursor over the icon to see when it was last updated.
To manually edit a security's price history
Click theInvestingtab.
Click theToolsbutton, and chooseSecurity List.
Click the name of the security you want to edit.
ClickUpdate.
ChooseEdit Price History.
You can add, delete, and edit prices from here.
To add a new price, chooseNewand enter the date and price. The figures for High, Low, and Volume are optional.
To change a price for a specific date, select the price and clickEdit. Enter the new price. The figures for High, Low, and Volume are optional.
To delete a price, select it and clickDelete.
To print the price history list, clickPrint.
Notes
The price history of asecuritycomes from a variety of sources: investment transactions you enter that include a security price, prices you enter in the Portfolio window, prices you enter directly in the Price History window, prices you download from the Internet, and prices you import.
The Price History window lists the most recent price of the selectedsecurityand all previous prices recorded for it by date. When you add, change, or delete a price, the new information is added to the Portfolio and Security Detail View windows. No changes are made to transactions already entered in the transaction list.
To delete several prices at once, hold down the SHIFT or CTRL key while selecting the prices you want to delete, and then click Delete.
To update prices manually in the Portfolio
Click theInvestingtab.
If necessary, click thePortfoliobutton at the top of the page.
To record a price for a date other than today, click the pop-up calendar beside thePortfolio As Of field, and select a date.
Select the security you whose price you want to update. To do so, click anywhere on the security line, but not on the security name.
Enter the new price in theQuote/Pricecolumn. If the Quote/Price column doesn't appear in the Portfolio, click theCustomize Viewbutton to add it.
Notes
You can also enter high, low, and volume information if you've customized the Portfolio window to show those columns.