Quicken enhances its personal finance platform with powerful new investment features

Leading personal finance management software can now track cryptocurrency investments, restricted stock units, and investment partnerships, along with traditional holdings.

Menlo Park, California.And the September 27 2022 /PRNewswire/ – Quicken Inc. America’s #1 Selling Personal Finance Software Manufacturer, New Release Quick For Windows features, including tracking cryptocurrency investments, Restricted Stock Units (RSUs), and investment partnerships. The updates support an already strong set of investment capabilities, cementing Quicken’s position as the most comprehensive and flexible personal finance program on the market.

For over 35 years, Quicken has been a trusted supplier to over 20 million customers, helping them manage their finances in one place. Quicken’s new investment tracking features allow users to see how changes in the market are affecting their investments, monitor progress towards goals by analyzing target portfolio allocation, and minimize risk while maximizing diversification by uncovering concentrated positions. With these new Quicken for Windows features, users can track a wider range of investments.

New features are especially important during a period of market volatility where uncertain economic times affect people’s financial decisions. In a recent survey, Quick It found that while nearly 30% of Americans planned to buy a car in 2022, 60% of those respondents reconsidered. Similarly, 21% planned to buy a first or new home this year, with 69% of those now reconsidering. Quicken’s new features are designed to help users better understand the performance of their investment portfolio and make informed decisions about their lives.

“We are committed to helping our customers with confidence take control of their finances and live a healthy financial life,” said Quicken’s CEO, Eric Dunn. “Our platform helps clients make smart financial moves by tracking the real-time performance of various investments in one place, which now includes support for cryptocurrencies, Restricted Stock Units (RSUs), and investment partnerships. We have also added real-time quotes to provide the latest data on how The effect of changes in the market on the total value of their investment portfolios.

New features include:

  • Encoder support: With a new type of cryptocurrency security and cryptocurrency quotes, users will be able to track and update the value of crypto securities in their wallet. Quicken is also extending stock value tracking to count up to eight decimal places, providing users with more accuracy and precision needed to track cryptocurrency locations.
  • RSU support: This new feature supports both basic tax tracking and full assessment performance tracking for RSU holders, including grant tracking and flexible stock vesting. This unique feature also allows users to customize how RSUs represent their portfolio and net worth. Users can choose to include or exclude the potential value of their unearned RSUs entirely to reflect their actual net worth. Users can also track the tax implications of RSU entitlement events by reducing the stock number to calculate taxes.
  • Investment Partnership Support: Acceleration Users who own a limited partnership interest (such as private equity or venture capital funds) can now seamlessly track their activities, including their initial capital commitment, contributions to the fund, and cash or equity returns. This also enables their overall net worth to accurately reflect these partnerships. Users can access a detailed summary of their investments, including new metrics such as the Ministry of Industry and Foreign Trade, the Ministry of Industry and Foreign Trade in general and the IRR.
  • Real time quotes: Quicken now offers real-time stock quotes for publicly traded stocks to all Premier subscribers and above.

For more information visit: www.quicken.com

About Quicken Inc.

Quicken has been the #1 selling personal finance program in the US For over 35 years, more than 20 million customers have relied on Quicken to help them take control of their finances. Quicken’s award-winning suite of personal finance software and apps – including Quicken Starter Edition, Quicken Deluxe, Quicken Premier, Quicken Home & Business and Simplifi by Quicken – cater to different financial needs and hardware preferences. Simplifi from Quicken, dubbed “The New York Times Wirecutter,” was added to the Quicken family of products in 2020. Simplifi, a web and mobile app, is designed to help a new generation of digital natives easily stay on top of their finances.

Learn more about Quicken over here and follow us FacebookAnd the TwitterAnd the LinkedInAnd the YoutubeAnd the reddit. Click here to learn more about Simplifi from Quicken, and follow us InstagramAnd the FacebookAnd the tik tok. Simplifi is available for download at google apps and the apple App Store.

SOURCE Quicken

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