Leading personal financial management software can now track cryptocurrency investments, restricted stock units and investment partnerships in addition to traditional holdings

menlo park, california, September 27, 2022 /PRNewswire/ — Quicken Inc., makers of America’s best-selling personal finance software, announces new speed up Learn about Windows features like investing in cryptocurrencies, restricted stock units (RSUs), and tracking investment partnerships. The update enhances an already strong set of investment features and further strengthens Quicken’s position as the most comprehensive and flexible personal finance software on the market.

For over 35 years, Quicken has trusted over 20 million customers to help them manage their finances in one place. Quicken’s new investment tracking capabilities allow users to see how market changes affect their investments, monitor progress toward goals with target portfolio allocation analysis, and reduce diversification by uncovering concentrated positions. You can minimize risk while maximizing it. These new Quicken for Windows features enable users to track an even wider range of investments.

New features are especially important during periods of market volatility, as uncertain economic conditions affect people’s financial decisions. A recent survey found that speed up Nearly 30% of Americans were planning to buy a car in 2022, but 60% of respondents have reconsidered. Similarly, 21% plan to buy their first or new home this year, with 69% reconsidering. The new Quicken features are designed to help users better understand the performance of their investment portfolios and make informed life decisions.

Quicken’s CEO said: Eric Dunn“Our platform helps customers make smart financial moves by tracking the real-time performance of various investments all in one place.This includes crypto, restricted stock units ( RSUs), and support for investment partnerships, and we also added real-time estimates to provide up-to-date data on how market changes affect the overall value of your portfolio. .”

New features include:

  • Cipher support: New cryptocurrency security types and cryptocurrency quotes allow users to track and update the value of crypto securities in their portfolios. Quicken also extends stock value tracking to eight decimal places, giving users the accuracy and precision they need to track cryptocurrency positions.
  • RSU support: This new feature supports both basic tax tracking and full valuation performance tracking for RSU holders, including grant tracking and flexible stock vesting. This unique feature also allows users to customize how her RSU is represented in the portfolio and net worth. The user can choose to include the undetermined potential value of her RSUs or exclude them entirely to reflect her actual net worth. Users can also track the tax impact of RSU vesting events by reducing the number of shares to account for tax.
  • Investment partnership support: Quicken users who own limited partnership interests (such as private equity or venture capital funds) can now seamlessly track their activities, including initial capital commitments, fund contributions, and cash or stock returns. rice field. This also allows their overall net worth to accurately reflect these partnerships. Users can access a detailed overview of their investments, including cash MOIC, overall her MOIC, and new metrics such as IRR.
  • Real-time quotes: Quicken now offers real-time stock quotes for publicly traded stocks to all Premier and above subscribers.

For more information, see: www.quicken.com

About Quicken Co., Ltd.

Quicken is America’s best-selling personal finance software. For over 35 years, over 20 million customers have used Quicken to help them manage 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, caters to a variety of financial needs and device preferences. Voted “Best Budgeting App” by The New York Times Wirecutter, Simplifi by Quicken is a 2020 addition to his Quicken suite of products. A web and mobile app, his Simplifi is designed to help new generations of digital natives easily rise to the top. of their finances.

Learn more about Quicken here and follow us Facebook, twitter, LinkedIn, YoutubeWhen redditClick here for more information on Simplifi by Quicken. Instagram, FacebookWhen tick tockSimplifi can be downloaded from: google play and the apple app store.

SOURCE Quicken

Source link

By admin

Leave a Reply

Your email address will not be published. Required fields are marked *