CEO.CA vs Quicken (Simplifi & Classic) comparison

CEO.CA focuses on Order Book / Level II, News, and Alerts while Quicken (Simplifi & Classic) specializes in Portfolio, Watchlist, and Tax Lots / Lot Optimization. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

CEO.CA offers a free tier that lets you get started without paying, while Quicken (Simplifi & Classic) requires a subscription. If budget is a concern, start with CEO.CA and upgrade later if you need more advanced features.

Both platforms target experienced investors. If you're just starting out, expect a learning curve with either option.

Choose CEO.CA if you need Interactive Level II (Market by Price / Market by Order) with animated bids/asks & color-coded recency., and House positions (daily & historical) and ATS depth (15-min delayed).. Go with Quicken (Simplifi & Classic) if Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic)., and Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings. better fits how you invest.

Both cover Stocks, and ETFs. Quicken (Simplifi & Classic) adds coverage for Mutual Funds, Bonds, Cryptos, and Funds.

Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.

Quicken (Simplifi & Classic) supports data exports to CSV, and Excel. CEO.CA has more limited export options.

Quicken (Simplifi & Classic) offers portfolio tracking features. CEO.CA is more focused on research and analysis.