VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

Tool Comparison

CEO.CA vs Quicken (Simplifi & Classic) comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

CEO.CA adds Order Book / Level II, Insider Data, Forums, Videos, and Blogs coverage that Quicken (Simplifi & Classic) skips.

Quicken (Simplifi & Classic) includes Portfolio, Tax Lots / Lot Optimization, Capital Gains Estimator, Downloadable Tax Reports, Financials, and Broker Connectors categories that CEO.CA omits.

CEO.CA has a free tier, while Quicken (Simplifi & Classic) requires a paid plan.

In depth comparison

CEO.CA

ceo.ca

Canadian small-cap–focused investor community and data platform. Core: real-time Level II market depth for CSE/TSXV/TSX via CEO.CA Pro, SEDI insider filings dashboard, real-time news ‘Newsroom’, ticker-based chat rooms, watchlists, and iOS/Android apps. No public API disclosed.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Interactive Level II (Market by Price / Market by Order) with animated bids/asks & color-coded recency.
House positions (daily & historical) and ATS depth (15-min delayed).
SEDI insider-filings feed & dashboard for Canadian issuers.
Real-time newsroom plus personalized ‘My Feed’.
Ticker-centric chat channels, private groups, and DMs; mobile apps (iOS/Android).

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Quicken (Simplifi & Classic)

quicken.com

Consumer-focused personal finance suite with strong investment tracking, tax planning, and retirement tools. Quicken Simplifi (web/mobile) offers an aggregated investments dashboard with IRR/TWR, real-time prices, and a holdings-based news feed, while Quicken Classic (desktop) adds Portfolio Analyzer, Portfolio X-Ray, Capital Gains Estimator, and deeper tax/retirement planning. Quicken is an account aggregation, tracking, and planning tool — not a trading platform — and is designed for use in the U.S. & Canada only. Many advanced investing and tax capabilities (Portfolio Analyzer, Capital Gains Estimator, built-in Schedules A/B/D, some business schedules) are available only in Classic Premier or Classic Business & Personal tiers, primarily on Windows.

Platforms

DesktopWebMobile

Pricing

Subscription

Quick highlights

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).
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.
Classic portfolio tools (Portfolio view, Investing tab, and Investing portfolio tab on Mac) show market value over time, standard performance views (value, performance, realized gains), and allow grouping by account type, security, or asset class, including “as of” snapshots.
Portfolio Analyzer in Classic creates a comprehensive report with average annual return, asset allocation snapshot, standard-deviation-based risk profile, largest holdings and accounts, and a “Tax implications” section summarizing realized gains and holding periods.
Portfolio X-Ray in Classic analyzes mutual funds, ETFs, and other equity funds to “look through” underlying holdings and reveal true exposure to individual equities, improving diversification insight.

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Where they differ

CEO.CA

Distinct strengths include:

Order Book / Level II Insider Data Forums Videos Blogs

Interactive Level II (Market by Price / Market by Order) with animated bids/asks & color-coded recency.
House positions (daily & historical) and ATS depth (15-min delayed).
SEDI insider-filings feed & dashboard for Canadian issuers.
Real-time newsroom plus personalized ‘My Feed’.

Quicken (Simplifi & Classic)

Distinct strengths include:

Portfolio Tax Lots / Lot Optimization Capital Gains Estimator Downloadable Tax Reports Financials Broker Connectors

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).
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.
Classic portfolio tools (Portfolio view, Investing tab, and Investing portfolio tab on Mac) show market value over time, standard performance views (value, performance, realized gains), and allow grouping by account type, security, or asset class, including “as of” snapshots.
Portfolio Analyzer in Classic creates a comprehensive report with average annual return, asset allocation snapshot, standard-deviation-based risk profile, largest holdings and accounts, and a “Tax implications” section summarizing realized gains and holding periods.

Feature-by-feature breakdown

Attribute	CEO.CA	Quicken (Simplifi & Classic)
Categories Which research workflows each platform targets	Shared: News, Alerts, Watchlist Unique: Order Book / Level II, Insider Data, Forums, Videos, Blogs	Shared: News, Alerts, Watchlist Unique: Portfolio, Tax Lots / Lot Optimization, Capital Gains Estimator, Downloadable Tax Reports, Financials, Broker Connectors
Asset types Supported asset classes and universes	Stocks, ETFs	Stocks, ETFs, Mutual Funds, Bonds, Cryptos, Funds
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate
Platforms Where you can access the product	Web, Mobile	Desktop, Web, Mobile
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique Interactive Level II (Market by Price / Market by Order) with animated bids/asks & color-coded recency. House positions (daily & historical) and ATS depth (15-min delayed). SEDI insider-filings feed & dashboard for Canadian issuers. Real-time newsroom plus personalized ‘My Feed’. Ticker-centric chat channels, private groups, and DMs; mobile apps (iOS/Android).	Unique 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). 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. Classic portfolio tools (Portfolio view, Investing tab, and Investing portfolio tab on Mac) show market value over time, standard performance views (value, performance, realized gains), and allow grouping by account type, security, or asset class, including “as of” snapshots. Portfolio Analyzer in Classic creates a comprehensive report with average annual return, asset allocation snapshot, standard-deviation-based risk profile, largest holdings and accounts, and a “Tax implications” section summarizing realized gains and holding periods. Portfolio X-Ray in Classic analyzes mutual funds, ETFs, and other equity funds to “look through” underlying holdings and reveal true exposure to individual equities, improving diversification insight. Capital Gains Estimator (Classic investing tiers) lets you model potential sales before you trade by proposing lots to sell, estimating proceeds, and showing projected capital gains using your tax bracket settings and Term (short/long) breakdown; it integrates with the Tax Planner for more accurate projections.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do CEO.CA and Quicken (Simplifi & Classic) both support?

Both platforms cover News, Alerts, and Watchlist workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

CEO.CA offers a free entry point, while Quicken (Simplifi & Classic) requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access CEO.CA and Quicken (Simplifi & Classic)?

Both CEO.CA and Quicken (Simplifi & Classic) support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

CEO.CA differentiates itself with Interactive Level II (Market by Price / Market by Order) with animated bids/asks & color-coded recency., House positions (daily & historical) and ATS depth (15-min delayed)., and SEDI insider-filings feed & dashboard for Canadian issuers., whereas Quicken (Simplifi & Classic) stands out for 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)., 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., and Classic portfolio tools (Portfolio view, Investing tab, and Investing portfolio tab on Mac) show market value over time, standard performance views (value, performance, realized gains), and allow grouping by account type, security, or asset class, including “as of” snapshots..

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