MarketInOut vs Quicken (Simplifi & Classic) comparison

Unique

• Multi-market stock screener covering 35+ exchanges, with both technical and fundamental criteria. Filters can be applied by exchange, sector, industry, index, or watchlist. Timeframes include hourly, daily, weekly, and monthly, with per-stock Excel exports.
• Intraday timeframes (5m/15m/30m/1h/4h) are available for IEX, Forex, and Crypto. Extended-hours trading is not supported.
• Formula Screener allows custom queries with AND/OR/NOT logic, multi-timeframe conditions, historical/range screening, index and ticker references, and regime filters.
• Email or Telegram alerts for screener matches, with scheduled delivery options. SMS delivery is not guaranteed.
• Strategy Backtester supports entry/exit rules, stop-loss/take-profit, and position maintenance. Data is survivorship-bias-free (includes delisted stocks).
• Portfolio tracker with unlimited portfolios, intra-day last prices, daily P/L, and simple paper-trading views. Positions can be added directly from screener results.

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.