VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Thursday, December 11, 2025

Tool Comparison

Quicken (Simplifi & Classic) vs Reuters comparison

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

Quick takeaways

Quicken (Simplifi & Classic) adds Portfolio, Tax Lots / Lot Optimization, Capital Gains Estimator, Downloadable Tax Reports, and Broker Connectors coverage that Reuters skips.

Reuters keeps a free entry point that Quicken (Simplifi & Classic) lacks.

In depth comparison

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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Reuters

reuters.com

Reuters is a global news site with a dedicated Markets section covering equities, bonds, currencies, and commodities. Company pages feature charts, financials, and key metrics with data supplied by LSEG. Mobile apps allow watchlists and push alerts. Quotes are delayed by about 15 minutes (per exchange rules). Access is free with registration in many regions, while digital subscriptions are rolling out in others.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Comprehensive business and markets coverage through dedicated sections on stocks, rates and bonds, currencies, and commodities.
Company profile pages include charts, financial statements, and key ratios, clearly marked as sourced from LSEG (Refinitiv).
Quotes are delayed at least 15 minutes, with exchange-specific disclosure pages listing delay policies across the U.S., London, Tokyo, and others.
Curated newsletters such as Daily Briefing, Power Up, and On the Money, plus topical digests delivered by email.
Mobile apps (iOS and Android) with customizable push notifications and watchlists so users can track favorite companies and news flow.

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Where they differ

Quicken (Simplifi & Classic)

Distinct strengths include:

Portfolio Tax Lots / Lot Optimization Capital Gains Estimator Downloadable Tax Reports 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	Quicken (Simplifi & Classic)	Reuters
Categories Which research workflows each platform targets	Shared: Watchlist, News, Alerts, Financials Unique: Portfolio, Tax Lots / Lot Optimization, Capital Gains Estimator, Downloadable Tax Reports, Broker Connectors	Shared: Watchlist, News, Alerts, Financials
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Bonds, Cryptos, Funds	Stocks, ETFs, Bonds, Commodities, Currencies, Futures
Experience levels Who each product is built for	Beginner, Intermediate	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Desktop, Web, Mobile	Web, Mobile
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	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.	Unique Comprehensive business and markets coverage through dedicated sections on stocks, rates and bonds, currencies, and commodities. Company profile pages include charts, financial statements, and key ratios, clearly marked as sourced from LSEG (Refinitiv). Quotes are delayed at least 15 minutes, with exchange-specific disclosure pages listing delay policies across the U.S., London, Tokyo, and others. Curated newsletters such as Daily Briefing, Power Up, and On the Money, plus topical digests delivered by email. Mobile apps (iOS and Android) with customizable push notifications and watchlists so users can track favorite companies and news flow. Reuters.com offers free access with registration in many markets, alongside digital subscription plans being introduced regionally.
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 Quicken (Simplifi & Classic) and Reuters both support?

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

Which tool offers a free plan?

Reuters 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 Quicken (Simplifi & Classic) and Reuters?

Both Quicken (Simplifi & Classic) and Reuters 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?

Quicken (Simplifi & Classic) differentiates itself with 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., whereas Reuters stands out for Comprehensive business and markets coverage through dedicated sections on stocks, rates and bonds, currencies, and commodities., Company profile pages include charts, financial statements, and key ratios, clearly marked as sourced from LSEG (Refinitiv)., and Quotes are delayed at least 15 minutes, with exchange-specific disclosure pages listing delay policies across the U.S., London, Tokyo, and others..

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