VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Thursday, December 11, 2025

Tool Comparison

Quicken (Simplifi & Classic) vs TC2000 comparison

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

Quick takeaways

Quicken (Simplifi & Classic) adds Tax Lots / Lot Optimization, Capital Gains Estimator, Downloadable Tax Reports, and Broker Connectors coverage that TC2000 skips.

TC2000 includes Screeners, Options & Derivatives, Paper Trading, Advanced Order Types, Brokerage, and Options P&L categories that Quicken (Simplifi & Classic) omits.

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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TC2000

tc2000.com

A long-standing charting, screening, and trading platform with integrated brokerage. TC2000 is designed for active traders who want real-time scanning, customizable alerts, and advanced options analytics. Plans range from Basic to Premium+, with Premium+ offering up to 1,000 simultaneous alerts. Add-ons expand server-side streaming scans and provide real-time options and index data. Real-time U.S. equity data comes via Nasdaq Basic, and financial news is powered by MT Newswires.

Platforms

WebDesktopMobile

Pricing

Subscription

Quick highlights

Live U.S. equity data (NYSE, Nasdaq, AMEX) via Nasdaq Basic with streaming watchlists and charts.
EasyScan® screener supports real-time scans, custom sorting, and PCF (formula-based) screening.
Alerting system allows 100 concurrent alerts on Premium or 1,000 on Premium+, with optional bundles to increase limits.
Integrated MT Newswires feed for real-time market and company news.
Options trading tools include full chains, Greeks, implied volatility columns, multi-leg strategies, and visual P&L zones.

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Where they differ

Quicken (Simplifi & Classic)

Distinct strengths include:

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.

TC2000

Distinct strengths include:

Screeners Options & Derivatives Paper Trading Advanced Order Types Brokerage Options P&L

Live U.S. equity data (NYSE, Nasdaq, AMEX) via Nasdaq Basic with streaming watchlists and charts.
EasyScan® screener supports real-time scans, custom sorting, and PCF (formula-based) screening.
Alerting system allows 100 concurrent alerts on Premium or 1,000 on Premium+, with optional bundles to increase limits.
Integrated MT Newswires feed for real-time market and company news.

Feature-by-feature breakdown

Attribute	Quicken (Simplifi & Classic)	TC2000
Categories Which research workflows each platform targets	Shared: Portfolio, Watchlist, News, Alerts, Financials Unique: Tax Lots / Lot Optimization, Capital Gains Estimator, Downloadable Tax Reports, Broker Connectors	Shared: Portfolio, Watchlist, News, Alerts, Financials Unique: Screeners, Options & Derivatives, Paper Trading, Advanced Order Types, Brokerage, Options P&L
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Bonds, Cryptos, Funds	Stocks, ETFs, Options
Experience levels Who each product is built for	Beginner, Intermediate	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Desktop, Web, Mobile	Web, Desktop, Mobile
Pricing High-level pricing models	Subscription	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 Live U.S. equity data (NYSE, Nasdaq, AMEX) via Nasdaq Basic with streaming watchlists and charts. EasyScan® screener supports real-time scans, custom sorting, and PCF (formula-based) screening. Alerting system allows 100 concurrent alerts on Premium or 1,000 on Premium+, with optional bundles to increase limits. Integrated MT Newswires feed for real-time market and company news. Options trading tools include full chains, Greeks, implied volatility columns, multi-leg strategies, and visual P&L zones. Paper trading with unlimited practice accounts; identical workflow to live accounts through TC2000 Brokerage.
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 TC2000 both support?

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

Do Quicken (Simplifi & Classic) and TC2000 require subscriptions?

Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.

How can you access Quicken (Simplifi & Classic) and TC2000?

Both Quicken (Simplifi & Classic) and TC2000 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 TC2000 stands out for Live U.S. equity data (NYSE, Nasdaq, AMEX) via Nasdaq Basic with streaming watchlists and charts., EasyScan® screener supports real-time scans, custom sorting, and PCF (formula-based) screening., and Alerting system allows 100 concurrent alerts on Premium or 1,000 on Premium+, with optional bundles to increase limits..

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