Quicken (Simplifi & Classic) vs Tegus comparison

Quicken (Simplifi & Classic) focuses on Portfolio, Watchlist, and Tax Lots / Lot Optimization while Tegus specializes in Transcripts, Improved Filings, and Financials. They overlap in 2 categories, so choose based on your preferred workflow and pricing.

Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.

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

Choose Quicken (Simplifi & Classic) if you need 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.. Go with Tegus if Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., and AI-generated summaries and topic tagging to help navigate transcripts quickly. better fits how you invest.

Both cover Stocks. Quicken (Simplifi & Classic) also includes ETFs, Mutual Funds, Bonds, Cryptos, and Funds.

Quicken (Simplifi & Classic) offers real-time data feeds, which is essential for active traders. Tegus uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Both platforms let you export data to spreadsheets (Excel). This is useful for custom analysis or record-keeping.

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