Quicken (Simplifi & Classic) vs The Motley Fool comparison

Quicken (Simplifi & Classic) focuses on Portfolio, Watchlist, and Tax Lots / Lot Optimization while The Motley Fool specializes in Stock Ideas, Portfolio, and Watchlist. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

The Motley Fool offers a free tier that lets you get started without paying, while Quicken (Simplifi & Classic) requires a subscription. If budget is a concern, start with The Motley Fool and upgrade later if you need more advanced features.

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 The Motley Fool if Stock Advisor membership includes two new stock recommendations per month, currently priced at $199/year, with a 30-day refund policy., and Tiered memberships expand access: Epic ($499/year) adds research and scorecards; Epic Plus ($1,999/year) includes the real-money Moneyball Portfolio with daily guidance; Fool Portfolios ($3,999/year) provides access to Tom Gardner’s live portfolios; Fool One is an all-access bundle. better fits how you invest.

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

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

Quicken (Simplifi & Classic) supports data exports to CSV, and Excel. The Motley Fool has more limited export options.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.