VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

Tool Comparison

Quicken (Simplifi & Classic) vs The Wall Street Journal (WSJ) comparison

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

Quick takeaways

Quicken (Simplifi & Classic) adds Portfolio, Watchlist, Tax Lots / Lot Optimization, Capital Gains Estimator, Downloadable Tax Reports, and Broker Connectors coverage that The Wall Street Journal (WSJ) skips.

The Wall Street Journal (WSJ) includes Calendar, Dividends, Analyst Forecasts, Analyst Recommendations, and Analyst Price Targets categories that Quicken (Simplifi & Classic) omits.

The Wall Street Journal (WSJ) 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.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

The Wall Street Journal (WSJ)

wsj.com

Global business and markets coverage with a deep Market Data Center. Many articles and tools sit behind a WSJ Digital subscription, though some newsletters remain free. Market data pages attribute pricing and fundamentals to FactSet and Dow Jones Market Data; U.S. last-sale quotes are via Nasdaq, and other quotes may be delayed.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Comprehensive business and markets reporting, plus a Market Data Center spanning indexes, stocks, bonds, commodities, currencies, and mutual funds.
Built-in calendars, including a downloadable U.S. economic calendar and an earnings calendar within Market Data.
Market lists and stats such as 52-week highs/lows, analyst upgrades/downgrades, and dividend pages.
Company quote pages with financial statements, historical charts, and related news.
Research & Ratings pages that summarize analyst recommendations, earnings estimates, and price targets for many tickers.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Where they differ

Quicken (Simplifi & Classic)

Distinct strengths include:

Portfolio Watchlist 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.

The Wall Street Journal (WSJ)

Distinct strengths include:

Calendar Dividends Analyst Forecasts Analyst Recommendations Analyst Price Targets

Comprehensive business and markets reporting, plus a Market Data Center spanning indexes, stocks, bonds, commodities, currencies, and mutual funds.
Built-in calendars, including a downloadable U.S. economic calendar and an earnings calendar within Market Data.
Market lists and stats such as 52-week highs/lows, analyst upgrades/downgrades, and dividend pages.
Company quote pages with financial statements, historical charts, and related news.

Feature-by-feature breakdown

Attribute	Quicken (Simplifi & Classic)	The Wall Street Journal (WSJ)
Categories Which research workflows each platform targets	Shared: News, Alerts, Financials Unique: Portfolio, Watchlist, Tax Lots / Lot Optimization, Capital Gains Estimator, Downloadable Tax Reports, Broker Connectors	Shared: News, Alerts, Financials Unique: Calendar, Dividends, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Bonds, Cryptos, Funds	Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies
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 reporting, plus a Market Data Center spanning indexes, stocks, bonds, commodities, currencies, and mutual funds. Built-in calendars, including a downloadable U.S. economic calendar and an earnings calendar within Market Data. Market lists and stats such as 52-week highs/lows, analyst upgrades/downgrades, and dividend pages. Company quote pages with financial statements, historical charts, and related news. Research & Ratings pages that summarize analyst recommendations, earnings estimates, and price targets for many tickers. Alerts and newsletters manageable via WSJ apps and the Customer Center, with support for email and mobile push.
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 The Wall Street Journal (WSJ) both support?

Both platforms cover 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?

The Wall Street Journal (WSJ) 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 The Wall Street Journal (WSJ)?

Both Quicken (Simplifi & Classic) and The Wall Street Journal (WSJ) 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 The Wall Street Journal (WSJ) stands out for Comprehensive business and markets reporting, plus a Market Data Center spanning indexes, stocks, bonds, commodities, currencies, and mutual funds., Built-in calendars, including a downloadable U.S. economic calendar and an earnings calendar within Market Data., and Market lists and stats such as 52-week highs/lows, analyst upgrades/downgrades, and dividend pages..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.