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QWin 2017: Portfolio X-Ray Does Not Find Assets
I just purchased Quicken 2017 Premier, R4, 22.214.171.124. When applying it to a particular portfolio it correctly shows an asset allocation of 33% domestic bonds, 65 % cash, and 2% large cap stocks, which is obviously a very conservative asset allocation. I thought I would try the Portfolio X-Ray feature which was not included in the versions of Quicken I have previously used. The X-Ray feature told me this was a very aggressive portfolio because it completely ignored the bonds and cash, only including in its analysis the large cap stock that makes up 2%. What's wrong with this apparently useless and misleading feature?
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