nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Historical Investment Returns and Ratings Not Updating

unknown

Using Quicken 2017 Premier. Over the past week when I perform a Portfolio One Step Update, the historical performance data (YTD, 1, 3, 5 Year) and Lipper numerical ratings are not updating.

Find more posts tagged with

Comments

mshiggins

Have you tried updating quotes and/or updating historical prices?

unknown

Thanks for the suggestion mshiggins, but still no updated information. Maybe Quicken forgot to pay a bill on their end?

q_lurker

Since any particular portfolio view (Show: ____) can be user-customized and since I am not off-the-top aware of any Lipper numerical ratings available in Quicken, please be more specific about which column heading are now turning up blank or 0, or otherwise "not updating". (Note I have already assumed you were talking about some portfolio view (Ctrl-U) presentation.

unknown

Mine shows just fine:

Not sure where you're looking for any Lipper ratings.

unknown

The performance and rating statistics updated this morning when I performed a "One Step Update". q.lurker, I was referring to the "Fund Category Rank" data. Thanks all!