Historical Investment Returns and Ratings Not Updating

Unknown
Unknown Member
edited May 2018 in Investing (Windows)
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. 

Comments

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited June 2017
    Have you tried updating quotes and/or updating historical prices?
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Unknown
    Unknown Member
    edited June 2017
    Thanks for the suggestion mshiggins, but still no updated information. Maybe Quicken forgot to pay a bill on their end? :)
  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    edited May 2018
    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
    Unknown Member
    edited June 2017
    Mine shows just fine:

    image

    Not sure where you're looking for any Lipper ratings.  
  • Unknown
    Unknown Member
    edited June 2017
    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!
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