Investing Graph (Growth of 10,000) Not Populating Correctly

Bob@50

There are no error messages, but the graph that is supposed to show the "Growth of $10,000" and indicate how my securities perform alongside the indices is not populating correctly since I upgraded to Quicken 2018.  In particular, the indices are showing no growth and no decline no matter what time frame you select.  In addition, my securities are showing no growth and then a huge growth (apparently my 10,000 grew to 260,000 over the course of 8 months - I wish!!!).  

Quicken Harold

Hello Bob, appreciate your question.

Are you using Quicken 2018 on a PC or Mac?

Please let us know so that we can best help you.

Respectfully,
~ Quicken Harold.

Quicken_Tyka

Are you able to provide us with anymore information?

Let us know where you are at, if we don't hear back from you this post will be closed after 48 hours.

-Quicken Tyka

Bob@50

Yes I am able to provide more info. The graph is not populating correctly and it appears the formula used to do the IRR calculation is flawed. The indices remain flat (stay on the 10k line) whereas my accounts are flat at 10k for 6 months and then step up and flatten randomly to show my 10k has grown to 100k then 260k in 3 months, which is not accurate. In addition to the steps and flat lines of my accounts, the graph temains the same even if some accounts are deselected and the 260k is NOT the gross amount of my accounts either. Ii don't know what additional info you need.

Quicken_Tyka

Thanks for your response Bob.

Can you tell us wether this is the Windows or Mac product?

Can you upload a screenshot of what you are seeing?

-Quicken Tyka

Bob@50

Windows. And here's an image of the graph.

Bob@50

I have some additional information I just discovered that may help - IF I select a timeframe that does not go back in time past the date of my upgrade, the information populates correctly.  However, if the timeframe starts prior to the date of the upgrade, the graph will not populate correctly at all.  I upgraded in mid March so trying to graph any date that begins before mid-March 2018 causes the problem and any date that begins after mid-March 2018 populates a correct graph.

Quicken_Tyka

Hey Bob,

Thank you for providing that information.

I would try to run a validate and repair on the file.

The steps can be found at: https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

-Quicken Tyka

Bob@50

Tyka - thanks for the suggestion.  I did validate and repair, but there is no change (including deleting old share prices and repopulating with new).  It appears to me to be an issue with the conversion of the old data to the new software.  The population of the information from and after the date of upgrading to 2018 is fine, but the report is not treating the information that migrated over from the prior version of Quicken the same for whatever reason.

Quicken_Tyka

Thank you for the response.

You may be able to add the account new, usually brokerage accounts will download the last year or so of transactions.

That's probably not as much history as you already have, but you may be able to use the graph before March.

The only thing I could possible think of is validate the file from the previous version and try to convert again possibly.

Sorry to not have a simple fix or solution as the issue does appear to be how the report is interpreting the data in the file.

-Quicken Tyka

Unknown

I have exactly the same issue. I get impossible values if the date range crosses 12/15/2017. Graphs that don't include that date are correct.

Jim_Harman