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Portfolio View Errors, Stock returns off or Missing

Loren

Using Quicken Premier 2017 for Windows. Portfolio view works fine for mutual funds. However, reported YTD return for individual stocks is way off, and the 3 and 5 year returns are omitted. This has been going on for 2 months or more. Examples are stock symbols FUN, JPM and BP. None of my individual stocks are reporting correctly. I am a long time Quicken user.

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Comments

Jim_Harman

What are the exact names of the columns with wrong or missing data? The "Return (%)" columns are based on data from Quicken's quote provider, which has had problems in recent months.

I agree Quicken should get the quote problems fixed or get a new quote provider.

Loren

The columns are: Return (%) YTD, Return (%) 3-Year, Return (%) 5-Year.

Again, the return figures for mutual funds are accurate.

Curious how they could let this go on in error so long.

Jim Hamren

The columns are: Return (%) YTD, Return (%) 3-Year, Return (%) 5-Year.

Again, the return figures for mutual funds are accurate.

Curious how they could let this go on in error so long.

I have the same problem, but with mutual funds.

Loren

The issue I raised last August has not changed. My Portfolio report is still omitting "Return (%) 3 year" and "Return (%) 5 year" for individual stocks. The report is complete for mutual funds. This has been going on now for over 1 year. Any ideas?

I am running Quicken Premier 2017 for Windows on a MacBookPro on VM Ware Fusion 5 (which allows running Windows on a Mac). The Windows issue is Windows 7.

Jim_Harman

As noted above, the data in the "Return (%)" columns comes from Quicken's quote provider. There have been problems with missing data in this feed for a long time, but no action from Quicken to get them fixed.

If you are interested in your personal returns for securities you hold and the transaction data is correct in Quicken, I suggest you use the "Avg. annual return (%)" columns instead for periods of one year or longer. For shorter periods, use "ROI (%)" which is not annualized.