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Morningstar X-Ray Improvement

Langston HollandLangston Holland Member ✭✭
edited August 2019 in Investments (Windows)
Hello:

The quartile percentage brackets for domestic vs. foreign investment allocations is almost useless for real investors. Decile (10%) brackets would be much better if the graphics aren't a problem, if you must stick to (4) shades as in the current configuration, please change the percentile ranges to:

1. < 10%
2. 10% - 20%
3. 20% - 40%
4. > 40%

Thank you.

God bless you and your precious families - Langston
4
4 votes

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Comments

  • Quicken_TykaQuicken_Tyka Moderator mod

    Hello All,

     This Idea seems to have fallen stagnant and due to the Age of the request and lack of User Votes/Comments, will be archived within the next 7 business days.

     If you would like to see this Idea kept alive and considered for possible future implementation in Quicken, be sure to Add your Vote and a comment explaining how this Idea would be beneficial for you.

    More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

     Thank you,

     Quicken Community Support Team

    ~~~***~~~
  • Langston HollandLangston Holland Member ✭✭
    edited July 2020
    Hi Tyka:

    You're certainly correct in that no one has replied, but it may be due to something other than a lack of interest - it may be due to the lack of expectation that a change would be made regardless. An example of this is the high quantity of requests over several years for the Lifetime Planner module addition to Quicken for Mac.

    The deal with this particular request is that most American investors have very little direct foreign holdings in their portfolio. 50% is about the most you will see, thus the highest (2) quartiles are wasted, thus this feature is wasted.

    I use a Mac, but run the Windows version of Quicken through Parallels because the Mac version, while slowly improving, remains anemic in comparison. Nevertheless I really appreciate Quicken - the days are long gone when there were equal and sometimes more powerful personal finance offerings, such as Managing Your Money and Microsoft Money. There must be very little profit available in this niche and I genuinely appreciate you guys hanging in there.

    Take care - Langston
    God bless you and your precious families - Langston
  • Rocket J SquirrelRocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
    My map shading is exactly the same as @Langston Holland 's and I suspect every other American investor's is, too. So this gets my vote.
    Customizable groupings would be best, but I doubt anything in the x-ray is under Quicken's control. I presume it's all straight from M* and simply displayed by Q.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • Chris_QPWChris_QPW Member ✭✭✭✭
    My map shading is exactly the same as @Langston Holland 's and I suspect every other American investor's is, too. So this gets my vote.
    Customizable groupings would be best, but I doubt anything in the x-ray is under Quicken's control. I presume it's all straight from M* and simply displayed by Q.
    To me it looks like Quicken sends the data to M* and they process it and send back a web page, and that is all Quicken is doing, displaying a web page.
    (I'm using the latest Quicken subscription version)
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