Investing Performance Chart Missing Dates for "Last 7 Days" When Months are Spanned [edited]

Scooterlam
Scooterlam SuperUser, Windows Beta Beta
edited August 2019 in Investments (Windows)
The Investing>Performance>Portfolio vs Cost Basis chart is missing days when the time-frame filter is set to "last 7 days" and spans a month.   See Image 1.

I look at this chart almost daily and noticed this issue the other day.   What I expected to see is my last 7 days of portfolio value - 7 bars.  Only 2 are showing.  All other time frames, such as "last 12 months" or "last 30 days", for example,  show the expected results. 

Looking a bit deeper, using "custom dates", I have found that the graph shows as expected when the start date is set to May 1 (to May 4).  See image 2.  However, changing the start date to Apr 30 (to May 4), again only two dates are graphed.  See image 3.  I also tried to use custom dates to replicate the "last 7 days" filter.  Same result as image 1.

I continued to play around with custom dates, I discover that any x day period (<= 7 days) that spans "month end / month start" throws the same error as in image 1.  When spanning a month, the chart only seems to display the first date and last date of the custom range.  Or, in my original case, "last 7 days" happen to span the month end / start.

Have you seen this issue?  Can you replicate?  Known bug?  Workaround?  Am I missing something?

Despite what I found....A few additional things that I have done to try to troubleshoot...
  1. Checked the securities list to ensure that I was downloading all of my securities....They are.
  2. Downloaded security history, last 5 years....No issues.
  3. Check each security's history table to ensure that the dates in question have values.  They do.
  4. Filtered for each account and each security in the chart to try to see if any one account or security was acting badly.  All combinations resulted in the same issue as image 1.
  5. Did a file validation, checking all three tests (correct investing price history, investing lots and repair file).  No issues.
Scott
2019 QW HBR R18.16



Image 1


Image 2
Image 3



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Best Answer

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Accepted Answer
    You are correct, this has been an annoying issue for some time now, perhaps forever.  The chart tries to be clever in deciding how many bars to show. If the time period is all within one month it shows daily bars. If it spans a month boundary the bars switch to weekly. Eventually it switches to monthly.

    It would be much nicer if it showed daily bars for any period of 31 days or less.
    QWin Premier subscription

Comments

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Accepted Answer
    You are correct, this has been an annoying issue for some time now, perhaps forever.  The chart tries to be clever in deciding how many bars to show. If the time period is all within one month it shows daily bars. If it spans a month boundary the bars switch to weekly. Eventually it switches to monthly.

    It would be much nicer if it showed daily bars for any period of 31 days or less.
    QWin Premier subscription
  • Scooterlam
    Scooterlam SuperUser, Windows Beta Beta
    Thanks Jim.   So it seems it's a "bug" in the "last 7 days" filter, when spanning a monthly boundary.   Seems obvious that there should be daily bars for "last 7 days", regardless of when they occur.

    Perhaps this can turn into an idea post then? 

    1.  Fix the "bug" related to the original post (last 7 days filter), and...
    2.  Incorporate daily bars for all time periods of 31 days or less regardless of when they occur (within a month or spanning months).
    3.  Ensure "custom dates" filter chart display is consistent with the canned time periods in the pull-down.

    Scott
    2019 QW HBR



  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    That would be a good idea.

    As you have observed, it is not just the "Last 7 days" filter that causes this issue, it is any date range of less than one month that spans a month boundary. Making this change would make "Last 30 days" always show 30 bars as well.
    QWin Premier subscription
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello All,

    The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

    If you would like to see this idea implemented, please 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
    -Quicken Anja
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited May 8
    This would still be a very nice improvement, especially since it affects other time periods such as Last 30 days as well.
    QWin Premier subscription
  • Scooterlam
    Scooterlam SuperUser, Windows Beta Beta
    Yes. It remains broken.  I would like to see it fixed.  Hard to imagine this is a design feature.
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