Investing Dashboard truncates security names, making them ambiguous

Jim_Harman

The Portfolio by Security and Value over Time panels of the new Investing Dashboard truncate the security names to 12 characters.

This means that if you hold securities like Vanguard Total Stock Market, Vanguard Total Bond Market, and Vanguard Total International Stock Market, the are all listed as "Vanguard Tot" so you can't tell which is which.

The box that appears when you hover over the security name should be expanded so that the full security name is shown.

Quicken Sarah

Hello All,

Thank you for taking the time to share your observations and feedback on the newly added investment dashboard in Quicken.

I am also seeing this behavior and have opened a ticket with Development asking them to review this behavior and provided the suggested solution of having the full security name listed in the pop-up window that appears when hovering over a security name.

Once a solution has been created, it will be included in a future product release.

I hope this information is helpful, but please let us know if there are further questions/concerns that we may assist with.

Thank you again,

Sarah

(CTP-866)

studpup

That happens a lot, even at higher resolution, you still have limits on how much you can see. Sometimes the fields can be resized, the investing dashboard appears you can't. My solution was to Edit Security Details and add the ticker to the front of all my securities:
"VTI-Vanguard Total Stock Market Index Fund ETF Shares"
"VT-Vanguard Total World Stock Index Fund ETF Shares"
Makes keying in new transactions much faster too. 

Jim_Harman

Thanks, @Studpup, I may be reduced to that. 

This does feel like going back to the days of 8-character file names, though.

studpup

Also, when I close account or no longer watch a security, I rename it to start with a tilde, so it wont appear when I'm typing and if I choose from the list, those accounts will be on the bottom. Often quicken mistakenly suggests hidden/closed accounts when keying in transactions.

Yes, all my files the first few letters are unique so I can type those and TAB to complete the command. Long live CMD.COM 

Quicken Sarah

Hello All,

Thank you for taking the time to share your observations and feedback on the newly added investment dashboard in Quicken.

I am also seeing this behavior and have opened a ticket with Development asking them to review this behavior and provided the suggested solution of having the full security name listed in the pop-up window that appears when hovering over a security name.

Once a solution has been created, it will be included in a future product release.

I hope this information is helpful, but please let us know if there are further questions/concerns that we may assist with.

Thank you again,

Sarah

(CTP-866)