X-ray View of Investment Portfolio for Q Mac

bd1223
bd1223 Quicken Mac Subscription Member ✭✭
edited October 2023 in Investments
I've seen references to an X-ray view (from Morningstar) mentioned with respect to Q-Win. Is this capability planned to be implemented on Q-Mac? This would be a great addition.
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  • BryanJ3
    BryanJ3 Quicken Mac Subscription Member ✭✭
    edited November 2023

    It would be great to have Morningstar's Portfolio X-Ray capability implemented on the Mac software, similar to the capability of the Window's counterpart.

    I've also noticed that over half of my etf's are not accurately classified under the portfolio allocation tool, resulting in 50% of my portfolio showing as either "Cash" or "Unclassified". I see that I can manually alter the allocation for "Unclassified" however doing so wont allow it to update as asset prices fluctuate. It'd be great to have more ETF's accurate allocations updated.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @BryanJ3,

    Your idea has been merged into this already active Idea thread regarding the same request.

    Thank you!

    -Quicken Jasmine

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  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @BryanJ3 Be sure to add your vote for the Idea at the top of the page, by clicking the little arrow under the vote counter in the yellow box.

    Other Mac users will also need to add more votes for this year-old feature request to have it advanced for consideration by the developers.

    Quicken Mac Subscription • Quicken user since 1993

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