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New Portfolio Value report in R47.7 windows 10 does not sort all securities correctly.

vikingsail

Just downloaded new windows 10 version of quicken premier R 47.7 B 27.1.47.7 and the new version of the portfolio value report is not sorting all the securities correctly when sorting by the security name. It sorts approx 2/3 correctly and then tacks on a second sorted group that belongs mixed in with the first group. Does the same thing when sorted by symbol.

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Comments

Rocket J Squirrel

I see securities whose names start with lowercase letters sorting after those which start with uppercase letters.

I'm not seeing a sort issue with symbols, which are all uppercase in my portfolio.

vikingsail

Yep that's the problem, the lowercase issue is also affecting the symbol sort as well. Uppercase vs lowercase was not an issue with the old report for the sort on Security name.