Portfolio X-Ray appears to be incorrect

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pegunnels
pegunnels Member ✭✭
edited March 2023 in Investing (Windows)
When I run portfolio X-ray and review the stock intersection, I get a substantial concentration (17 %) in an obscure stock TCBP. When I review the mutual funds I have a larger position in, I find no trace of TCBP - but a lot of Microsoft, Apple, etc. I have to question the accuracy of the X-ray. What gives?

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
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    One of the things I've noticed wrt Portfolio X-ray is that it does not automatically update the accounts and securities that are accounted for.  What I do to resolve this is each time I refresh it is to review and select the accounts that I want included and, more importantly, I make sure to select all of the securities.  Then I refresh it and everything seems to align correctly.

    Quicken Classic Premier (US) Subscription: R55.26 on Windows 11

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