Losing YTD Return Data on the Investing (Portfolio) Screen

plastic/fantastic
plastic/fantastic Quicken Windows Subscription Member ✭✭
edited July 2023 in Investing (Windows)
Just noticed this today. Release R50.5 installed Windows 11. Anyone else? Solutions?

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Please explain the issue in detail.

    Is there a Portfolio vote column that is no longer displayed? What is the exact name out the column?

    Is this an Investment that has lost money YTD?

    QWin Premier subscription
  • plastic/fantastic
    plastic/fantastic Quicken Windows Subscription Member ✭✭
    No. There are approx 10 mutual funds listed that I have owned for well over a year. One of the optional columns listed is return (ytd %). Only one investment still shows any ytd data. Ironically they all still show amount returned (YTD).
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Aha. The Return (%) XXX data comes from Quicken's quote provider, not calculated based on your holdings.

    You would have to report this missing data to Quicken Support via phone or chat and ask them to correct the problem.

    QWin Premier subscription
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