nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

When is the Mid-Cap Stocks asset class going to be included in the Rebalance Portfolio window?

Ellary Kahan

This bug has been here for a few years now. The Mid Cap Stocks asset class appears in the listing of asset classes under the Allocations tab and a percentage can be set for it. But when you click the Rebalance Portfolio button, the Mid Cap Stocks asset class is not included making all the rebalancing amounts wrong.

Find more posts tagged with

Comments

Jim_Harman

Mid Cap Stocks is not one of Quicken's standard asset classes - you apparently defined that as one of the custom asset classes.

Unfortunately Quicken never added the custom asset classes to the Portfolio Rebalancer, rendering it pretty much useless for anyone who uses custom asset classes.

Please make sure you have voted on this Idea post

https://community.quicken.com/discussion/7884803/include-custom-assets-when-rebalancing-portfolio

Ellary Kahan

Thanks, but I think it should be considered a bug. After all, why have custom asset classes if we can't use them to re-balance our portfolios.

Jim_Harman

This is primarily a user to user forum. Forum Moderators sometimes review issues discussed here and refer them to Development, but if you want Quicken to work on a problem, I recommend you contact Support via phone. Be sure the support agent understands the problem and gives you a ticket number for future reference.

You should also use the Help > Report a Problem menu in Quicken to submit the issue online. In your submission, be as clear and thorough as possible. Reference the ticket number and provide a link to this discussion. Provide step by step instructions to reproduce the problem. You will not get a response to an electronic submission, but they say they review and prioritize the submissions.

Updates on problems that Quicken has acknowledged are posted at the link below.

Quicken never says when a problem is expected to be resolved.

https://community.quicken.com/categories/alerts