Completely incorrect numbers on Portfolio Performance view

Jim_Harman

The problem is that as it stands, when you add an ETF, Quicken assigns it the Security Type of Stock by default. Stocks are limited to one Asset Class but ETFs, like mutual funds, often hold a mixture.

You can change the default security type, but it would be nice if Quicken recognized ETFs when you set them up and either gave them their own security Type or defined them add mutual funds.