What do I have to do to get Portfolio X-ray to work?
Windows Quicken Premier current version user.
Portfolio X-ray says
No Portfolio X-Ray data to display - At least one account with exchange traded securities needs to be selected to view the portfolio X-ray
Do I have to synch my investment files to the interwebs to get Portfolio X-ray to work? I do not Synch to Quicken Cloud, or update my portfolio to Investing.Quicken.com. My accounts are with normal everyday investing companies.
Best Answers
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Your securities must have valid ticker symbols.
At the top of the X-Ray window, start by selecting All accounts and All securities. Click on Refresh X-Ray. Sometimes it takes a couple of tries to get the settings to take effect.
QWin Premier subscription0 -
I select Refresh and then I have to select All Accounts again. Then the info loads. Kinda sad you have to do that but it works.
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Answers
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Your securities must have valid ticker symbols.
At the top of the X-Ray window, start by selecting All accounts and All securities. Click on Refresh X-Ray. Sometimes it takes a couple of tries to get the settings to take effect.
QWin Premier subscription0 -
OR you might start with one specific account you are very confident should show and perhaps one specific security and get that to work, then build from there.
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I select Refresh and then I have to select All Accounts again. Then the info loads. Kinda sad you have to do that but it works.
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All, thank you for the responses. All securities are valid tickers. Either stocks or mutual funds.
those that have answered, do you synch with online quicken or investing.quicken.com?0 -
All Accounts, All securities, refresh, wait a day, refresh, x-ray works for individual accounts. Sad, but operational. Thanks all.
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So you get it to work with each account individually?
But working with all accounts still fails?
I’d then either
- Start from all accounts and selectively drop one at a time, or
- Start with one account and selectively add one at a time.
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thanks q_lurker I meant that the refresh x-ray all securities and all accounts, wait a day, refresh again, and then all accounts came up in x-Ray Problem solved
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