What do I have to do to get Portfolio X-ray to work?

Bradley Roseberry
Bradley Roseberry Member ✭✭✭
edited October 2023 in Investing (Windows)

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

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    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 subscription
  • jfclague
    jfclague Member ✭✭✭✭
    Answer ✓

    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.

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    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 subscription
  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    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.

  • jfclague
    jfclague Member ✭✭✭✭
    Answer ✓

    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.

  • Bradley Roseberry
    Bradley Roseberry Member ✭✭✭

    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?

  • Bradley Roseberry
    Bradley Roseberry Member ✭✭✭

    All Accounts, All securities, refresh, wait a day, refresh, x-ray works for individual accounts. Sad, but operational. Thanks all.

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    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.

  • Bradley Roseberry
    Bradley Roseberry Member ✭✭✭

    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

    https://community.quicken.com/discussion/comment/20387758#Comment_20387758

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