Re: Portfolio XRAY - A significant number of securities are showing as "unclassified."

bw2
bw2 Quicken Windows Subscription Member ✭✭✭
edited December 2023 in Investing (Windows)

How do you edit the security in Quicken so it properly reflects the sectors, as defined in the Portfolio XRAY. For example, Symbol PNC in Quicken is shown as "Large Cap Stock." In Portfolio XRAY, it should be included int he sector Financial Services, however it is grouped with a lot of other Quicken securities as 'Unclassified." Is it possible to edit the Security Sector in Quicken so the stocks show up in the XRAY tool in the appropriate sector?

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

    If I select just PNC in the X-Ray, it shows as US stocks, North America, Financial Services, Large Cap Value.

    Is it working OK for you now? Sometimes it takes a couple of tries to get the X-Ray settings to take effect. Scroll all the way to the bottom of the X-Ray display and make sure the securities you have selected are listed there.

    QWin Premier subscription
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