Certain stocks do not register in a portfolio after entering them in the transation list.

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jamesthorsen
jamesthorsen Member
edited December 2023 in Investing (Windows)

Using Quicken for Windows Version R52.33, Build 27.1.52.33. In entering a new account using the Add Stocks option, certain stocks show up in the Transaction History, but in the Portfolio view (Control U) they don't show up, so the Market Value is different in the Portfolio (on the right side of the page) from the value listed under the Account listing on the left side of the page.

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  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
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    Please verify that the missing securities/accounts are in fact included in the portfolio view(see customize button at top of view)

    Quicken Business & Personal Subscription, Windows 11 Home

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited November 2023
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    Normally newly added securities are included in the Portfolio views, but if Watch List is not checked when the security is added, the security must be added to the Portfolio view umanually.

    QWin Premier subscription
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