Bonds are not appearing on Portfolio X-Ray

vladinator
vladinator Quicken Windows Subscription Member
edited April 6 in Investing (Windows)

On the Portfolio X-Ray tab, it shows that I have no bonds, even though I have classified the bonds correctly. These are individual municipal bonds. Why doesn't this work?

Missing bonds in Quicken Portfolio X-Ray.png

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Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited March 5 Answer ✓

    The X-Ray only includes securities that are included in Morningstar's database.

    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited March 5 Answer ✓

    The X-Ray only includes securities that are included in Morningstar's database.

    QWin Premier subscription
  • QuickUserPSP
    QuickUserPSP Member, Windows Beta Beta

    @vladinator _ when you first open the X-Ray tab sometimes it doesn't show all accounts, even though "all accounts" is selected. To ensure all accounts are actually selected, click on the Accounts dropdown list and reselect "All accounts". You may need to select another item and then go back and select "All accounts" to do this.

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