Investment Views Not Working For Separate Accounts

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Tony Fong
Tony Fong Member ✭✭✭
edited April 30 in Investing (Windows)

Hi. My son has a couple of IRA accounts at Vanguard that I connect to with Quicken. They are Separate Accounts. I am trying to create Investing views from Customize Views for these Separate Accounts. I am clicking on Show Separate Accounts and selecting just these 2 accounts. Many of the views do not work. See attached screenshot.

image_2024-03-30_082755048.png

Allocation by Account, Allocation by Security, Portfolio Value Graph and Returns do not work. See screenshot for the errors I receive. Asset Allocation and Growth of $10,000 do work however which is strange. Does anyone have any suggestions? Thanks.

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