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Investment Portfolio Value Report always shows closed lots?

nettiek1112

I must be missing something BUT today I ran an Investment Portfolio Value report as I usually do BUT instead of my expected current holdings that always showed, it now shows a very long list of securities that I no longer own.

Something changed somewhere as I want the Investment Portfolio Value to show what is owned NOW only. I can't find a setting anywhere (except in Portfolio view where I have show closed lots off)

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Comments

[Deleted User]

@nettiek1112 for the securities you no longer own, do they show any type of balance other than zero?

Joe_Sykes

Another well known issue and several threads describing the problem including:

https://community.quicken.com/discussion/7945696/really-bad-portfolio-value-reports-anyone-else

Hopefully this gets fixed soon.

miklk

Deleted

nettiek1112

Seems like a serious bug. I will follow this and the older thread above I hadn't seen before.

Thanks