Remove "Show Allocation Guide" and "Rebalance portfolio"
When the new rebalancing was just put in, and has problems, it has gotten me thinking about this feature.
Between the fact that this hasn't been maintained (and probably can't because of the fact that the suggestions are based on "advisors" that no longer exist), and the fact that once the ability to add your own assets classes which are supporting in parts, but not in others, I wonder if the whole "Show Allocation Guide" and the "Rebalance portfolio" should just be removed.
Most of what is on "Show Allocation Guide" is just plain not functional, and I don't see it getting "functional" anytime soon.
In the case of "Rebalance portfolio" I wonder if there is a much easier approach.
The graph under "Asset Allocation" is actually the same thing as what is under "Rebalance portfolio" without the "long winded/pretty obvious" statements that rebalancing is selling/buying the "MORE" or "LESS", and the fact that the graph under "Asset Allocation" doesn't have the "MORE"/"LESS".
It seems to me they could just put the "MORE"/"LESS" on the top graph and get rid of both "Show Allocation Guide" and "Rebalance Portfolio".
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I assume this was meant to be a Quicken Windows idea rather than Mac?
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Oops, I'm sorry, somehow, I must have selected Quicken Mac and not Quicken Windows. Yes, this is about Quicken Windows.
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-Quicken Anja
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For me the only useful information on the Rebalance Portfolio page is in the table that includes the Current Value and Adjustment to Reach Target amounts.
The Actual and Target pie charts would be much more useful if the slices were in the same order on each chart and included a legend for the colors when printed. The Expected Risk and Expected Return are pretty much meaningless when there are custom asset classes.
BUT it is very useful to have the rebalancing information on a single printable page. I would not want to give that up. If the Rebalance Portfolio page is eliminated, please be sure to fix the print format of the the main Allocations page (File > Print Allocations) so that it includes the Current Value and Adjustment amounts, the pie charts have the slices in the same order, and there is a legend that shows what color goes with each slice, as in the on-screen version.
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Why was it broken on the update a few weeks ago?
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Why was it broken on the update a few weeks ago?
That's a good question. I think we can assume it was unintentional. User-definable asset classes were introduced several years ago but the Rebalance Portfolio page was never updated to accommodate them. This was supposed to be addressed in R61.16 but the fix does not work properly. As discussed elsewhere, somehow Quicken made a change that breaks the the Rebalance Portfolio page even for users who have not accepted the R61.16 or 17 update.
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