R 64.19 Morningstar X-Ray

Bob_L

As I recall there used to be selectable options for "Benchmark Type" on the X-Ray Interpreter. I am not seeing that in R64.19. Have benchmark choices been eliminated? If so what is the benchmark that is being used?

EDIT: It looks like you also need to be on the early access version of reports to be able to move around investing columns on the Portfolio Value report

Quicken Jasmine

Hello @Bob_L,

Thanks for bringing this up! I’d like to confirm a few details so we can give you the most accurate information:

• When you run the X-Ray Interpreter in R64.19, are you accessing it from Investing > Tools > Morningstar X-Ray or from a saved report?
• Do you recall which benchmark types were previously available for you (e.g., S&P 500, Russell, Custom Index)?
• Are you currently enrolled in the Early Access program for reports, or are you running the standard release?
• If you open the Portfolio Value report, are you able to move the investing columns after switching to Early Access, or are you still running into limitations?

Let me know!