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Please allow user to edit/change auto-populated INDUSTRY classification of securities

gkading

Currently, the Industry classification of a security is auto-populated in Quicken - but unfortunately it is often blank (or unknown) or oddly assigned to some general industry, coming from Quicken database, apparently from Morningstar. For example, BP (major oil company) is 'unknown'; industry specific ETF's is assigned to Asset Mgt, even though it is an industry specific ETF. Total un-useful.

Would be very useful to allow user to edit to update and/or override the Quicken assigned Industry. As it exists now, the function is nearly worthless.

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Comments

Jim_Harman

You can use the user definable "Investing Goal" for this if you are not using that field for anything else.

gkading

I already use Investing Goal, so that is not available. Again, I would suggest that the Industry field be editable.

recursor1

Ahh I see this is similar to what I posted a day later. Sorry, you have my vote.

reister

If the data is coming from Morningstar (or some other provider), is there a mechanism to update their database? Not having this data lessens the value of the "Historic Performance" reports as many of my stock have no industry/category classification.

redcavern

This has been an issue for a very long time. Quicken folks: load the Morningstar categories if you can (although I notice that Yahoo Finance has categories for a stock when you don't - see BYDDY). But allow the user to add/edit/remove the category manually if they want. This shouldn't be so hard. Without having the proper Industry it makes some of your reports useless.