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

gkading
gkading Quicken Windows Subscription Member ✭✭✭
edited September 2025 in Investments

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
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

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

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  • gkading
    gkading Quicken Windows Subscription Member ✭✭✭

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

  • recursor1
    recursor1 Quicken Windows Subscription Member ✭✭✭

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

  • reister
    reister Quicken Windows Subscription Member ✭✭

    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.

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