R64.23 Morningstar X-ray missing features

rattytom
rattytom Quicken Windows Subscription Member ✭✭✭
edited October 7 in Investing (Windows)

I just downloaded R64.23 for Q Premier Windows. The release notes claim to have "improved" the portfolio X-ray with new modern interface.

On the contrary, my xray interface looks the same but the following have changed for the worse —

  • Fixed income — no bond style grid shown (duration, interest rate sensitivity). Even if I customize the portfolio to include only bond funds/ETFs, it analyzes it as if it were a stock portfolio (cap size, value, growth, industry sectors etc)
  • Stocks analysis -
    • No longer identifies the benchmark (e.g. similar style portfolio or S&P 500) or allow choice between them
    • Does not identify an overall style for my portfolio (core, growth, small cap, undefined, etc)
    • Does not carry comments as before, such as certain sectors are over/underweight, or portfolio

I found all of those features very helpful on the previous Morningstar x-Ray in Premier, but now all of a sudden they are gone. Very disappointed.😓

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Comments

  • GW
    GW Member ✭✭
    edited September 6

    Agree, the weak support for fixed income portion of the portfolio is now approaching zero.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello All,

    Thank you for sharing your feedback! I recommend creating Idea posts to bring this feedback to the attention of our product and development teams. For information on creating an Idea post, please click here.

    Thank you!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • rattytom
    rattytom Quicken Windows Subscription Member ✭✭✭

    Kristina,

    Thank you, but I don't quite get the point of your suggestion to suggest a NEW feature — the fixed income style box WAS a feature of Morningstar x-Ray exactly 1 week ago, and prior. It is just that it has been REMOVED in R64.23 - obviously an error in implementation as the 64.23 release notes say x-Ray is "improved." (Unless "improved" is Quicken-speak for "degraded" !!)

    The path you suggest, creating an "Idea" post would likely take a long time for it to gather the requisite number of upvotes etc. to ever se the light of day. Someone at Quicken should prioritize this as a fix for a deficient new release.

    I wonder if there is any way that I can revert to the previous version of Quicken (Premier) for Windows … to get the old feature back? I would not have accepted this new release if I had known it involved degrading the x-ray feature.

    Tom

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    If you wish to revert to a previous version of Quicken for Windows, you can do so. First, backup your Quicken file. Then, you can use the article linked below to download the patch and for instructions on installing it:

    https://www.quicken.com/support/reinstalling-and-patching-your-quicken-subscription-version-after-your-membership-has/#section-windows-3

    I hope this helps!

    Quicken Kristina

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  • rattytom
    rattytom Quicken Windows Subscription Member ✭✭✭
    edited September 6

    Kristina, I have created the new idea posts you suggested - here are the URLs - but I don't know how to post a link for other to follow & hopefully upvote these ideas. Perhaps someone can edit.

    https://community.quicken.com/discussion/7965765/return-fixed-income-style-box-to-portfolio-x-ray

    https://community.quicken.com/discussion/7965767/return-benchmark-info-choice-to-portfolio-x-ray

    [Edit - Enabled Links]

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for sharing the links!

    I enabled the links in your post to make it easier for others to find those ideas.

    Thank you!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • rattytom
    rattytom Quicken Windows Subscription Member ✭✭✭

    After reverting my Quicken Classic for Windows to R64.19, 😀the two X-Ray features missing from R64.23 are back - both the fixed income style box, and the ID/selection of portfolio benchmark.

    I followed these instructions provided by @Quicken Kristina -

    https://www.quicken.com/support/reinstalling-and-patching-your-quicken-subscription-version-after-your-membership-has/#section-windows-3

    starting at step 4 (ignoring 1-3 about expired membership), and selecting R64.19 as the patch to download.

    Thank you @Quicken Kristina for sending that helpful tip!

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for the follow-up,

    I'm glad to hear that reverting to a previous version restored the functionality you needed.

    If you need further assistance, please feel free to reach out!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • Fred Coale
    Fred Coale Member ✭✭✭
    edited September 7

    Reverting back to R64.19 didn't work for me. But going back one more, to R63.21, did get me back to pre-"improved" version of Morningstar X-Ray. The "improved" version removed a great deal of functionality that users need. Thanks for posting these instructions.

This discussion has been closed.

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