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Where are the Morningstar elements in 64.30?

MMinderbinder

I am on the most recent version and the Morningstar elements of star rating and ranks are gone. These were critical features for evaluating performance for investments. Is this a new setting that you have to toggle? This has been reliable in the past…not sure which version removed it but 64.30 does not have it.

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Jim_Harman

I agree there is some missing information in the Portfolio views, but I am not sure if any of this is new.

In the built-in "Mutual Fund" Portfolio view, I see the star ratings for publicly traded mutual funds whose quotes are downloaded but not for any other securities. Also, if they are included in the view, the columns that begin with "Fund" are populated for mutual funds.

For a quote to be downloaded from Quicken's quote provider, the security must have a valid ticker symbol, and in the Security List the Download Quotes box must be checked. Also you must currently hold the security or the Watch List box must be checked.

In the Fundamentals Portfolio view, the Industry/Category field is populated when quotes are downloaded as above, but not for ETFs. The other fundamental characteristics are only populated for individual stocks.

Does this match what you are seeing?

jimkaloyanides1

I have the same problem there is no MorningStar information and Portfolio Xray does not work

MMinderbinder

I am not seeing any mutual fund Morningstar ratings or rankings for any funds, ETF or publicly traded mutual funds. In the past it would show for any fund Morningstar rated.

Jim_Harman

@MMinderbinder @jimkaloyanides1

What Edition of Quicken (Deluxe, Premier, etc.) are you running?

The X-Ray is only available for Premier and up. Perhaps there has been a change so no Morningstar info is available unless you have Premier or higher.

NotACPA

https://community.quicken.com/discussion/comment/20514353#Comment_20514353

Which specific Q product are you running, and what RELEASE of that product. Those features are only available in Q Premier and above.