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Portfolio X-Ray

Skylar

Hi! Running Windows 11. Quicken Classic Premier. Starting a new thread on this since the thread where I mentioned this has been closed (without this component being resolved). Pretty confident others are experiencing similar issues, as they also commented in the previous thread. Since R64.19 update: X-Ray Interpreter works in that is displays the information BUT it no longer offers suggestions or comments about the type of portfolio (i.e., CORE) or whether there is heavy concentration in a particular region or info regarding risk level of the portfolio, etc. Prior to this update, it was working fine and it provided this additional insight. Would like to see this resolved so that this feature is as robust as it used to be. Thanks -Skylar.

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Comments

Quicken Anja

Hello @Skylar,

Thanks for sharing the details! The issue you’re experiencing with Portfolio X-Ray aligns with CTP-14535. This ticket is still open and actively being worked on by our teams, though at this time, there isn’t an ETA for a fix.

You’re welcome to check in anytime and ask any of us community moderators for a status update, since we have access to view the ticket.

We appreciate your patience while the investigation continues!