Portfolio X-Ray not recognizing ETF stock funds

RMMNN

Hello,

I am also affected by this - as I have a lot of ETF holdings, a large percentage of my portfolio is listed as "unclassified", making the feature worthless. I'd like to stay updated on this as well. This was working for me in December and stopped working in January. I reported the issue in the software and sent the log files.

Thank you!

dstdds

I have also been experiencing this error during the same time frame. Just a bit of feedback on a change that I saw yesterday. It actually got worse. A larger share of my securities are now unclassified. So yay for progress. Any updates?

brau98

I have the same problem. Porfolio X-Ray used to work fine. Now only shows actual stocks. All ETFs owned show "not classified". Makes the tool useless.

ralph8947

Trying to use Quicken to track my investments. In portfolio X-Ray a large chunk of investments show as unclassified. Upon investigating briefly it seems that Quicken is showing the holdings in the Vanguard funds as unclassifed even though most of them should show up as large cap, mid cap etcetera.

How can I get portfolio x-ray to work better?

Quicken Kristina

Hello @ralph8947,

Thank you for letting us know you're also encountering this issue. I merged your post with the ongoing discussion.

This is a known issue that our teams are working to resolve. To receive notifications of any updates, once available, and know when the issue is resolved, please bookmark the Community Alert linked below:

https://community.quicken.com/discussion/7970783/new-2-3-26-qwin-portfolio-x-ray-incorrectly-showing-some-holdings-as-039-not-classified-039

Thank you!

(Ticket#:12211979/CTP:15977)