Portfolio X-Ray not recognizing ETF stock funds

Quicken Kristina

Thank you for your reply,

https://community.quicken.com/discussion/comment/20538259#Comment_20538259

I forwarded that information to our teams.

Thank you!

Quicken Kristina

Hello @Jim_Harman,

Our teams recommended updating your quotes for the whole portfolio first, then retrying.

If the issue persists, please log out of Quicken and then log back in. To do that:

1. Click on the Edit Menu and select Preferences.
2. In the left panel, select Quicken ID & Cloud Accounts.
3. Click Sign in as a different user.
4. Type "yes" as prompted and click Sign Out.
5. Close Quicken and reopen it. 
6. Sign back in with your Quicken ID.

Please let me know how it goes!

Fred Coale

@Quicken Kristina

Your suggestion worked for me: Selected All Accounts and All Securities and then Refresh, and all ETF's are correctly classified. Confirmed that it also works now when selecting a single account.

Thanks for your help.

Quicken Kristina

Thank you for the follow-up,

https://community.quicken.com/discussion/comment/20538382#Comment_20538382

I'm glad to hear it's now working.

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

Jim_Harman

@Quicken Kristina

Thanks for those recommendations. I am working with a test file and the quotes were out of date.

I updated the quotes then selected one account then all accounts and now there is no longer a Not Classified slice.

The AI analysis is still wrong however.

Quicken Kristina

Thank you for your reply,

https://community.quicken.com/discussion/comment/20538388#Comment_20538388

I'm glad to hear that resolved the issue in the test file.

The issue with the AI analysis has been reported in a new ticket, CBT-1038.

Thank you!