Why isn't the issue with Portfolio Xray Not Getting More Attention?

recursor1
recursor1 Quicken Windows Subscription Member ✭✭✭
edited 1:42PM in Investing (Windows)

One of the cooler features of Quicken Premier is the Stock Intersection view. But now VTI, a very commonly held ETF, is marked as unclassified in Portfolio X-Ray. This means securities in the ETF aren't included in stock intersection, giving an inaccurate representation of what proportion of stocks you hold in your portfolio.

From what I've read, beyond Portfolio X-Ray and a few other bells and whistles, there is little difference between Quicken Premier and Deluxe. So next time I buy a renewal, I may as well switch to Quicken Deluxe if this isn't getting resolved.

So why does it seem to be getting such a low priority?

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Q can't fix this. It's a Morningstar issue … you're barking up the wrong tree.

    And, we're other users, so your threat to downgrade products is falling on deaf ears.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • recursor1
    recursor1 Quicken Windows Subscription Member ✭✭✭

    This actually has been resolved. After the latest refresh, it worked. Funny, I finally say something, and I discover it's resolved 20 mins later.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @recursor1,

    Thank you for sharing your experience! I'm glad to hear the issue is resolved now.

    The issue you described was a known issue and was fixed in update R66.18.

    Thank you!

    Quicken Kristina

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