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Portfolio X-Ray never finishes a update

Greg Lampe

For quite awhile now Portfolio X-Ray hasn't worked for me. It happened after one of the last updates to the feature. When I click on Portfolio X-Ray I get a screen which has the title line with accounts, date of last update and the Generate AI selection. But the rest if the window is blank. My mouse cursor start blinking showing activity but never stops. From then on even when I am in other browser tabs the cursor keeps blinking. I close every other program down except Quicken the the blinking continues.

I have just been ignoring this bug but would like to use the feature for some rebalancing.

Any way to reset the feature?

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Comments

NotACPA

I just now checked, and I'm not seeing the same.

SO, a bit more info needed to help you.

What Q product are you running, what RELEASE of that product and what's your "Subscription Valid Until" date?That info is available at HELP, About Quicken.

Are you having any problems with downloads from your banks/cards/brokerages?

Other than described in your original post, have you taken any other action re: this issue?

Greg Lampe

I thought that info automatically was included in my post.

I also have been using since the DOS days

[Edited-Personal Information Removed]

Greg Lampe

No problems anywhere else. I haven't done anything else on this issue because I am conditioned to wait for Quicken to fix features. The SQA has gotten much better over the last few years.

NotACPA

@Greg Lampe have you tried taking a backup and then Validating your file? And, if that doesn't help, SuperValidating?

Greg Lampe

Yes to validate file. Don't know what super validate is.

[Wed May 13 16:09:49 2026]

File: "C:\Users\Greg\Documents\Quicken\Greg 071825-EWC"

QDF:
Validating your data.
No errors.

QEL:
No read errors.

QEL:
All internal consistency checks passed.

[Wed May 13 16:21:15 2026]
Quicken has found 3 stock split(s) for account "401K Rollover Greg", security "Washington Federal Savings", on 2/2/2005 that might be missing.
Quicken has found 3 stock split(s) for account "401K Rollover Greg", security "Washington Federal Savings", on 2/4/2004 that might be missing.
Quicken has found 3 stock split(s) for account "401K Rollover Greg", security "Washington Federal Savings", on 2/5/2003 that might be missing.
Corrected scheduled transaction: USAA
1 scheduled transactions corrected
Maximum security reference: 828, number of securities: 828.
Analyzing securities.
All security references are within the normal range.

Validation has completed.

NotACPA

Strangely enough, one thing that might help is changing your file name to adhere that old programs, like Q, prefer … up to 8 characters with no spaces or special characters followed by .QDF

It's not at all unusual for Q to choke on file names that aren't "8.3" format.

Jim_Harman

I have not had file name related problems with the X-Ray, but sometimes re-selecting the securities and accounts, even if you have selected All for both, gets it working again.

Also for some reason, I also had to go to the top right of the X-Ray page, click on the arrow next to Update and select Quotes.

Please let us know if one of those fixes it for you.

NotACPA

@Jim_Harman Good idea. I don't really use the Xray, since I have an advisor that tells me what actions to take.

And, I was kinda grasping at straws, since Q is known to sometimes act strangely with non-8.3 names.