After update from 8.x to 9.0.3 for Mac, Schwab S&P 500 Index fundPortfolio history graph is wrong

karch15

on Aug 2025, Schwab S&P 500 Index fund had a 6 for 1 split. After the upgrade to 9.0.3, all of my portfolios which contain this fund, show inaccurate graphs - off by 77%. Note that the current values are correct, but historical values before Aug 15 (split date) are off significantly.

Quicken Carlos

Hi @karch15,

Thanks for reaching out to the Quicken Community.

It’s a good sign that the values are correct. Before proceeding with any troubleshooting steps, I recommend creating a backup file.

After creating the backup, if you haven’t done so already, I suggest rebuilding the price history.

To rebuild price history:

1. Choose Window > Securities.
2. Double-click the security.
3. Click Price History Tab > Rebuild History.
4. Choose your rebuild options:
   • Preserve manually entered or edited quotes – Keeps any prices you entered manually.
   • Preserve quotes that cannot be replaced with download values – Retains older prices or entries from unsupported dates.
5. Click Rebuild.

You can leave both options selected to preserve most existing data. Alternatively, you may deselect both options to fully replace the security’s price history.

Let me know how it goes. I look forward to your reply.