Portfolio view no longer working

Question

On Windows 11, what once worked brilliantly, no longer works. When pressing either the "Investing/Go To Investing/Portfolio" menu bar item or the "Go To Investing/ Portfolio" icon (between "Write and Print Cheques" and "Address Book" icons) nothing happens and I can no longer view my portfolio.

If I click on Investing "Allocations" or "Dashboard", those work fine. It's just the portfolio view where nothing happens.

I already validated my data file, and redownloaded and installed the product again, but nothing. Is there a fix?

Frank Talarico · Answer

Thanks again UKR,

I downloaded and installed the patch file (the result of the install was successful).

I gave my system plenty of time (~30 min) to get its affairs in order, and restarted Quicken. I then ran both Validate & Supervalidate on my data file. There were about 8 items that Quicken repaired transaction info. Each repair line ended with "No action required." This was followed by 16 more items, stating "The following transaction(s) were linked to account(s) that are no longer in Quicken.  Quicken has changed them to indicate that the account was deleted. Please check them and set the category or destination account correctly. Make sure that this does not duplicate transactions. These were very old (~ 1997-1998) and I no longer need that info, so I'm not going to hunt them down and deal with them.

After all the above actions were performed, the Investing/Portfolio icon or menu item still does not bring up my portfolio listing. I appreciate your assistance, but I'm at a loss now, and don't want to rebuild 30+ years worth of data, nor do I have many of those older records available anyway.

I just noticed something when attempting to open my portfolio: when hovering over the Investing/Portfolio icon, I see weird symbols in between "Investing" and "Portfolio" that I didn't notice before. Maybe this is an issue?

UKR · Answer

Thanks for your response. Let me fire another shot into the dark …

If you haven't done so already, please do the following actions:

• Even if you are on the latest software level already, download and install the latest Manual Patch file from https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product to ensure your Quicken software is up to date and correctly installed.

• Reboot Windows. Let Windows fully wake up and do whatever it wants to do after booting up … 15 minutes or so.

• Start Quicken. Do not run One Step Update.

• Run BOTH Validate and Supervalidate to attempt to repair your Quicken data file.

• If nothing helps, try to restore your Quicken data file from an Automatic or Manual backup taken just prior to the problems first occurring.

https://www.quicken.com/support/how-backup-or-restore-your-quicken-data

Validate and Supervalidate instructions

First save a backup file prior to performing these steps

Validate: 

• Click File

• Select Validate and Repair File...

• Select Validate File

• If the data file contains investment accounts also select "Rebuild investing lots".

• It's possible that a damaged Quotes Price History causes your problems. So, also select "Correct investing price history" functions "Delete" or "Repair and Rebuild".

• Click OK

• Review the Data Log. Anything interesting in there, worthwhile posting here?

• Close Quicken, leave it closed for about 30 secs

• Reopen Quicken and see if the issue persists.

Super Validate:

• Click File

• Press and hold both CTRL and Shift keys while you click Validate and Repair File...

• Select Supervalidate File

• Click OK

• Review the Data Log. Anything interesting in there, worthwhile posting here?

• Close Quicken, leave it closed for about 30 secs

• Reopen Quicken and see if the issue persists.

Frank Talarico · Answer

Thanks UKR,

As you can see, all the items you mentioned are enabled. Strange that it's only the "Portfolio" portion of Investing that doesn't work at all anymore. Of course, it's where I spend a lot of my time to get a nice concise picture of investments.