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

Steven

Quicken Kristina Quicken Windows SubscriptionMar 14, 2026

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

No, it's not. At least not in R68.31 build 27.1.68.31.

Not Classified	90.85

Makes it worthless.

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Comments

Jim_Harman

@Steven My X-Ray does not show a high percentage of the portfolio as Not Classified, but I found that I must re-select All Accounts and All Securities and click the Refresh X-Ray button to get the allocation to be listed correctly.

In the past I have also had to update the quotes for some reason.

The AI analysis is still incorrect - I have a broadly diversified portfolio, but it always says my portfolio is conservative, has very low exposure to foreign stocks, and a lot of exposure to small cap stocks, none of which are true. In the Stock Sectors graph, the Portfolio dot is all the way at the top and the AI analysis says I have low exposure to Cyclical stocks, also untrue.

So for me the allocation looks correct if I re-select the accounts and securities, but the other analysis is all wrong.

NotACPA

I hold a high percentage of Fidelity equity mutual funds with less than 20% is direct stock holdings and less than 1% in debt holdings.

But some of those funds hold a bit of debt and they all hold cash, needed for normal liquidity.

SO, the numbers on the Portfolio X-ray look reasonable to me.

I agree with @Jim_Harman's comment about the AI Analysis being incorrect. My holdings are heavily growth oriented, but the AI calls it "Conservative", perhaps that's because of my holdings in both funds and stocks that are financial companies.

M$D2

My X-Ray shows almost 90% unclassified this morning. The portfolio consists of about a dozen ETFs. R68.31

Edit: Selecting only Vanguard funds results in 96% Unclassified. The remainder is Cash.

marcaronson408

I'm on R68.31, Windows, and portfolio X-ray is wildly off. It shows 52% "unclassified". A simple asset allocation shows nothing unclassified.

but I found that I must re-select All Accounts and All Securities and click the Refresh X-Ray button to get the allocation to be listed correctly.
In the past I have also had to update the quotes for some reason.

I tried these steps — still no joy.

Suggestions?

Marc

Steven

I've done that. I've unselected, updated, reselected, updated and it's still completely broken/worthless at this point.

Fred Coale

Portfolio X-ray is definitely not processing ETF's correctly. Every ETF shows up as Not Classified. This is a problem that was corrected in an earlier release but is present again in R68.31, build 27.1.68.31. Reselecting accounts and/or securities, refreshing quotes, does not solve the problem.

marcaronson408

This is a problem that was corrected in an earlier release but is present again in R68.31, build 27.1.68.31

This explains why it looked reasonable before I did a refresh.

The main reason I upgraded from Deluxe to Premiere was for Portfolio X-Ray. My renewal is in July, 2027. Given the 6-month rule, it looks like my best bet is to downgrade in Jan so that the extra cost is converted into more time on the subscription.

Thanks!

Marc

recursor1

Thanks for tagging me, @Steven. Yeah, the issue started up again for me too with the latest update. Stock Intersection is once again useless as it is not detecting data about the ETFS I hold. 64.19% of my holdings are labeled Not Classified.

Portfolio X-Ray has never worked completely. But this part they need to get right otherwise it is completely useless.

Quicken Kristina

Hello @Steven, @M$D2, @marcaronson408, @Fred Coale, & @recursor1,

Thank you for letting us know you're seeing this issue. To clarify, did this start in version R68.31? Is this happening only with ETFs? Which specific ETFs are you seeing this with? What other securities, if any, are impacted?

To help our teams investigate this, please navigate to Help>Report a Problem and send a problem report with log files attached.

Please post to this discussion to let me know once the problem report is sent.

Thank you!

Jim_Harman

Report sent.

I am running R68.31 and I also now see a significant percentage of my portfolio listed as Not Classified in the Portfolio X-Ray.

All the Vanguard ETFs I hold are now showing as 100% Not Classified. Affected ETFs are VUG, VTI, and VCEB. My other publicly traded holdings all appear to show the correct allocations.

I did not see incorrect allocations as of Aug 2. I installed R68.31 on July 25 so this issue is not related to the Quicken version.

I have a Morningstar subscription and the X-ray allocations are correct there.

X-Ray in Quicken with VUG, VTI, and VCEB selected

Quicken Kristina

Hello @Jim_Harman,

Thank you for letting me know you're also seeing this issue, for sharing the specific ETFs you're seeing this happen with, and for sending the problem report with log files and a screenshot of the issue! It will help our teams investigate it.

Thank you!

(CTP-18131)

Fred Coale

I've done some testing, and here's what I found:

Added two new ETF securities (VOO and SYP), then added some of each to an account, and both ETF's were classified correctly.
Then added some shares of an existing ETF (VYM) which had been showing as Unclassified:
- That last ETF went into the Unclassified bucket.
- The other ETF's (VOO and SPY), which had been correct, were also now in the Unclassified bucket.

Quite inconsistent. Seems to be an issue with the persistence of ETF classification data, but not sure why it would "come and go" as it did.

Anyway, mutual funds work fine, ETF's… not so much.

miklk

Same issue with unclassified ETFs BUG returned.

Logs sent

Quicken Laura

Hi @Fred Coale & @miklk,

Thank you for sharing your findings and submitting your log files. I’ll add this information to the open case for further review.

Thank you again for your help!

(CTP-18131)

mrzookie

I'm still on 67.10 and I'm seeing this issue as well.