Historical Investment Returns and Ratings Not Updating
Unknown
Member
Using Quicken 2017 Premier. Over the past week when I perform a Portfolio One Step Update, the historical performance data (YTD, 1, 3, 5 Year) and Lipper numerical ratings are not updating.
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Comments
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Have you tried updating quotes and/or updating historical prices?
Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list0 -
Thanks for the suggestion mshiggins, but still no updated information. Maybe Quicken forgot to pay a bill on their end?
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Since any particular portfolio view (Show: ____) can be user-customized and since I am not off-the-top aware of any Lipper numerical ratings available in Quicken, please be more specific about which column heading are now turning up blank or 0, or otherwise "not updating". (Note I have already assumed you were talking about some portfolio view (Ctrl-U) presentation.0
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Mine shows just fine:

Not sure where you're looking for any Lipper ratings.0 -
The performance and rating statistics updated this morning when I performed a "One Step Update". q.lurker, I was referring to the "Fund Category Rank" data. Thanks all!0
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