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Top Movers? R27.20 (QWin Subscription)

I've upgraded to R27.20 (QWin Subscription), and the release notes state:
New: Added an Investing dashboard that includes a new Top Movers panel. The dashboard is aimed at reducing the complexity of the Investing view to make it easier to quickly assess the status of your investments.
I can't find where this new Top Movers panel is or how to display it. My current Investing Dashboard has 3 panels: Total Value, Portfolio by Security, and Value over Time.
Can anyone point me in the right direction? Thanks.
New: Added an Investing dashboard that includes a new Top Movers panel. The dashboard is aimed at reducing the complexity of the Investing view to make it easier to quickly assess the status of your investments.
I can't find where this new Top Movers panel is or how to display it. My current Investing Dashboard has 3 panels: Total Value, Portfolio by Security, and Value over Time.
Can anyone point me in the right direction? Thanks.
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Best Answer
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PhoenixRising Member ✭✭
Yes, I'm using Quicken Deluxe Windows 27.20.
This is what my screen looks like with Investing, Dashboard selected.
And my question is...if Deluxe isn't supposed to get this feature, then why does it appear as a selection in my version?5
This discussion has been closed.
Answers
-also older versions as needed for testing
-Questions? Check out the Quicken Windows FAQ list
Sure, the Dashboard tab is there, but when I click on it all I get is the Accounts and Securities selection boxes ... and nothing else. No data. Doesn't matter what I select in the Accounts or Securities...all, some, custom. Nothing but blank data.
Is this supposed to work? If so, what's it supposed to look like? And am I missing data because I'm using the Deluxe version instead of the Premier version? And if so, then why do I even have the Dashboard "tab" under Investing if it's not available in my version?
Someone care to explain to me what I should be seeing and what version this is supposed to be working with.
But note, I only have an account pulldown, nothing for selecting the securities, it just selects all of my active securities.
as some of these new "investment" screens might only be part of Premiere..
If so - the Release Notes should be updated to reflect any "version specific" features.
If not - then it's just Q logistics -
...
I see that post by @PhoenixRising was merged into this thread, above.
This is what my screen looks like with Investing, Dashboard selected.
And my question is...if Deluxe isn't supposed to get this feature, then why does it appear as a selection in my version?
It's a bug, as Chris_QPW already said
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
Notice there isn't a Securities pulldown menu like is shown in @PhoenixRising 's screenshot?
Looks like the feature isn't completed, because I would certainty think people would want to filter by security.
> (Quote)
> It's a bug, as Chris_QPW already said
It's a bug...as in it's not supposed to be available in the Deluxe version.
Or it's a bug... and the feature isn't working as designed in Deluxe.
You haven't answered the question.
- "Shares" column headers does not sort properly.
- "Security", "Price" and "Value" column headers do appear to sort properly.
- The verdict on "Today $" and "Today %" column headers sorting is out until Monday since everything is 0% right now.
2) Value Over Time: The graph itself appears to be correct but when hovering the cursor of the graph bars it shows only the value of my biggest investment account instead of the total value of all my investment accounts.But my guess would be that the Deluxe version shouldn't have the tab at all. After all they are constantly looking to add features that will justify the price bump for going from Deluxe to Premier with the main focus being better investment reporting. This is right up that alley.
What are you seeing?
Note you can put in a manual price for a security(s) to test out the Today$ and Today% columns.
-also older versions as needed for testing
-Questions? Check out the Quicken Windows FAQ list
An example, perhaps, of trying to be too clever by hiding "Top Movers" on non-trading days? We'll see tomorrow.
Thank you for taking the time to visit the Community and share your feedback and experiences regarding this issue, although I apologize for any frustration or confusion incurred.
I have confirmed that this feature should be available for Deluxe Users and that the Dashboard view not appearing for Deluxe Users has been identified as a bug.
Additionally, I was able to confirm that this has already been reported to our Teams, who are currently working on a fix. This can tentatively be expected with the next "Hot Fix" patch release.
We will be sure to post back with any updates as they become available.
Thank you,
Quicken Natalie
> I've upgraded to R27.20 (QWin Subscription), and the release notes state:
>
> New: Added an Investing dashboard that includes a new Top Movers panel. The dashboard is aimed at reducing the complexity of the Investing view to make it easier to quickly assess the status of your investments.
>
> I can't find where this new Top Movers panel is or how to display it. My current Investing Dashboard has 3 panels: Total Value, Portfolio by Security, and Value over Time.
>
> Can anyone point me in the right direction? Thanks.
Just install Release R27.24 (US Versions, June 2020) and it will work. Patch of a patch!!
We established earlier in the thread that Top Movers only seems to appear when it has data to show. That means it "disappears" on weekends when there are no new quotes. It reappears on trading days.
Both R27.20 and R27.24 exhibit this behavior. I'll bet if you access the investing dashboard this morning you won't see it now. I don't. Folks have observed that this behavior makes this panel useless for folks who customarily analyze their investments only during the weekend.
My OP was written on a Saturday when it was "hiding." It was coincidence that I installed R27.20 on a Saturday. It's probably also coincidence you installed R27.24 and tried the dashboard on a trading day.
IMO, I think this panel should always appear, even if it has zeroes on a weekend. That way it would behave the same as the home view items like "Watch List". Even better, as also commented in the thread, is being able to select the date for the display.
But I entered a made-up price for today for one of my mutual funds, and got the panel to reappear again. Go figure.