Has anyone one else seen it where the X-Ray Portfolio won't allow picking any of your securities?

Chris_QPW
Chris_QPW Member ✭✭✭✭
Even though have never found it really to useful, I thought I would see if I could see how much overlap I have in underline securities between some mutual funds.  After getting basically nothing from with all securities selected I decided to selected individual ones.

Well to my surprise the only security types it seems to be showing is cash equivalents and indexes!

Note it is missing securities like VTI, PTY, PEP, JNJ, GIS, DIS, ...
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Best Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭
    edited May 3 Accepted Answer
    I see the same issue from time to time. For me it seems that it forgets that All Accounts = All Accounts so the only securities that are shown and selectable are those that are in some subset of All Accounts. What always fixes it for me is to select "All Accounts" again and then I can see all the securities and select those I want from all the accounts. 
    (QW Premier Subscription: R34.24 on Windows 10)
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Accepted Answer
    My experience is similar to @Boatnmaniac's - sometimes I must select the accounts and securities a few times to get the selections to "stick." Also don't forget to click on Refresh X-Ray if the date and time at the top are not current.

    As a cross-check, I find it useful to scroll to the bottom of the Interpreter tab and make sure the top 10 holdings look correct.

    Also remember that the X-Ray analysis only includes publicly traded securities that are in M*'s database. Collective trusts, stable value funds and the like are ignored.
    QWin Premier subscription

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭
    edited May 3 Accepted Answer
    I see the same issue from time to time. For me it seems that it forgets that All Accounts = All Accounts so the only securities that are shown and selectable are those that are in some subset of All Accounts. What always fixes it for me is to select "All Accounts" again and then I can see all the securities and select those I want from all the accounts. 
    (QW Premier Subscription: R34.24 on Windows 10)
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    @Boatnmaniac That was it!

    Thanks.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Accepted Answer
    My experience is similar to @Boatnmaniac's - sometimes I must select the accounts and securities a few times to get the selections to "stick." Also don't forget to click on Refresh X-Ray if the date and time at the top are not current.

    As a cross-check, I find it useful to scroll to the bottom of the Interpreter tab and make sure the top 10 holdings look correct.

    Also remember that the X-Ray analysis only includes publicly traded securities that are in M*'s database. Collective trusts, stable value funds and the like are ignored.
    QWin Premier subscription
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Thanks Jim for helpful tips.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Scott Davis
    Scott Davis Member ✭✭
    None of my bonds are identified as bonds. For testing, I have selected only 1 bond. It is showing as cash.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    None of my bonds are identified as bonds. For testing, I have selected only 1 bond. It is showing as cash.
    That is because individual bonds are not included the Morningstar database. It doesn't matter what asset class you have assigned in Quicken, if Morningstar does not recognize the ticker the security is ignored. I think if you have the one bond selected and you scroll down to the bottom of the X-Ray interpreter, you will not see it listed among your top 10 holdings.
    QWin Premier subscription
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