Quotes and Investment Headlines Updates

@Jim_Harman appreciated, I will try that on Monday night! Stay tuned. Thanks.

@Jim_Harman, much thanks for this noting the following:

i) I have done that (deselected securities that are not publicly traded or have calc ticker symbols) and it has helped a bit. Per the below image I have gone from "111 of 135" in the OP to "111 of 128" so I am on the correct path.

ii) I noticed that the report of securities that are not updating is now producing a list of securities per the below image. That said, I question is its accuracy; for example, in my security list, Loblaws is only listed once, why is it appearing twice in the image.

I suppose that I will beed to wait until tomorrow evening to identify the remaining "17 offending securities".

Comments / thoughts?

Thank you.

@Jim_Harman , the results are in and they are not what I expected in that:

i) I got a listing of all the securities and took note of which one were/ were not being updated.

ii) In reviewing the list there were 23 securities whose price history was not being updated (i.e., had the little clock icon beside them).

iii) In the Security List I deselected Download Quote and Watch List for the 23 securities whose price history was not being updated.

iv) I next ran a one-step and noticed that I went from "111 of 128 quotes and investing headlines updated" to "105 quotes and investing headlines updated" (per the below image). This was very surprising in that:

a) I understand the there are now 105 securities because we started with 128, we deselected 23, resulted inb 105 remaining securities.

b) I do not understand why the 111 dropped to 105 because that means that 6 of the securities that were deselected were counted as having their quotes and deadlines updated! Please explain how this can be or, as I suspect, is this another Quicken bug?

Still searching for the answer, though getting closer.

Thank you.

@Jim_Harman appreciate the update.

Please, I want to make sure that I understand what you are saying:

STEP 1: Go to the security list (i.e., Investment Tab | Show = Value | Group by = Security | Options = Show closed lots).

STEP 2: Update the security list values by pressing Update | Quote (i.e., see the red triangle in the top right) and look at which security list items have a clock.

STEP 3: Update the security list values by doing a One Step Update noting whichever securities still have a clock are the ones that are not being updated.

Questions:

i) Is the above correct?

ii) Is Step 2 the Quicken's provider or the FI (presumable Step 3 is th ether).

PS. Trying it now assuming my understanding is correct and will be back.

Thank you!

Alright, so this is weird.

I started with 111 of 136 which means I need to identity 25 securities.

I followed the process outlined above and 26 securities popped with a little clock.

I deselected those 26 securities from Downed Quotes and Watch List but now have 110 securities.

Soooo, after all this there's 1 misbehaving security that showing that it is not being updated but actually is being updated!

Any ideas / thoughts on how to find the 1 offending and rogue security?

Alright, I took a brute force method and used a binary search among the 26 identified stocks to find the 1 stock that:

a) showed as not being updated (i.e., clock beside it in the Investment Tab | Show = Value | Group by = Security | Options = Show closed lots) and

b) Quicken counts as being updated (i.e., the so called phantom security identified above).

I was able to identify the security and now have 111 of 11 being updated which is correct as it is the same number that was being updated when all securities were selected.

When I dug deeper into the security it appears that IT IS being updated per the below (i.e., the Price / Change / % Change all as at today's date).

QUESTION: How / why woudl Quicken show this security not being updated when it — per teh above — actually is being updated?

Apologies, I need to clarify what you wrote. Are you saying that i) a security that has zero shares / units will not update and ii) security that has zero shares / units but is on the watchlist will not update AND will cause the number of shares updated to be less than the total securities If this is what you re saying then that is wrong from what I just discovered!

++++++++++++++++++

I now have 111 of 111 securities updating. This includes securities for which have nil holdings /units and are in my watch list! This is the exact opposite of what I think you wrote.

The way I got there was:

i) All securities in the Tools → Securities List were marked for Download Quotes and Watch List. There were 136 such securities.

ii) I determined which securities were not updating per @Jim_Harman 's above approach. There were 25 such securities (after I ferret out the one problematic security).

iii) I deselected the 25 securities in ii) from both the Download Quotes and Watch List in the Tools → Securities List (note: the resulting list included securities for which there were no units / shares).

iv) I then re-ran OSU and got 111 of 111 securities updating noting even those for which I had no units / shares updated! This is the correct number as it is the same number I had when all securities were selected.

I believe — from the above — that the net effect of what I did is to remove those securities that were not updating because information is not available, the symbol has changed, etc.

If anyone thinks differently please let me know.

@Jim_Harman ,apologies, my bad, 111 of 111, now fixed!

@Jim_Harman appreciate the clarification and understand the need for precision, thank you.

It sure would be nice if the report linked from the OSU Summary that is supposed to show what quotes failed actually showed some useful information. That has been broken for as long as I have been using investing accounts in Quicken.

I do not want to be too negative but it would be nice for Quicken to solve ALL of these inaccuracies / nits that we have been discussing over the last few months to make Quicken mathematically and functionally accurate and reliable. I think that mathematically and functionally accuracy and reliability are key cornerstones for any financial package.

I feel so strongly about this that I would be in favour — were there a vote — to have Quicken devote 100% of their effort on fixes and stop all development on facelifts, new features, etc.

I think it is great that we got the right 111 securities identified but i) why are the other securities not updating (I know some of the reasons and will dig in n the others) and ii) it should not have been this hard to figure out, to your point (i.e., the OSU Summary previous zero useful information).

And now back to the other nt I am working on, the Account syncing count!

Thank you.

A further update.

I went through all the securities that were not updating and found 11 of the 25 that were not updating were not doing so because they were incorrectly coded (i.e., primarily the wrong default exchange, especially for mutual funds).

I now have 122 of 136 securities dating.

The 14 that are not updating are not recognized by the stock quoting entity; that is, when I enter their name or their stock symbol they come up blank (per the below window)

I now believe that this is as up to date as possible noting it would be nice for all securities / mutual funds to be recognized.