Can price alerts still be set in Quicken Deluxe?
WHen I try to set an investment price alert, I get a blank screen when selecting "Manage Quicken portfolio". There seems to be no way to have Quicken Deluxe access quicken.com alerts management.
If I select Price and Volume alerts from the Alerts Center and "Yes" to export accounts, I end up at the same window as above.
Has this capability for price alerts been removed from Quicken Deluxe?
If not, how are price alerts set in Quicken Deluxe as the instructions provided don't work for exporting a portfolio or account to Quicken.com.
Deluxe R59.18, Windows 11 Pro
Answers
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I think I found a way to set alerts that is a very obscure procedure. I have to go to an individual security's detail, select More and then select Investing Quicken.com to manage the Portfolio and alerts for securities. If there is an easier or more proper method for setting Price alerts In Quicken Deluxe, please let me know.
Deluxe R59.18, Windows 11 Pro
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In years past I have always used the price alerts feature of my brokerage when I needed it. They were much quicker on the draw with emailing alerts than Quicken ever was.
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The price alerts used to be flagged in the Quicken program. Maybe that was ages ago. I'm testing it.
Deluxe R59.18, Windows 11 Pro
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I think you need to have Quicken load the investments into the Quicken Investing website -
http://investing.quicken.com/And with One Step Update - at the very bottom - you can [x] for the data to be updated during the OSU -
Lastly - in some versions of Quicken - there was an entry in the Quicken … Edit - Preferences - Investments
that had an extra entry for "investing.quicken.com" which set some of the accounts to be viewed in your portfolio -0 -
Price alert "inside Quicken" never made any sense to me, and I don't think they ever existed.
Quicken doesn't know about a price change unless the quotes are downloaded. If you have Deluxe then this would be a manual kick off.
If you have Premier or above, you can set it to download prices every 15 minutes (not exactly real time here), but the feature is flawed in that if you are doing anything in Quicken while this setting is on, it will interrupt what you are doing.
At any rate, like I said I don't think Quicken ever used the downloaded transactions for price alerts. Instead, what that page suggests is using the investing.quicken.com website to do it. If you log into investing.quicken.com there is this:
As you can see you can just enter the security and get alerts. Which in my opinion is not close to being as useful as doing it at your financial institution or any number of other sites.
Also, I was actually surprised that the site came up because recently it was broken for a very long time. This is one of the "old features" that has been changed/maintain.
And note as @abacus pointed out the ability to upload your securities from Quicken to setup a portfolio depends on being able to get to the Edit - Preferences - investing.quicken.com, which has gone missing in recent versions of Quicken at least for some people. I have seen people post that they still see it, but it hasn't been in my data file for a very long time. I take that as a sign of what Quicken Inc really thinks of that feature.
I and I never found the "research" to be very useful. It always just said that it wasn't interested in any security that I was looking or owned.
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@Chris_QPW You jogged my memory. Alerts never flagged in Quicken. I can get to the portfolio and alerts setup via the procedure I described above even though Edit - Preferences - investing.quicken.com is missing.
Also, just going to investing.quicken.com in a browser works.
Interestingly, it appears Quicken has been uploading my current portfolio watchlist to the website even though I see nothing in the quicken program that has this set.
Deluxe R59.18, Windows 11 Pro
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When I logged into investing.quicken.com I saw that it had uploaded one long closed account and one current one, but no actual security share amounts.
Which brings me back to why I have always hated this "feature".
I would constantly turn the feature off only to find that with the next Quicken version it was uploading again. I suspect that like a few features the information for what options you want reside in the config files, not the data file and that their updating of Quicken sometimes blows away whatever configuration file has that option and then sets it to some default to update.
I did find over the years though that the best way to deal with it was to set it to upload a closed account and set it to not send shares (just the securities so that the prices update). So, before the investing.quicken.com preference was removed from my data file, that would have been what mine was set to. I pity the person that had it set to upload "real data" and now has no control over it.
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@Chris_QPW I had the same setting as yours. That probably explains why the watchlist is being updated in quicken.com
Deluxe R59.18, Windows 11 Pro
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