X-ray View of Investment Portfolio for Q Mac

bd1223
bd1223 Quicken Mac Subscription Member ✭✭✭
edited October 2023 in Investments
I've seen references to an X-ray view (from Morningstar) mentioned with respect to Q-Win. Is this capability planned to be implemented on Q-Mac? This would be a great addition.
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  • BryanJ3
    BryanJ3 Quicken Mac Subscription Member ✭✭
    edited November 2023

    It would be great to have Morningstar's Portfolio X-Ray capability implemented on the Mac software, similar to the capability of the Window's counterpart.

    I've also noticed that over half of my etf's are not accurately classified under the portfolio allocation tool, resulting in 50% of my portfolio showing as either "Cash" or "Unclassified". I see that I can manually alter the allocation for "Unclassified" however doing so wont allow it to update as asset prices fluctuate. It'd be great to have more ETF's accurate allocations updated.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @BryanJ3,

    Your idea has been merged into this already active Idea thread regarding the same request.

    Thank you!

    -Quicken Jasmine

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  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @BryanJ3 Be sure to add your vote for the Idea at the top of the page, by clicking the little arrow under the vote counter in the yellow box.

    Other Mac users will also need to add more votes for this year-old feature request to have it advanced for consideration by the developers.

    Quicken Mac Subscription • Quicken user since 1993
  • HDKapadia
    HDKapadia Quicken Mac Subscription Member ✭✭

    Yes, would definitely like to see the Xray capability available on Macs.

  • Creator1933
    Creator1933 Quicken Mac Subscription Member ✭✭

    I would also like to see the Xray capability for Mac users. I do not own a PC, so this feature would be great on Mac.

  • NitDawg
    NitDawg Quicken Mac Subscription Member ✭✭

    I few YEARS later…insane lack of mac development.

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @NitDawg I think there has been a lot of Quicken Mac development over the past few years. It may not include this or other features at the top of your wishlist or mine, but we users have a lot of features we want — and we all don't generally agree on which ones should be at the top of the developers' priority list.

    I'd note that this Idea request currently has only 26 votes, while there are at least 25 Idea requests which have more than 100 votes; the top 5 have more than 250 votes. Of course, votes here are not the only criteria the developers use in deciding what to implement, but it's one important way we customers can have a voice with the developers.

    Another quick note: Idea posts require 30 votes to be forwarded to the developers for consideration. So anyone reading this who wants to see this functionality, please make sure to vote at the top of this thread. Four more votes will push it forward.

    Quicken Mac Subscription • Quicken user since 1993
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    This is one that I think might get "extra consideration". Why?

    Because in Quicken Windows this is a Premier and above feature (and I would fully expect the same in Quicken Mac). So, there is an add incentive to Quicken Inc to put it in to make a person more willing to pay for the Premier version.

    Personally, I don't find it very useful, but others like it.

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