R 64.19 Morningstar X-Ray

Bob_L · August 19

As I recall there used to be selectable options for "Benchmark Type" on the X-Ray Interpreter. I am not seeing that in R64.19. Have benchmark choices been eliminated? If so what is the benchmark that is being used?

EDIT: It looks like you also need to be on the early access version of reports to be able to move around investing columns on the Portfolio Value report

Quicken Jasmine · August 19

Hello @Bob_L,

Thanks for bringing this up! I’d like to confirm a few details so we can give you the most accurate information:

When you run the X-Ray Interpreter in R64.19, are you accessing it from Investing > Tools > Morningstar X-Ray or from a saved report?
Do you recall which benchmark types were previously available for you (e.g., S&P 500, Russell, Custom Index)?
Are you currently enrolled in the Early Access program for reports, or are you running the standard release?
If you open the Portfolio Value report, are you able to move the investing columns after switching to Early Access, or are you still running into limitations?

Let me know!

Quicken Jasmine · August 21

https://community.quicken.com/discussion/7965167/r-64-19-morningstar-x-ray

I have not heard from you yet. Are you still needing assistance?

Let me know!

Bob_L · August 21

https://community.quicken.com/discussion/comment/20505014#Comment_20505014

I ran it from the x-ray tab, not a report.
Don't remember what all the choices were but one was just called stocks, as I recall.
I tried both early access and not, neither showed the benchmark choices.

I was able to move the columns around on the early access version but not without it.

jwhalenpa · August 21

I see the same issue.

Bob_L · August 28

Rolling back to R63.21 shows below the benchmark sources that were misssing with 64.19 (or I somehow overlooked them?)

Michael Reavell · September 26

I also miss the former xray report.

R 64.19 Morningstar X-Ray

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