Return fixed income style box to Portfolio x-ray

rattytom
rattytom Quicken Windows Subscription Member ✭✭✭
edited September 6 in Product Enhancements

R 64.23 of Quicken Premier for Windows degraded portfolio X-ray by removing the fixed income style box analysis (duration, interest rate sensitivity, bond quality). Instead, fixed income funds and ETFs now analyzed as if they were stock funds (large - small cap, growth - core - value) which is meaningless.

Bring back the fixed income style box which was a feature of Premier this before R 64.23

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  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    In my experience, the X-Ray evaluation of fixed income assets is seriously flawed by not being able to include (assess) actual bonds. I see Bond funds and ETFs included but not individual bonds that are in my portfolio. I wonder if that was a factor in the dropping of the style box and related data. I have not yet upgraded to the R64 releases.

  • Fred Coale
    Fred Coale Member ✭✭✭

    In particular, Effective Bond Duration was also removed. Bond duration is a critical component to analyzing the fixed income portion of a portfolio. Removing the information degraded the value of the product.

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