Print Portfolio X-Ray

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  • tishy
    tishy Quicken Windows Other Member ✭✭

    I have just upgraded to Premium so that I can use xray. I just ran it and got dramatically different percentages that when I last used it in December of 2024. I do not believe that my portfolio has changed significantly. The December report, which I printed out, shows the combined value of the assets included in the xray. The current report is not printable and doesnt show the total value of the assets included. I don't know if the comparison is apples to oranges.

    Quicken needs to return to the prior functionality of the xray. It is useless as it is, since there is no way to benchmark the numbers.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Unless you printed screen shots of the previous X-Ray report, the report has not been printable for several years, if it ever was.

    Are you sure that the previous report was not Quicken's Asset Allocation report? That would include all of your securities, using each security's allocation as set or downloaded on its Security Detail page, and includes the total value of the selected securities and accounts, which the X-Ray does not.

    The X-Ray analysis only includes publicly traded securities that are in Morningstar's database, so it does not include individual bonds or special 401(k) funds.

    Also there is a new bug where if you are reporting on selected securities, the X-Ray includes cash from all selected accounts even if No security (includes cash) is not checked in the list of securities.

    QWin Premier subscription
  • Unknown
    Unknown
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