Portfolio X-Ray not recognizing ETF stock funds
It used to work correctly until a few days ago, maybe a week. Now it categorizes VTI, VOO and VIG as "Not Classified". Stock Intersection is now empty. Please fix this. See attached image.
Best Answers
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Yes, there does appear to be a problem with X-Ray. Mine is worse than yours and I needed to Refresh X-Ray, then select all Securities and then select All Accounts (which afterward shows "Custom…" for both) and got the following picture. Then when I looked at Stock Intersection I noticed that most of the securities I hold are not listed.:
If you want Quicken to investigate and fix this please report it to Quicken via Help > Report a problem. That is the best way to make sure they are aware of this issue. They will need to determine if this is a Quicken cause or if it is a Morningstar cause.
I have already reported this issue. The more people who report it the higher the priority will become for the Quicken Team to address it so please do report it.
Quicken Classic Premier (US) Subscription: R65.29 on Windows 11 Home
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I see this same problem. This renders the basic asset allocation and stock intersection functions of the X-Ray basically useless.
In addition, none of the other recently introduced problems with the X-Ray that have been reported in the past several months have been addressed.
CTP-14261
CTP-14535
I reported this via Help > Report a Problem, and you should too.
[Edited - Corrected CTP number]
QWin Premier subscription2 -
Hello @Langston Holland,
Thank you for letting us know you're seeing this issue and for sending the problem report with screenshots. I added you to the ticket so that our teams know you're also impacted by this.
Thank you!
Quicken Kristina
Make sure to sign up for the email digest to see a round up of your top posts.
0
Answers
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Yes, there does appear to be a problem with X-Ray. Mine is worse than yours and I needed to Refresh X-Ray, then select all Securities and then select All Accounts (which afterward shows "Custom…" for both) and got the following picture. Then when I looked at Stock Intersection I noticed that most of the securities I hold are not listed.:
If you want Quicken to investigate and fix this please report it to Quicken via Help > Report a problem. That is the best way to make sure they are aware of this issue. They will need to determine if this is a Quicken cause or if it is a Morningstar cause.
I have already reported this issue. The more people who report it the higher the priority will become for the Quicken Team to address it so please do report it.
Quicken Classic Premier (US) Subscription: R65.29 on Windows 11 Home
1 -
I see this same problem. This renders the basic asset allocation and stock intersection functions of the X-Ray basically useless.
In addition, none of the other recently introduced problems with the X-Ray that have been reported in the past several months have been addressed.
CTP-14261
CTP-14535
I reported this via Help > Report a Problem, and you should too.
[Edited - Corrected CTP number]
QWin Premier subscription2 -
Hello @Langston Holland,
Thank you for letting us know you're seeing this issue and for sending the problem report with screenshots. I added you to the ticket so that our teams know you're also impacted by this.
Thank you!
Quicken Kristina
Make sure to sign up for the email digest to see a round up of your top posts.
0 -
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Thank you for the follow-up,
The ticket number for the issue is CBT-1000.
Thank you!
Quicken Kristina
Make sure to sign up for the email digest to see a round up of your top posts.
0
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