Portfolio X-Ray not recognizing ETF stock funds

Langston Holland
Langston Holland Quicken Windows Subscription Member ✭✭✭
edited January 10 in Investing (Windows)

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.

X-Ray Error.png
God bless you and your precious families - Langston
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Best Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 10 Answer ✓

    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.:

    image.png

    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

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 10 Answer ✓

    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

    https://community.quicken.com/discussion/7965127/r-64-19-improved-portfolio-x-ray-not-working

    CTP-14535

    https://community.quicken.com/discussion/7965747/portfolio-x-ray-reduced-functionality-and-incorrect-graphing

    I reported this via Help > Report a Problem, and you should too.

    [Edited - Corrected CTP number]

    QWin Premier subscription
  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    Answer ✓

    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

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Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 10 Answer ✓

    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.:

    image.png

    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

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 10 Answer ✓

    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

    https://community.quicken.com/discussion/7965127/r-64-19-improved-portfolio-x-ray-not-working

    CTP-14535

    https://community.quicken.com/discussion/7965747/portfolio-x-ray-reduced-functionality-and-incorrect-graphing

    I reported this via Help > Report a Problem, and you should too.

    [Edited - Corrected CTP number]

    QWin Premier subscription
  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    Answer ✓

    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.

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

    @Quicken Kristina What is the ticket number for this new problem?

    QWin Premier subscription
  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    edited January 12

    Thank you for the follow-up,

    The ticket number for the issue is CTP-15977.

    Thank you!

    Quicken Kristina

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  • mrzookie
    mrzookie Member ✭✭✭✭

    Confirming the problem as well. It was working in mid-Dec.

  • miklk
    miklk Quicken Windows Subscription SuperUser, Windows Beta Beta

    For me too. I tried playing with settings such as all and custom BUT can't get it to see the ETF holdings.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @mrzookie & @miklk,

    Thank you for letting me know you're also impacted by this and for sending problem reports with log files attached. I added you to the ticket.

    Thank you!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • miklk
    miklk Quicken Windows Subscription SuperUser, Windows Beta Beta

    Looking back at old versions:

    It still works fine in old version B75.20 but broken in R65.29

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for the follow-up,

    I added that information to the ticket. Hopefully, it'll help our teams track down the issue!

    Thank you!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • rjgrichmond
    rjgrichmond Quicken Windows Subscription Member, Windows Beta Beta

    Same issue for me that just began a few days ago. My Vanguard ETFs are not being classified by Portfolio X-Ray.

  • Sharon M.
    Sharon M. Quicken Windows Subscription Member

    Same issue for me; occurring after a portfolio refresh. I also reported the problem and sent a screenshot. I hope this is fixed quickly…it is useless as it is.

  • Fred Coale
    Fred Coale Member ✭✭✭
    edited 3:53AM

    Quicken, please disable this function completely until it's corrected. Portfolio X-Ray is not recognizing any Vanguard ETF's, which is a substantial part of my (any many people's) portfolio.

    In its current state, the tool produces an inaccurate analysis, which is far worse than having no analysis at all.

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