Why isn't the issue with Portfolio Xray Not Getting More Attention?

recursor1
recursor1 Quicken Windows Subscription Member ✭✭✭
edited March 14 in Investing (Windows)

One of the cooler features of Quicken Premier is the Stock Intersection view. But now VTI, a very commonly held ETF, is marked as unclassified in Portfolio X-Ray. This means securities in the ETF aren't included in stock intersection, giving an inaccurate representation of what proportion of stocks you hold in your portfolio.

From what I've read, beyond Portfolio X-Ray and a few other bells and whistles, there is little difference between Quicken Premier and Deluxe. So next time I buy a renewal, I may as well switch to Quicken Deluxe if this isn't getting resolved.

So why does it seem to be getting such a low priority?

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Q can't fix this. It's a Morningstar issue … you're barking up the wrong tree.

    And, we're other users, so your threat to downgrade products is falling on deaf ears.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • recursor1
    recursor1 Quicken Windows Subscription Member ✭✭✭

    This actually has been resolved. After the latest refresh, it worked. Funny, I finally say something, and I discover it's resolved 20 mins later.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @recursor1,

    Thank you for sharing your experience! I'm glad to hear the issue is resolved now.

    The issue you described was a known issue and was fixed in update R66.18.

    Thank you!

    Quicken Kristina

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

  • cbice1
    cbice1 Member ✭✭

    My Portfolio X-Ray is completely inaccurate. I have a broadly diversified portfolio of stocks and a significant investment in 15 different mutual unds. Asset Allocation table shows 20.15% in non-US stocks but World Regions table shows 100% North America. Stock Style shows 78% in Midcap Value Stock Intersection shows only 3 stocks despite the fact that I have multiple S&P 500 index funds (value, growth …).

    I can't trust anything from the X-Ray.

    What can I do?

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited April 14

    It is wonky.

    Try reselecting the accounts and securities, even if you have chosen All accounts and All securities, and clicking on Refresh X-Ray.

    Also Morningstar's analysis only includes publicly traded securities with valid ticker symbols. If you hold private funds, as often found in 401(k)s, they will not be included.

    Don't believe the AI analysis, It always says your portfolio is conservative.

    Please let un know if that fixes or at least explains the allocations for you.

    QWin Premier subscription

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