YTD Return on Portfolio Performance View of Investments is Incorrect
In reviewing the Portfolio Performance view of the Investments tab, I noticed that the "Return (%) YTD" looks wildly incorrect for my securities. Anybody else experiencing this issue? I am using Quicken Classic Premier for Windows version R66.28. Thanks!!!
FYI- Jim…. What do you see????
PGAVON
Quicken Premier - Windows Subscription
Comments
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Hi @pgavon,
Thank you for reaching out to the Quicken Community!
To help us better understand the issue, I have a few questions:
- Where is your Quicken data file located?
To check, open Quicken and go to File. At the bottom of the menu (just above the Exit option), the file with the check mark next to it is the one currently open. Please share the full file path shown there.
- Is your file being backed up or synced by any third-party services such as Carbonite, OneDrive, or Backblaze?
- Are you using a VPN, firewall, or antivirus software?
If so, please let me know which one(s). - When was the last time the file was working properly?
- Have you tried restoring a backup from a date prior to when the issue started?
I’ll be looking for your reply.
Quicken Carlos
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0 - Where is your Quicken data file located?
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The Return (%) YTD data is downloaded from Quicken's quote provider, not computed based on your purchases and sales.
What securities are affected? The data is often out of date. See this discussion for example
QWin Premier subscription0 -
We've seen this issue a number of times before, usually at the beginning of a new calendar year. In this case, I was able to get the correct returns by updating the investment activity several times using the OSU. So the YTD returns now appear to be correct again…. Thanks for taking a look.
PGAVON
Quicken Premier - Windows Subscription
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Hi @pgavon,
I’m glad to hear that everything is back up and running after the One Step Update!
If you have any other questions, please don’t hesitate to reach out.Quicken Carlos
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