Improvements to Portfolio X-Ray

datajunkie
datajunkie Quicken Windows Subscription Member ✭✭
in Investments

I have a mix of individual stocks, ETF's, and Mutual Funds. I do like the Stock Intersection Tab under Investments/Portfolio X-Ray to see where my heavier concentrations are.

One thing that would be nice is to be able to print and/or export the results which are not options. Some of us still like paper to highlight or add notes.

Also, being able to sort on % Investments helps, but it would also be nice to at least be able to collapse the 50 highest stock holdings to just see the % of Investments for each stock instead of having to scroll through hundreds of lines of results and see the % in each ETF and Mutual Fund.

Also, it would be great to the the $ value of each of the holdings. After all, it's all really about $$.

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  • datajunkie
    datajunkie Quicken Windows Subscription Member ✭✭
    edited April 29

    I just noticed in another post that we are now able to print the Portfolio X-Ray/Stock Intersection.

    The print option is under File / "Print Portfolio X-Ray". That is good news.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited April 30

    Printing is now available, but the other recommendations are still valid.

    Also they still need to fix the AI Analysis so it doesn't say every portfolio is defensive, with little exposure to foreign stocks and a strong exposure to defensive sectors and the dot all the way at the top of the diagram. See this discussion and others for more info

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

    Hopefully it will not take as long to fix this as it did to fix the printing.

    QWin Premier subscription

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