Portfolio

Discussion List

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  Portfolio X-Ray not recognizing ETF stock funds

  Answered Langston Holland 24 views 4 comments 0 points Most recent by Jim_Harman 1:19PMInvesting (Windows)
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  Portfolio Shows Incorrect # Of Shares (blank) w/ Option to 'Show Closed Lots' disabled.

  FredArthur 74 views 10 comments 0 points Most recent by Quicken Kristina January 9Investing (Windows)
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  Portfolio X-Ray

  Closed Skylar 38 views 1 comment 0 points Most recent by Quicken Anja November 2025Investing (Windows)
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  Voya Institution Plan Integration

  Answered Closed gtamm 32 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Yield on Investment Showing Zeros (in Portfolio View)

  Closed JoeL. 85 views 4 comments 0 points Most recent by Quicken Alyssa November 2025All Things Canadian (Windows)
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  Bug: Investment transactions not reflecting in portfolio

  Closed Scott Rose 145 views 8 comments 0 points Most recent by Scott Rose October 2025Errors and Troubleshooting (Mac)
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  Compare to Portfolio

  Reviewed danawins 11 views 0 comments 2 points Started by danawins October 2025 Investments
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  Investing->Portfolio: Add "Account Type" in Group By

  Reviewed piyushjain 12 views 1 comment 3 points Most recent by Jim_Harman October 2025Reports
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  Phantom Brokerage Account Entry

  Closed Baldlegal 14 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  R 64.19 Morningstar X-Ray

  Closed Bob_L 114 views 6 comments 0 points Most recent by Michael Reavell September 2025Investing (Windows)
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  Add stock indices to the aggregated investment view (Q Mac)

  Reviewed J-PH 6 views 0 comments 3 points Started by J-PH September 2025 Investments
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  Portfolio for Fidelity shows a stock I no longer have [Edited]

  Answered Closed markrich21 51 views 1 comment 0 points Most recent by Quicken Kristina September 2025Registers & Transactions (Mac)
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  Needs Investment ADVANCED ANALYTICS, not just BASIC TRACKING

  Reviewed NetWorthNinja 99 views 2 comments 2 points Most recent by Ray Cosner September 2025Investments
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  Allow Hidden Securities to Be Excluded from Security Comparison Mismatch

  Reviewed J92130 54 views 2 comments 3 points Most recent by J92130 August 2025Investments
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  Feature request: Investing:Portfolio Xray:Stock Intersection: Add column for value of Investment

  JustAnotherQUser 11 views 0 comments 1 point Started by JustAnotherQUser August 2025 Investments
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  Why do I keep getting "SAMLERROR: Redirect failed" when trying to use Quicken Portfolio X-Ray?

  Answered Closed jjenney 21 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
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  Market Value In Portfolio Tab And Sidebar Value Does Not Match

  Closed Scott21 42 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Registers & Transactions (Mac)
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  Portfolio view: Left click on security name or news icon not working correctly.

  Closed mfstarnes 61 views 10 comments 0 points Most recent by Jim_Harman July 2025Registers & Transactions (Windows)
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  What happened to mouse hover over portfolio values to show them?

  Closed odot1 28 views 1 comment 0 points Most recent by Quicken Jasmine June 2025Errors and Troubleshooting (Windows)
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  Q for Mac - Investment portfolio previously showing stock positions disappeared. only total showing

  Closed S. Gordon Harwood 58 views 5 comments 0 points Most recent by Quicken Jasmine June 2025All Things Canadian (Mac)
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  Add Filtering by Security Category on Investing

  Reviewed Hookipa 12 views 0 comments 2 points Started by Hookipa June 2025 Investments
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  Estimated Income and Yield are not downloading the correct figures

  Closed mb5! 77 views 9 comments 0 points Most recent by Jim_Harman June 2025Registers & Transactions (Windows)
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  Portfolio Value Card - Graphing Error on HOME page Dashboard

  Closed SWLye 53 views 4 comments 0 points Most recent by Quicken Jasmine May 2025Errors and Troubleshooting (Windows)
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  Portfolio view: Name field no longer allows Symbol only (since R62.14)

  Closed GaryB1234 280 views 14 comments 1 point Most recent by splasher May 2025Registers & Transactions (Windows)
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  New Investment Columns

  Reviewed Steve29 95 views 2 comments 10 points Most recent by jacobs April 2025Investments
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  This looks like a bug in the portfolio balancing

  Answered Closed D_BAILEY 134 views 8 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)
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  Investment Reports

  Closed DPW-CT 154 views 7 comments 0 points Most recent by Wyodad February 2025Investing (Mac)
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  Garbage characters in the Rebalancer

  Closed Chris_QPW 271 views 14 comments 0 points Most recent by BK February 2025Investing (Windows)
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  Issues with Portfolio Rebalancing with custom asset classes

  Closed Arctic Hare 124 views 9 comments 0 points Most recent by Chris_QPW February 2025Investing (Windows)
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  Is Morningstar Portfolio X-Ray still working?

  Answered ✓ Closed Todd 234 views 8 comments 0 points Most recent by Jim_Harman February 2025Investing (Windows)