Portfolio

Discussion List

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  Portfolio X-Ray

  Closed Skylar 31 views 1 comment 0 points Most recent by Quicken Anja November 14Investing (Windows)
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  Voya Institution Plan Integration

  Answered Closed gtamm 31 views 3 comments 0 points Most recent by Quicken Alyssa November 13Errors and Troubleshooting (Windows)
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  Yield on Investment Showing Zeros (in Portfolio View)

  Closed JoeL. 81 views 4 comments 0 points Most recent by Quicken Alyssa November 3All Things Canadian (Windows)
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  Bug: Investment transactions not reflecting in portfolio

  Closed Scott Rose 116 views 8 comments 0 points Most recent by Scott Rose October 29Errors and Troubleshooting (Mac)
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  Compare to Portfolio

  Reviewed danawins 11 views 0 comments 2 points Started by danawins October 25 Investments
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  Investing->Portfolio: Add "Account Type" in Group By

  Reviewed piyushjain 11 views 1 comment 3 points Most recent by Jim_Harman October 14Reports
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  Phantom Brokerage Account Entry

  Closed Baldlegal 12 views 1 comment 0 points Most recent by Quicken Kristina September 27Investing (Mac)
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  R 64.19 Morningstar X-Ray

  Closed Bob_L 112 views 6 comments 0 points Most recent by Michael Reavell September 26Investing (Windows)
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  Add stock indices to the aggregated investment view (Q Mac)

  Reviewed J-PH 3 views 0 comments 3 points Started by J-PH September 24 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 20Registers & Transactions (Mac)
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  Needs Investment ADVANCED ANALYTICS, not just BASIC TRACKING

  Reviewed NetWorthNinja 91 views 2 comments 2 points Most recent by Ray Cosner September 19Investments
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  Allow Hidden Securities to Be Excluded from Security Comparison Mismatch

  Reviewed J92130 52 views 2 comments 3 points Most recent by J92130 August 19Investments
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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 18 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 18Errors and Troubleshooting (Windows)
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  Market Value In Portfolio Tab And Sidebar Value Does Not Match

  Closed Scott21 41 views 2 comments 0 points Most recent by Quicken Jasmine July 21Registers & 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 12Registers & Transactions (Windows)
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  What happened to mouse hover over portfolio values to show them?

  Closed odot1 21 views 1 comment 0 points Most recent by Quicken Jasmine June 26Errors and Troubleshooting (Windows)
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  Q for Mac - Investment portfolio previously showing stock positions disappeared. only total showing

  Closed S. Gordon Harwood 53 views 5 comments 0 points Most recent by Quicken Jasmine June 23All Things Canadian (Mac)
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  Add Filtering by Security Category on Investing

  Reviewed Hookipa 11 views 0 comments 2 points Started by Hookipa June 18 Investments
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  Estimated Income and Yield are not downloading the correct figures

  Closed mb5! 72 views 9 comments 0 points Most recent by Jim_Harman June 16Registers & Transactions (Windows)
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  Portfolio Value Card - Graphing Error on HOME page Dashboard

  Closed SWLye 51 views 4 comments 0 points Most recent by Quicken Jasmine May 25Errors and Troubleshooting (Windows)
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  Portfolio view: Name field no longer allows Symbol only (since R62.14)

  Closed GaryB1234 272 views 14 comments 1 point Most recent by splasher May 9Registers & Transactions (Windows)
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  New Investment Columns

  Reviewed Steve29 91 views 2 comments 9 points Most recent by jacobs April 5Investments
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  This looks like a bug in the portfolio balancing

  Answered Closed D_BAILEY 131 views 8 comments 0 points Most recent by Quicken Jasmine March 23Investing (Windows)
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  Investment Reports

  Closed DPW-CT 151 views 7 comments 0 points Most recent by Wyodad February 16Investing (Mac)
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  Garbage characters in the Rebalancer

  Closed Chris_QPW 252 views 14 comments 0 points Most recent by BK February 7Investing (Windows)
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  Issues with Portfolio Rebalancing with custom asset classes

  Closed Arctic Hare 122 views 9 comments 0 points Most recent by Chris_QPW February 6Investing (Windows)
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  Is Morningstar Portfolio X-Ray still working?

  Answered ✓ Closed Todd 231 views 8 comments 0 points Most recent by Jim_Harman February 3Investing (Windows)
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  Security is not showing the correct market value in the Portfolio Screen

  Closed G37Driver 32 views 2 comments 0 points Most recent by G37Driver January 26Investing (Windows)
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  Return Calcs: IP report v portfolio view returns when assets transferred between accounts

  Closed mtn_living 121 views 10 comments 0 points Most recent by Geo1104 December 2024Investing (Windows)