Portfolio

Discussion List

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  Portfolio view: Name field no longer allows Symbol only (since R62.14)

  Closed GaryB1234 294 views 14 comments 1 point Most recent by splasher May 2025Registers & Transactions (Windows)
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  New Investment Columns

  Reviewed Steve29 104 views 2 comments 11 points Most recent by jacobs April 2025Investments
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  This looks like a bug in the portfolio balancing

  Answered Closed D_BAILEY 144 views 8 comments 0 points Most recent by Quicken Jasmine March 2025Investing (Windows)
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  Investment Reports

  Closed DPW-CT 162 views 7 comments 0 points Most recent by Wyodad February 2025Investing (Mac)
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  Garbage characters in the Rebalancer

  Closed Chris_QPW 272 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 138 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 253 views 8 comments 0 points Most recent by Jim_Harman February 2025Investing (Windows)
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  Security is not showing the correct market value in the Portfolio Screen

  Closed G37Driver 31 views 2 comments 0 points Most recent by G37Driver January 2025Investing (Windows)
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  Return Calcs: IP report v portfolio view returns when assets transferred between accounts

  Closed mtn_living 134 views 10 comments 0 points Most recent by Geo1104 December 2024Investing (Windows)
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  Show hidden investment accounts in Portfolio graph?

  Closed HendersonWorldwide 31 views 3 comments 0 points Most recent by Quicken Jasmine December 2024Errors and Troubleshooting (Mac)
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  Fidelity and Quicken

  Closed Michael Waite 91 views 5 comments 0 points Most recent by Michael Waite November 2024Investing (Windows)
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  15

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  Include month-end prices in all historical price updates

  Reviewed Jim_Harman 71 views 0 comments 15 points Most recent by Jim_Harman November 2024Investments